Cahill Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
14,258
+284
| +2% | +$12.3K | 0.08% | 146 |
|
|
2025
Q1 | $634K | Buy |
13,974
+623
| +5% | +$28.3K | 0.09% | 144 |
|
|
2024
Q4 | $534K | Buy |
13,351
+8,305
| +165% | +$332K | 0.07% | 154 |
|
|
2024
Q3 | $227K | Buy |
5,046
+14
| +0.3% | +$629 | 0.03% | 237 |
|
|
2024
Q2 | $208K | Buy |
5,032
+90
| +2% | +$3.71K | 0.03% | 252 |
|
|
2024
Q1 | $207K | Buy |
+4,942
| New | +$207K | 0.03% | 252 |
|
|
2022
Q4 | – | Sell |
-17,019
| Closed | -$646K | – | 233 |
|
|
2022
Q3 | $646K | Buy |
17,019
+161
| +1% | +$6.11K | 0.14% | 136 |
|
|
2022
Q2 | $855K | Buy |
16,858
+1,997
| +13% | +$101K | 0.18% | 113 |
|
|
2022
Q1 | $757K | Buy |
14,861
+947
| +7% | +$48.2K | 0.14% | 131 |
|
|
2021
Q4 | $723K | Sell |
13,914
-6,281
| -31% | -$326K | 0.14% | 133 |
|
|
2021
Q3 | $1.09M | Buy |
20,195
+549
| +3% | +$29.7K | 0.22% | 99 |
|
|
2021
Q2 | $1.1M | Buy |
19,646
+204
| +1% | +$11.4K | 0.25% | 91 |
|
|
2021
Q1 | $1.13M | Buy |
19,442
+92
| +0.5% | +$5.35K | 0.28% | 84 |
|
|
2020
Q4 | $1.14M | Buy |
19,350
+509
| +3% | +$29.9K | 0.29% | 73 |
|
|
2020
Q3 | $1.12M | Buy |
18,841
+150
| +0.8% | +$8.93K | 0.4% | 62 |
|
|
2020
Q2 | $1.03M | Buy |
18,691
+615
| +3% | +$33.9K | 0.4% | 63 |
|
|
2020
Q1 | $972K | Buy |
18,076
+69
| +0.4% | +$3.71K | 0.45% | 57 |
|
|
2019
Q4 | $1.11M | Buy |
18,007
+72
| +0.4% | +$4.42K | 0.4% | 66 |
|
|
2019
Q3 | $1.08M | Buy |
17,935
+1,013
| +6% | +$61.2K | 0.42% | 65 |
|
|
2019
Q2 | $967K | Buy |
16,922
+493
| +3% | +$28.2K | 0.38% | 70 |
|
|
2019
Q1 | $972K | Sell |
16,429
-226
| -1% | -$13.4K | 0.4% | 66 |
|
|
2018
Q4 | $937K | Buy |
16,655
+1,697
| +11% | +$95.5K | 0.47% | 58 |
|
|
2018
Q3 | $799K | Buy |
14,958
+1,014
| +7% | +$54.2K | 0.35% | 75 |
|
|
2018
Q2 | $702K | Sell |
13,944
-251
| -2% | -$12.6K | 0.32% | 82 |
|
|
2018
Q1 | $679K | Buy |
14,195
+4,061
| +40% | +$194K | 0.32% | 80 |
|
|
2017
Q4 | $537K | Sell |
10,134
-218
| -2% | -$11.6K | 0.27% | 93 |
|
|
2017
Q3 | $513K | Buy |
10,352
+110
| +1% | +$5.45K | 0.27% | 87 |
|
|
2017
Q2 | $458K | Sell |
10,242
-898
| -8% | -$40.2K | 0.25% | 94 |
|
|
2017
Q1 | $544K | Sell |
11,140
-1,560
| -12% | -$76.2K | 0.31% | 77 |
|
|
2016
Q4 | $678K | Sell |
12,700
-181
| -1% | -$9.66K | 0.41% | 63 |
|
|
2016
Q3 | $670K | Buy |
12,881
+2,374
| +23% | +$123K | 0.44% | 58 |
|
|
2016
Q2 | $587K | Sell |
10,507
-56
| -0.5% | -$3.13K | 0.41% | 59 |
|
|
2016
Q1 | $572K | Buy |
10,563
+1,256
| +13% | +$68K | 0.43% | 59 |
|
|
2015
Q4 | $431K | Sell |
9,307
-60
| -0.6% | -$2.78K | 0.35% | 73 |
|
|
2015
Q3 | $408K | Sell |
9,367
-439
| -4% | -$19.1K | 0.33% | 77 |
|
|
2015
Q2 | $458K | Sell |
9,806
-489
| -5% | -$22.8K | 0.34% | 72 |
|
|
2015
Q1 | $501K | Buy |
10,295
+12
| +0.1% | +$584 | 0.38% | 64 |
|
|
2014
Q4 | $482K | Sell |
10,283
-97
| -0.9% | -$4.55K | 0.37% | 68 |
|
|
2014
Q3 | $519K | Sell |
10,380
-1
| -0% | -$50 | 0.41% | 61 |
|
|
2014
Q2 | $508K | Buy |
10,381
+481
| +5% | +$23.5K | 0.4% | 63 |
|
|
2014
Q1 | $471K | Buy |
9,900
+35
| +0.4% | +$1.67K | 0.4% | 55 |
|
|
2013
Q4 | $485K | Buy |
+9,865
| New | +$485K | 0.42% | 60 |
|