Caldwell Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
61,007
-7,581
|
|
||||
|
2025
Q1 | $3.11M | Sell |
68,588
-819
|
|
||||
|
2024
Q4 | $2.78M | Sell |
69,407
-1,678
|
|
||||
|
2024
Q3 | $3.19M | Sell |
71,085
-1,816
|
|
||||
|
2024
Q2 | $3.01M | Sell |
72,901
-5,120
|
|
||||
|
2024
Q1 | $3.27M | Buy |
78,021
+22
|
|
||||
|
2023
Q4 | $2.94M | Sell |
77,999
-6,196
|
|
||||
|
2023
Q3 | $2.73M | Sell |
84,195
-44,163
|
|
||||
|
2023
Q2 | $4.77M | Sell |
128,358
-6,722
|
|
||||
|
2023
Q1 | $5.25M | Sell |
135,080
-6,088
|
|
||||
|
2022
Q4 | $5.56M | Sell |
141,168
-3,457
|
|
||||
|
2022
Q3 | $5.49M | Sell |
144,625
-3,113
|
|
||||
|
2022
Q2 | $7.5M | Buy |
147,738
+10,909
|
|
||||
|
2022
Q1 | $6.97M | Buy |
136,829
+2,210
|
|
||||
|
2021
Q4 | $6.99M | Sell |
134,619
-1,332
|
|
||||
|
2021
Q3 | $7.34M | Buy |
135,951
+8,203
|
|
||||
|
2021
Q2 | $7.16M | Buy |
127,748
+5,095
|
|
||||
|
2021
Q1 | $7.13M | Buy |
122,653
+14,195
|
|
||||
|
2020
Q4 | $6.37M | Sell |
108,458
-1,205
|
|
||||
|
2020
Q3 | $6.52M | Sell |
109,663
-8,302
|
|
||||
|
2020
Q2 | $6.5M | Buy |
117,965
+704
|
|
||||
|
2020
Q1 | $6.3M | Buy |
117,261
+5,490
|
|
||||
|
2019
Q4 | $6.86M | Buy |
+111,771
|
|