Caldwell Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Buy |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $2.78M | Sell |
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|
2024
Q3 | $3.19M | Sell |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $3.27M | Buy |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $5.25M | Sell |
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|
2022
Q4 | $5.56M | Sell |
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|
2022
Q3 | $5.49M | Sell |
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|
2022
Q2 | $7.5M | Buy |
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|
2022
Q1 | $6.97M | Buy |
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|
2021
Q4 | $6.99M | Sell |
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|
2021
Q3 | $7.34M | Buy |
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|
2021
Q2 | $7.16M | Buy |
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|
2021
Q1 | $7.13M | Buy |
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|
2020
Q4 | $6.37M | Sell |
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|
2020
Q3 | $6.52M | Sell |
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|
2020
Q2 | $6.5M | Buy |
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|
2020
Q1 | $6.3M | Buy |
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|
2019
Q4 | $6.86M | Buy |
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