Cape Investment Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
20,287
+486
| +2% | +$21K | 0.32% | 67 |
|
|
2025
Q1 | $898K | Buy |
19,801
+1,535
| +8% | +$69.6K | 0.36% | 61 |
|
|
2024
Q4 | $730K | Sell |
18,266
-566
| -3% | -$22.6K | 0.29% | 68 |
|
|
2024
Q3 | $846K | Buy |
18,832
+855
| +5% | +$38.4K | 0.34% | 66 |
|
|
2024
Q2 | $741K | Sell |
17,977
-899
| -5% | -$37.1K | 0.33% | 67 |
|
|
2024
Q1 | $792K | Buy |
18,876
+3,151
| +20% | +$132K | 0.37% | 59 |
|
|
2023
Q4 | $593K | Buy |
15,725
+1,580
| +11% | +$59.6K | 0.29% | 67 |
|
|
2023
Q3 | $458K | Buy |
14,145
+1,876
| +15% | +$60.8K | 0.26% | 70 |
|
|
2023
Q2 | $456K | Buy |
12,269
+840
| +7% | +$31.2K | 0.25% | 69 |
|
|
2023
Q1 | $444K | Buy |
+11,429
| New | +$444K | 0.27% | 67 |
|