Capital Advantage’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
11,601
+305
+3% +$13.2K 0.08% 96
2025
Q1
$452K Hold
11,296
0.08% 91
2024
Q4
$452K Sell
11,296
-2,815
-20% -$113K 0.08% 91
2024
Q3
$634K Sell
14,111
-106
-0.7% -$4.76K 0.12% 44
2024
Q2
$590K Hold
14,217
0.12% 42
2024
Q1
$576K Sell
14,217
-279
-2% -$11.3K 0.12% 43
2023
Q4
$547K Buy
14,496
+636
+5% +$24K 0.11% 36
2023
Q3
$449K Sell
13,860
-248
-2% -$8.04K 0.1% 37
2023
Q2
$496K Buy
14,108
+404
+3% +$14.2K 0.1% 38
2023
Q1
$543K Buy
13,704
+438
+3% +$17.4K 0.12% 37
2022
Q4
$523K Sell
13,266
-677
-5% -$26.7K 0.12% 34
2022
Q3
$529K Buy
13,943
+1,471
+12% +$55.8K 0.12% 37
2022
Q2
$633K Sell
12,472
-103
-0.8% -$5.23K 0.14% 39
2022
Q1
$641K Buy
12,575
+822
+7% +$41.9K 0.15% 41
2021
Q4
$628K Sell
11,753
-822
-7% -$43.9K 0.15% 38
2021
Q3
$679K Sell
12,575
-52
-0.4% -$2.81K 0.18% 33
2021
Q2
$708K Sell
12,627
-56
-0.4% -$3.14K 0.19% 35
2021
Q1
$737K Buy
12,683
+916
+8% +$53.2K 0.2% 45
2020
Q4
$689K Buy
11,767
+875
+8% +$51.2K 0.21% 43
2020
Q3
$649K Sell
10,892
-360
-3% -$21.5K 0.21% 42
2020
Q2
$620K Sell
11,252
-105
-0.9% -$5.79K 0.22% 43
2020
Q1
$664K Buy
11,357
+154
+1% +$9K 0.26% 38
2019
Q4
$675K Buy
11,203
+447
+4% +$26.9K 0.21% 40
2019
Q3
$649K Buy
+10,756
New +$649K 0.22% 40
2019
Q1
$599K Buy
10,129
+883
+10% +$52.2K 0.21% 44
2018
Q4
$520K Sell
9,246
-1,022
-10% -$57.5K 0.2% 39
2018
Q3
$548K Sell
10,268
-3,297
-24% -$176K 0.13% 41
2018
Q2
$682K Buy
13,565
+23
+0.2% +$1.16K 0.16% 36
2018
Q1
$648K Buy
13,542
+801
+6% +$38.3K 0.16% 35
2017
Q4
$674K Buy
12,741
+1,582
+14% +$83.7K 0.17% 39
2017
Q3
$552K Sell
11,159
-969
-8% -$47.9K 0.14% 43
2017
Q2
$542K Buy
12,128
+1,686
+16% +$75.3K 0.14% 44
2017
Q1
$509K Buy
10,442
+576
+6% +$28.1K 0.14% 44
2016
Q4
$527K Sell
9,866
-1,925
-16% -$103K 0.15% 45
2016
Q3
$613K Sell
11,791
-68
-0.6% -$3.54K 0.17% 43
2016
Q2
$662K Sell
11,859
-497
-4% -$27.7K 0.19% 43
2016
Q1
$668K Buy
12,356
+456
+4% +$24.7K 0.24% 40
2015
Q4
$550K Buy
11,900
+1,956
+20% +$90.4K 0.19% 44
2015
Q3
$433K Buy
9,944
+3,432
+53% +$149K 0.17% 51
2015
Q2
$304K Sell
6,512
-867
-12% -$40.5K 0.12% 54
2015
Q1
$359K Buy
7,379
+321
+5% +$15.6K 0.15% 46
2014
Q4
$330K Buy
7,058
+634
+10% +$29.6K 0.14% 46
2014
Q3
$321K Buy
6,424
+2
+0% +$100 0.17% 38
2014
Q2
$314K Sell
6,422
-115
-2% -$5.62K 0.17% 37
2014
Q1
$311K Buy
6,537
+2,073
+46% +$98.6K 0.22% 31
2013
Q4
$219K Buy
+4,464
New +$219K 0.15% 39