CAL
Capital Advisors Ltd’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
2,995
-296
| -9% | -$12.8K | 0.02% | 320 |
|
|
2025
Q1 | $149K | Buy |
3,291
+376
| +13% | +$17K | 0.02% | 302 |
|
|
2024
Q4 | $117K | Buy |
2,915
+263
| +10% | +$10.6K | 0.01% | 325 |
|
|
2024
Q3 | $119K | Sell |
2,652
-138
| -5% | -$6.19K | 0.01% | 323 |
|
|
2024
Q2 | $115K | Sell |
2,790
-48
| -2% | -$1.98K | 0.01% | 326 |
|
|
2024
Q1 | $119K | Buy |
2,838
+97
| +4% | +$4.07K | 0.02% | 328 |
|
|
2023
Q4 | $103K | Buy |
2,741
+138
| +5% | +$5.19K | 0.01% | 330 |
|
|
2023
Q3 | $84K | Sell |
2,603
-42
| -2% | -$1.36K | 0.01% | 348 |
|
|
2023
Q2 | $98K | Buy |
2,645
+922
| +54% | +$34.2K | 0.01% | 339 |
|
|
2023
Q1 | $67K | Sell |
1,723
-796
| -32% | -$31K | 0.01% | 347 |
|
|
2022
Q4 | $58K | Buy |
2,519
+958
| +61% | +$22.1K | 0.01% | 360 |
|
|
2022
Q3 | $59K | Buy |
1,561
+274
| +21% | +$10.4K | 0.01% | 353 |
|
|
2022
Q2 | $65K | Sell |
1,287
-133
| -9% | -$6.72K | 0.01% | 339 |
|
|
2022
Q1 | $72K | Buy |
1,420
+97
| +7% | +$4.92K | 0.01% | 342 |
|
|
2021
Q4 | $69K | Sell |
1,323
-145
| -10% | -$7.56K | 0.01% | 334 |
|
|
2021
Q3 | $79K | Hold |
1,468
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $82K | Hold |
1,468
| – | – | 0.01% | 279 |
|
|
2021
Q1 | $85K | Hold |
1,468
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $86K | Sell |
1,468
-400
| -21% | -$23.4K | 0.02% | 240 |
|
|
2020
Q3 | $111K | Hold |
1,868
| – | – | 0.03% | 204 |
|
|
2020
Q2 | $103K | Hold |
1,868
| – | – | 0.03% | 212 |
|
|
2020
Q1 | $100K | Buy |
1,868
+327
| +21% | +$17.5K | 0.03% | 199 |
|
|
2019
Q4 | $95K | Buy |
1,541
+739
| +92% | +$45.6K | 0.02% | 206 |
|
|
2019
Q3 | $48K | Buy |
802
+154
| +24% | +$9.22K | 0.01% | 261 |
|
|
2019
Q2 | $37K | Sell |
648
-1,704
| -72% | -$97.3K | 0.01% | 301 |
|
|
2019
Q1 | $139K | Hold |
2,352
| – | – | 0.04% | 184 |
|
|
2018
Q4 | $132K | Hold |
2,352
| – | – | 0.04% | 186 |
|
|
2018
Q3 | $126K | Hold |
2,352
| – | – | 0.04% | 193 |
|
|
2018
Q2 | $118K | Sell |
2,352
-1,525
| -39% | -$76.5K | 0.04% | 166 |
|
|
2018
Q1 | $185K | Hold |
3,877
| – | – | 0.06% | 132 |
|
|
2017
Q4 | $205K | Hold |
3,877
| – | – | 0.07% | 120 |
|
|
2017
Q3 | $192K | Hold |
3,877
| – | – | 0.07% | 118 |
|
|
2017
Q2 | $173K | Hold |
3,877
| – | – | 0.06% | 126 |
|
|
2017
Q1 | $189K | Sell |
3,877
-78
| -2% | -$3.8K | 0.07% | 113 |
|
|
2016
Q4 | $211K | Buy |
3,955
+78
| +2% | +$4.16K | 0.09% | 104 |
|
|
2016
Q3 | $202K | Hold |
3,877
| – | – | 0.09% | 104 |
|
|
2016
Q2 | $216K | Sell |
3,877
-53
| -1% | -$2.95K | 0.1% | 100 |
|
|
2016
Q1 | $213K | Hold |
3,930
| – | – | 0.11% | 96 |
|
|
2015
Q4 | $182K | Hold |
3,930
| – | – | 0.09% | 103 |
|
|
2015
Q3 | $171K | Sell |
3,930
-898
| -19% | -$39.1K | 0.09% | 103 |
|
|
2015
Q2 | $225K | Buy |
4,828
+460
| +11% | +$21.4K | 0.12% | 93 |
|
|
2015
Q1 | $212K | Hold |
4,368
| – | – | 0.11% | 91 |
|
|
2014
Q4 | $204K | Buy |
4,368
+1
| +0% | +$47 | 0.11% | 94 |
|
|
2014
Q3 | $218K | Sell |
4,367
-1
| -0% | -$50 | 0.12% | 86 |
|
|
2014
Q2 | $214K | Hold |
4,368
| – | – | 0.12% | 90 |
|
|
2014
Q1 | $208K | Buy |
4,368
+3,582
| +456% | +$171K | 0.12% | 90 |
|
|
2013
Q4 | $39K | Buy |
+786
| New | +$39K | 0.03% | 163 |
|