Capital Advisors Wealth Management’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 | $380K | Buy |
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|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $398K | Buy |
|
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|
2024
Q2 | $360K | Sell |
|
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|
2024
Q1 | $377K | Buy |
|
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $366K | Sell |
|
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $389K | Buy |
|