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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415K | Sell |
8,260
-528
| -6% | -$24.5K | 0.06% | 149 |
|
|
2025
Q4 | $358K | Buy |
8,788
+153
| +2% | +$6.21K | 0.05% | 155 |
|
|
2025
Q3 | $380K | Buy |
8,635
+492
| +6% | +$21.3K | 0.05% | 139 |
|
|
2025
Q2 | $352K | Sell |
8,143
-573
| -7% | -$24.8K | 0.06% | 142 |
|
|
2025
Q1 | $395K | Sell |
8,716
-1,198
| -12% | -$49.9K | 0.07% | 122 |
|
|
2024
Q4 | $396K | Buy |
9,914
+1,046
| +12% | +$44.1K | 0.07% | 110 |
|
|
2024
Q3 | $398K | Buy |
8,868
+135
| +2% | +$5.63K | 0.07% | 109 |
|
|
2024
Q2 | $360K | Sell |
8,733
-242
| -3% | -$9.75K | 0.07% | 110 |
|
|
2024
Q1 | $377K | Buy |
8,975
+2,635
| +42% | +$106K | 0.08% | 102 |
|
|
2023
Q4 | $239K | Buy |
+6,340
| New | +$224K | 0.05% | 126 |
|
|
2023
Q3 | – | Sell |
-6,565
| Closed | -$244K | – | 149 |
|
|
2023
Q2 | $244K | Sell |
6,565
-2,847
| -30% | -$105K | 0.06% | 116 |
|
|
2023
Q1 | $366K | Sell |
9,412
-241
| -2% | -$9.5K | 0.1% | 89 |
|
|
2022
Q4 | $380K | Buy |
9,653
+1,104
| +13% | +$41.6K | 0.12% | 84 |
|
|
2022
Q3 | $325K | Buy |
8,549
+218
| +3% | +$9.71K | 0.11% | 87 |
|
|
2022
Q2 | $423K | Buy |
8,331
+48
| +0.6% | +$2.43K | 0.14% | 74 |
|
|
2022
Q1 | $422K | Buy |
8,283
+3,037
| +58% | +$161K | 0.13% | 80 |
|
|
2021
Q4 | $273K | Buy |
+5,246
| New | +$274K | 0.08% | 99 |
|
|
2021
Q3 | – | Sell |
-3,736
| Closed | -$209K | – | 106 |
|
|
2021
Q2 | $209K | Sell |
3,736
-2,954
| -44% | -$170K | 0.08% | 92 |
|
|
2021
Q1 | $389K | Buy |
+6,690
| New | +$378K | 0.17% | 63 |
|
Other funds holding VZ
VCM
VPM
