Capital Asset Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
36,920
-1,535
| -4% | -$67K | 0.08% | 120 |
|
|
2025
Q1 | $1.72M | Sell |
38,455
-4,778
| -11% | -$214K | 0.09% | 114 |
|
|
2024
Q4 | $1.74M | Buy |
43,233
+467
| +1% | +$18.8K | 0.09% | 123 |
|
|
2024
Q3 | $1.88M | Sell |
42,766
-42
| -0.1% | -$1.85K | 0.09% | 116 |
|
|
2024
Q2 | $1.77M | Sell |
42,808
-19,185
| -31% | -$792K | 0.1% | 114 |
|
|
2024
Q1 | $2.61M | Buy |
61,993
+3,716
| +6% | +$157K | 0.15% | 85 |
|
|
2023
Q4 | $2.2M | Buy |
58,277
+4,262
| +8% | +$161K | 0.14% | 96 |
|
|
2023
Q3 | $1.7M | Buy |
54,015
+8,465
| +19% | +$266K | 0.12% | 99 |
|
|
2023
Q2 | $1.55M | Buy |
45,550
+2,642
| +6% | +$89.9K | 0.11% | 100 |
|
|
2023
Q1 | $1.67M | Buy |
42,908
+5,935
| +16% | +$231K | 0.12% | 91 |
|
|
2022
Q4 | $1.48M | Buy |
36,973
+2,238
| +6% | +$89.9K | 0.12% | 94 |
|
|
2022
Q3 | $1.32M | Sell |
34,735
-1,071
| -3% | -$40.7K | 0.17% | 68 |
|
|
2022
Q2 | $1.82M | Buy |
35,806
+4,239
| +13% | +$215K | 0.2% | 70 |
|
|
2022
Q1 | $1.61M | Sell |
31,567
-834
| -3% | -$42.5K | 0.17% | 75 |
|
|
2021
Q4 | $1.68M | Buy |
32,401
+1,343
| +4% | +$69.8K | 0.18% | 77 |
|
|
2021
Q3 | $1.68M | Buy |
31,058
+2,060
| +7% | +$111K | 0.19% | 74 |
|
|
2021
Q2 | $1.63M | Sell |
28,998
-1,638
| -5% | -$91.8K | 0.18% | 81 |
|
|
2021
Q1 | $1.78M | Buy |
30,636
+3,663
| +14% | +$213K | 0.27% | 61 |
|
|
2020
Q4 | $1.59M | Buy |
26,973
+4,006
| +17% | +$235K | 0.28% | 60 |
|
|
2020
Q3 | $1.37M | Sell |
22,967
-1,601
| -7% | -$95.2K | 0.29% | 64 |
|
|
2020
Q2 | $1.44M | Buy |
24,568
+2,762
| +13% | +$162K | 0.31% | 61 |
|
|
2020
Q1 | $1.2M | Sell |
21,806
-2,458
| -10% | -$135K | 0.32% | 59 |
|
|
2019
Q4 | $1.42M | Buy |
24,264
+18,298
| +307% | +$1.07M | 0.33% | 57 |
|
|
2019
Q3 | $360K | Sell |
5,966
-155
| -3% | -$9.35K | 0.24% | 75 |
|
|
2019
Q2 | $350K | Buy |
6,121
+200
| +3% | +$11.4K | 0.27% | 69 |
|
|
2019
Q1 | $350K | Buy |
5,921
+100
| +2% | +$5.91K | 0.45% | 44 |
|
|
2018
Q4 | $327K | Hold |
5,821
| – | – | 0.31% | 73 |
|
|
2018
Q3 | $311K | Hold |
5,821
| – | – | 0.26% | 84 |
|
|
2018
Q2 | $293K | Buy |
5,821
+428
| +8% | +$21.5K | 0.26% | 80 |
|
|
2018
Q1 | $258K | Buy |
5,393
+342
| +7% | +$16.4K | 0.24% | 86 |
|
|
2017
Q4 | $267K | Sell |
5,051
-150
| -3% | -$7.93K | 0.24% | 89 |
|
|
2017
Q3 | $257K | Buy |
5,201
+100
| +2% | +$4.94K | 0.23% | 93 |
|
|
2017
Q2 | $227K | Sell |
5,101
-302
| -6% | -$13.4K | 0.15% | 118 |
|
|
2017
Q1 | $263K | Sell |
5,403
-318
| -6% | -$15.5K | 0.19% | 84 |
|
|
2016
Q4 | $305K | Buy |
5,721
+300
| +6% | +$16K | 0.26% | 69 |
|
|
2016
Q3 | $282K | Sell |
5,421
-500
| -8% | -$26K | 0.37% | 50 |
|
|
2016
Q2 | $331K | Hold |
5,921
| – | – | 0.44% | 40 |
|
|
2016
Q1 | $320K | Sell |
5,921
-100
| -2% | -$5.4K | 0.35% | 55 |
|
|
2015
Q4 | $278K | Buy |
+6,021
| New | +$278K | 0.39% | 44 |
|