CWP
Capital Wealth Planning’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257M | Buy |
5,936,298
+143,273
| +2% | +$6.2M | 2.03% | 22 |
|
|
2025
Q1 | $263M | Sell |
5,793,025
-1,856,048
| -24% | -$84.2M | 2.28% | 23 |
|
|
2024
Q4 | $306M | Buy |
7,649,073
+456,113
| +6% | +$18.2M | 2.83% | 18 |
|
|
2024
Q3 | $323M | Buy |
7,192,960
+219,122
| +3% | +$9.84M | 3.01% | 18 |
|
|
2024
Q2 | $288M | Buy |
6,973,838
+1,916,951
| +38% | +$79.1M | 3.01% | 18 |
|
|
2024
Q1 | $212M | Buy |
5,056,887
+116,004
| +2% | +$4.87M | 2.27% | 19 |
|
|
2023
Q4 | $186M | Sell |
4,940,883
-154,943
| -3% | -$5.84M | 2.13% | 22 |
|
|
2023
Q3 | $165M | Buy |
5,095,826
+914,612
| +22% | +$29.6M | 2.03% | 23 |
|
|
2023
Q2 | $155M | Buy |
4,181,214
+148,222
| +4% | +$5.51M | 1.92% | 24 |
|
|
2023
Q1 | $250M | Buy |
4,032,992
+1,704,749
| +73% | +$106M | 3.39% | 20 |
|
|
2022
Q4 | $91.7M | Buy |
2,328,243
+395,402
| +20% | +$15.6M | 1.34% | 24 |
|
|
2022
Q3 | $73.4M | Buy |
1,932,841
+214,284
| +12% | +$8.14M | 1.34% | 25 |
|
|
2022
Q2 | $87.2M | Buy |
1,718,557
+216,655
| +14% | +$11M | 1.71% | 24 |
|
|
2022
Q1 | $76.5M | Buy |
1,501,902
+233,696
| +18% | +$11.9M | 1.55% | 24 |
|
|
2021
Q4 | $65.9M | Sell |
1,268,206
-491,951
| -28% | -$25.6M | 1.46% | 23 |
|
|
2021
Q3 | $95.1M | Buy |
1,760,157
+154,800
| +10% | +$8.36M | 2.61% | 22 |
|
|
2021
Q2 | $90M | Buy |
1,605,357
+225,623
| +16% | +$12.7M | 2.53% | 23 |
|
|
2021
Q1 | $80.2M | Buy |
1,379,734
+192,016
| +16% | +$11.2M | 2.62% | 22 |
|
|
2020
Q4 | $68.4M | Buy |
1,187,718
+211,936
| +22% | +$12.2M | 2.64% | 21 |
|
|
2020
Q3 | $58M | Buy |
975,782
+73,287
| +8% | +$4.36M | 2.87% | 20 |
|
|
2020
Q2 | $49.8M | Buy |
902,495
+67,754
| +8% | +$3.74M | 2.84% | 19 |
|
|
2020
Q1 | $44.9M | Buy |
834,741
+53,266
| +7% | +$2.86M | 2.82% | 16 |
|
|
2019
Q4 | $48M | Buy |
781,475
+251,244
| +47% | +$15.4M | 2.84% | 16 |
|
|
2019
Q3 | $32.1M | Sell |
530,231
-299,680
| -36% | -$18.2M | 2.04% | 24 |
|
|
2019
Q2 | $47.4M | Buy |
829,911
+800,960
| +2,767% | +$45.8M | 3.44% | 10 |
|
|
2019
Q1 | $1.71M | Sell |
28,951
-16,570
| -36% | -$980K | 1.12% | 21 |
|
|
2018
Q4 | $2.56M | Buy |
45,521
+23,775
| +109% | +$1.34M | 1.7% | 19 |
|
|
2018
Q3 | $1.16M | Buy |
21,746
+3,941
| +22% | +$210K | 0.79% | 30 |
|
|
2018
Q2 | $896K | Hold |
17,805
| – | – | 0.62% | 38 |
|
|
2018
Q1 | $851K | Hold |
17,805
| – | – | 0.59% | 35 |
|
|
2017
Q4 | $942K | Hold |
17,805
| – | – | 1.3% | 10 |
|
|
2017
Q3 | $881K | Sell |
17,805
-8,668
| -33% | -$429K | 0.69% | 29 |
|
|
2017
Q2 | $1.18M | Buy |
26,473
+8,668
| +49% | +$387K | 0.19% | 46 |
|
|
2017
Q1 | $868K | Sell |
17,805
-3,941
| -18% | -$192K | 0.73% | 26 |
|
|
2016
Q4 | $1.16M | Sell |
21,746
-21,746
| -50% | -$1.16M | 1.03% | 19 |
|
|
2016
Q3 | $2.35M | Buy |
43,492
+21,746
| +100% | +$1.18M | 1.82% | 10 |
|
|
2016
Q2 | $1.22M | Sell |
21,746
-9,035
| -29% | -$508K | 0.92% | 24 |
|
|
2016
Q1 | $1.67M | Buy |
30,781
+2,456
| +9% | +$133K | 1.2% | 21 |
|
|
2015
Q4 | $1.31M | Buy |
28,325
+2,000
| +8% | +$92.4K | 1.2% | 26 |
|
|
2015
Q3 | $1.13M | Sell |
26,325
-8,010
| -23% | -$344K | 0.9% | 32 |
|
|
2015
Q2 | $1.6M | Buy |
34,335
+9,630
| +39% | +$449K | 0.96% | 23 |
|
|
2015
Q1 | $1.2M | Sell |
24,705
-10,885
| -31% | -$530K | 0.63% | 39 |
|
|
2014
Q4 | $1.66M | Buy |
35,590
+14,780
| +71% | +$691K | 0.78% | 24 |
|
|
2014
Q3 | $1.04M | Buy |
20,810
+8,350
| +67% | +$417K | 0.42% | 52 |
|
|
2014
Q2 | $610K | Buy |
+12,460
| New | +$610K | 0.23% | 69 |
|