CAPTRUST Financial Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
670,450
+36,914
| +6% | +$1.6M | 0.06% | 241 |
|
|
2025
Q1 | $28.7M | Sell |
633,536
-2,721
| -0.4% | -$123K | 0.07% | 223 |
|
|
2024
Q4 | $25.4M | Sell |
636,257
-3,715
| -0.6% | -$149K | 0.07% | 198 |
|
|
2024
Q3 | $28.7M | Sell |
639,972
-26,931
| -4% | -$1.21M | 0.09% | 177 |
|
|
2024
Q2 | $27.5M | Sell |
666,903
-29,018
| -4% | -$1.2M | 0.09% | 172 |
|
|
2024
Q1 | $29.2M | Sell |
695,921
-41,920
| -6% | -$1.76M | 0.11% | 167 |
|
|
2023
Q4 | $27.8M | Sell |
737,841
-28,629
| -4% | -$1.08M | 0.1% | 181 |
|
|
2023
Q3 | $24.8M | Sell |
766,470
-77,155
| -9% | -$2.5M | 0.09% | 178 |
|
|
2023
Q2 | $31.4M | Sell |
843,625
-108,833
| -11% | -$4.05M | 0.12% | 144 |
|
|
2023
Q1 | $37M | Sell |
952,458
-582,550
| -38% | -$22.7M | 0.16% | 128 |
|
|
2022
Q4 | $60.5M | Sell |
1,535,008
-292,319
| -16% | -$11.5M | 0.3% | 69 |
|
|
2022
Q3 | $69.4M | Buy |
1,827,327
+289,202
| +19% | +$11M | 0.4% | 53 |
|
|
2022
Q2 | $78.1M | Buy |
1,538,125
+108,925
| +8% | +$5.53M | 0.5% | 42 |
|
|
2022
Q1 | $72.8M | Sell |
1,429,200
-8,497
| -0.6% | -$433K | 0.47% | 41 |
|
|
2021
Q4 | $74.7M | Buy |
1,437,697
+112,254
| +8% | +$5.83M | 0.51% | 40 |
|
|
2021
Q3 | $71.6M | Buy |
1,325,443
+104,972
| +9% | +$5.67M | 0.59% | 35 |
|
|
2021
Q2 | $68.4M | Buy |
1,220,471
+62,650
| +5% | +$3.51M | 0.64% | 32 |
|
|
2021
Q1 | $67.3M | Buy |
1,157,821
+241,404
| +26% | +$14M | 0.73% | 19 |
|
|
2020
Q4 | $53.8M | Buy |
916,417
+100,040
| +12% | +$5.88M | 0.71% | 22 |
|
|
2020
Q3 | $48.5M | Sell |
816,377
-115,884
| -12% | -$6.89M | 0.8% | 18 |
|
|
2020
Q2 | $51M | Buy |
932,261
+18,657
| +2% | +$1.02M | 0.84% | 16 |
|
|
2020
Q1 | $48.3M | Sell |
913,604
-9,112
| -1% | -$482K | 1.07% | 10 |
|
|
2019
Q4 | $56.3M | Buy |
922,716
+679,123
| +279% | +$41.5M | 0.89% | 15 |
|
|
2019
Q3 | $14.7M | Sell |
243,593
-14,058
| -5% | -$849K | 0.52% | 40 |
|
|
2019
Q2 | $14.7M | Buy |
257,651
+30,059
| +13% | +$1.72M | 0.54% | 38 |
|
|
2019
Q1 | $13.5M | Buy |
227,592
+3,239
| +1% | +$192K | 0.55% | 36 |
|
|
2018
Q4 | $12.6M | Sell |
224,353
-1,103
| -0.5% | -$62K | 0.68% | 27 |
|
|
2018
Q3 | $12M | Buy |
225,456
+56,690
| +34% | +$3.03M | 0.54% | 33 |
|
|
2018
Q2 | $8.49M | Buy |
168,766
+29,842
| +21% | +$1.5M | 0.47% | 37 |
|
|
2018
Q1 | $6.55M | Sell |
138,924
-14,268
| -9% | -$673K | 0.41% | 41 |
|
|
2017
Q4 | $8.11M | Buy |
153,192
+148,400
| +3,097% | +$7.85M | 0.49% | 38 |
|
|
2017
Q3 | $240K | Buy |
+4,792
| New | +$240K | 0.02% | 188 |
|