CapWealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
396,924
+13,738
| +4% | +$594K | 1.69% | 28 |
|
|
2025
Q1 | $17.4M | Buy |
383,186
+16,776
| +5% | +$761K | 1.88% | 21 |
|
|
2024
Q4 | $14.7M | Buy |
366,410
+12,058
| +3% | +$482K | 1.61% | 27 |
|
|
2024
Q3 | $15.9M | Buy |
354,352
+29,542
| +9% | +$1.33M | 1.73% | 26 |
|
|
2024
Q2 | $13.4M | Sell |
324,810
-28,361
| -8% | -$1.17M | 1.69% | 25 |
|
|
2024
Q1 | $14.8M | Buy |
353,171
+11,383
| +3% | +$478K | 1.66% | 27 |
|
|
2023
Q4 | $12.9M | Buy |
341,788
+112,179
| +49% | +$4.23M | 1.57% | 25 |
|
|
2023
Q3 | $7.44M | Buy |
229,609
+2,049
| +0.9% | +$66.4K | 0.96% | 41 |
|
|
2023
Q2 | $8.46M | Buy |
227,560
+12,448
| +6% | +$463K | 1.03% | 40 |
|
|
2023
Q1 | $8.37M | Buy |
215,112
+2,287
| +1% | +$88.9K | 1.04% | 40 |
|
|
2022
Q4 | $8.39M | Buy |
212,825
+3,600
| +2% | +$142K | 0.99% | 39 |
|
|
2022
Q3 | $7.94M | Buy |
209,225
+4,793
| +2% | +$182K | 1.05% | 38 |
|
|
2022
Q2 | $10.4M | Sell |
204,432
-61,366
| -23% | -$3.11M | 1.25% | 33 |
|
|
2022
Q1 | $13.5M | Buy |
265,798
+562
| +0.2% | +$28.6K | 1.39% | 29 |
|
|
2021
Q4 | $13.8M | Buy |
265,236
+6,511
| +3% | +$338K | 1.4% | 28 |
|
|
2021
Q3 | $14M | Buy |
258,725
+29,689
| +13% | +$1.6M | 1.53% | 27 |
|
|
2021
Q2 | $12.8M | Buy |
229,036
+23,638
| +12% | +$1.32M | 1.39% | 32 |
|
|
2021
Q1 | $11.9M | Buy |
205,398
+7,972
| +4% | +$464K | 1.36% | 32 |
|
|
2020
Q4 | $11.6M | Sell |
197,426
-1,556
| -0.8% | -$91.4K | 1.38% | 33 |
|
|
2020
Q3 | $11.8M | Sell |
198,982
-15,310
| -7% | -$911K | 1.58% | 27 |
|
|
2020
Q2 | $11.8M | Sell |
214,292
-2,917
| -1% | -$161K | 1.67% | 25 |
|
|
2020
Q1 | $11.7M | Buy |
217,209
+23,106
| +12% | +$1.24M | 2.06% | 16 |
|
|
2019
Q4 | $11.9M | Sell |
194,103
-4,591
| -2% | -$282K | 1.5% | 26 |
|
|
2019
Q3 | $12M | Buy |
198,694
+13,168
| +7% | +$795K | 1.6% | 26 |
|
|
2019
Q2 | $10.6M | Buy |
185,526
+8,477
| +5% | +$484K | 1.52% | 23 |
|
|
2019
Q1 | $10.5M | Buy |
177,049
+223
| +0.1% | +$13.2K | 1.61% | 22 |
|
|
2018
Q4 | $9.94M | Buy |
176,826
+2,021
| +1% | +$114K | 1.75% | 25 |
|
|
2018
Q3 | $9.33M | Buy |
174,805
+4,585
| +3% | +$245K | 1.53% | 26 |
|
|
2018
Q2 | $8.56M | Buy |
170,220
+6,365
| +4% | +$320K | 1.53% | 25 |
|
|
2018
Q1 | $7.84M | Buy |
163,855
+8,480
| +5% | +$406K | 1.52% | 26 |
|
|
2017
Q4 | $8.22M | Buy |
155,375
+4,033
| +3% | +$213K | 1.48% | 25 |
|
|
2017
Q3 | $7.49M | Buy |
151,342
+5,020
| +3% | +$248K | 1.44% | 27 |
|
|
2017
Q2 | $6.54M | Buy |
146,322
+3,288
| +2% | +$147K | 1.31% | 29 |
|
|
2017
Q1 | $6.97M | Sell |
143,034
-922
| -0.6% | -$44.9K | 1.43% | 28 |
|
|
2016
Q4 | $7.68M | Buy |
143,956
+1,818
| +1% | +$97K | 1.66% | 25 |
|
|
2016
Q3 | $7.39M | Sell |
142,138
-3,426
| -2% | -$178K | 1.78% | 24 |
|
|
2016
Q2 | $8.13M | Sell |
145,564
-1,419
| -1% | -$79.2K | 1.99% | 19 |
|
|
2016
Q1 | $7.95M | Sell |
146,983
-1,567
| -1% | -$84.7K | 2.02% | 19 |
|
|
2015
Q4 | $6.87M | Sell |
148,550
-2,650
| -2% | -$122K | 1.66% | 23 |
|
|
2015
Q3 | $6.58M | Sell |
151,200
-56,513
| -27% | -$2.46M | 1.65% | 24 |
|
|
2015
Q2 | $9.68M | Buy |
207,713
+198
| +0.1% | +$9.23K | 2.28% | 17 |
|
|
2015
Q1 | $10.1M | Buy |
207,515
+1,114
| +0.5% | +$54.2K | 2.37% | 14 |
|
|
2014
Q4 | $9.66M | Buy |
206,401
+5,895
| +3% | +$276K | 2.27% | 13 |
|
|
2014
Q3 | $10M | Buy |
200,506
+5,092
| +3% | +$255K | 2.28% | 14 |
|
|
2014
Q2 | $9.56M | Buy |
195,414
+2,479
| +1% | +$121K | 2.19% | 13 |
|
|
2014
Q1 | $9.18M | Buy |
192,935
+393
| +0.2% | +$18.7K | 2.47% | 13 |
|
|
2013
Q4 | $9.46M | Sell |
192,542
-17,247
| -8% | -$847K | 2.39% | 11 |
|
|
2013
Q3 | $9.79M | Buy |
209,789
+1,867
| +0.9% | +$87.1K | 2.73% | 9 |
|
|
2013
Q2 | $10.5M | Buy |
+207,922
| New | +$10.5M | 3.06% | 5 |
|