Carmel Capital Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
6,472
-358
| -5% | -$15.5K | 0.1% | 118 |
|
|
2025
Q1 | $310K | Hold |
6,830
| – | – | 0.12% | 121 |
|
|
2024
Q4 | $273K | Buy |
6,830
+43
| +0.6% | +$1.72K | 0.11% | 121 |
|
|
2024
Q3 | $305K | Buy |
6,787
+670
| +11% | +$30.1K | 0.12% | 124 |
|
|
2024
Q2 | $252K | Buy |
6,117
+787
| +15% | +$32.5K | 0.11% | 131 |
|
|
2024
Q1 | $224K | Buy |
+5,330
| New | +$224K | 0.09% | 144 |
|
|
2023
Q4 | – | Sell |
-291
| Closed | -$9.43K | – | 696 |
|
|
2023
Q3 | $9.43K | Buy |
+291
| New | +$9.43K | ﹤0.01% | 467 |
|
|
2022
Q2 | – | Sell |
-8,709
| Closed | -$444K | – | 130 |
|
|
2022
Q1 | $444K | Buy |
8,709
+438
| +5% | +$22.3K | 0.37% | 67 |
|
|
2021
Q4 | $430K | Buy |
+8,271
| New | +$430K | 0.32% | 65 |
|