Carolina Wealth 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 | $6.23M | Buy |
143,987
+3,140
| +2% | +$136K | 3.07% | 11 |
|
|
2025
Q1 | $6.39M | Sell |
140,847
-2,387
| -2% | -$108K | 3.45% | 9 |
|
|
2024
Q4 | $5.73M | Sell |
143,234
-2,415
| -2% | -$96.6K | 3.08% | 12 |
|
|
2024
Q3 | $6.54M | Sell |
145,649
-5,808
| -4% | -$261K | 3.33% | 9 |
|
|
2024
Q2 | $6.25M | Buy |
151,457
+144,329
| +2,025% | +$5.95M | 3.06% | 11 |
|
|
2024
Q1 | $299K | Buy |
7,128
+152
| +2% | +$6.38K | 0.16% | 58 |
|
|
2023
Q4 | $263K | Buy |
6,976
+3
| +0% | +$113 | 0.14% | 70 |
|
|
2023
Q3 | $226K | Sell |
6,973
-46
| -0.7% | -$1.49K | 0.13% | 79 |
|
|
2023
Q2 | $261K | Sell |
7,019
-150
| -2% | -$5.58K | 0.16% | 61 |
|
|
2023
Q1 | $279K | Sell |
7,169
-314
| -4% | -$12.2K | 0.16% | 70 |
|
|
2022
Q4 | $295K | Buy |
7,483
+58
| +0.8% | +$2.29K | 0.19% | 64 |
|
|
2022
Q3 | $282K | Hold |
7,425
| – | – | 0.22% | 56 |
|
|
2022
Q2 | $377K | Buy |
7,425
+1,466
| +25% | +$74.4K | 0.25% | 38 |
|
|
2022
Q1 | $304K | Buy |
5,959
+1,245
| +26% | +$63.5K | 0.19% | 51 |
|
|
2021
Q4 | $245K | Sell |
4,714
-2,755
| -37% | -$143K | 0.14% | 64 |
|
|
2021
Q3 | $403K | Sell |
7,469
-233
| -3% | -$12.6K | 0.27% | 40 |
|
|
2021
Q2 | $432K | Sell |
7,702
-141
| -2% | -$7.91K | 0.29% | 40 |
|
|
2021
Q1 | $456K | Sell |
7,843
-7,053
| -47% | -$410K | 0.33% | 39 |
|
|
2020
Q4 | $875K | Buy |
14,896
+124
| +0.8% | +$7.28K | 0.7% | 36 |
|
|
2020
Q3 | $879K | Buy |
14,772
+1,087
| +8% | +$64.7K | 0.77% | 33 |
|
|
2020
Q2 | $754K | Buy |
13,685
+1,036
| +8% | +$57.1K | 0.73% | 35 |
|
|
2020
Q1 | $680K | Buy |
12,649
+4,956
| +64% | +$266K | 0.79% | 35 |
|
|
2019
Q4 | $472K | Buy |
+7,693
| New | +$472K | 0.45% | 38 |
|