Carolinas Wealth Consulting’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,398
| Closed | -$154K | – | 954 |
|
|
2025
Q1 | $154K | Sell |
3,398
-286
| -8% | -$13K | 0.03% | 198 |
|
|
2024
Q4 | $147K | Sell |
3,684
-1,281
| -26% | -$51.2K | 0.03% | 210 |
|
|
2024
Q3 | $223K | Buy |
4,965
+93
| +2% | +$4.18K | 0.04% | 175 |
|
|
2024
Q2 | $201K | Buy |
4,872
+420
| +9% | +$17.3K | 0.04% | 179 |
|
|
2024
Q1 | $187K | Sell |
4,452
-39,330
| -90% | -$1.65M | 0.04% | 179 |
|
|
2023
Q4 | $252K | Sell |
43,782
-385
| -0.9% | -$2.22K | 0.05% | 137 |
|
|
2023
Q3 | $255K | Sell |
44,167
-3,378
| -7% | -$19.5K | 0.06% | 126 |
|
|
2023
Q2 | $389K | Sell |
47,545
-702
| -1% | -$5.75K | 0.08% | 118 |
|
|
2023
Q1 | $433K | Buy |
48,247
+275
| +0.6% | +$2.47K | 0.09% | 114 |
|
|
2022
Q4 | $427K | Buy |
47,972
+1,016
| +2% | +$9.04K | 0.1% | 111 |
|
|
2022
Q3 | $374K | Buy |
46,956
+652
| +1% | +$5.19K | 0.09% | 109 |
|
|
2022
Q2 | $454K | Buy |
46,304
+37,921
| +452% | +$372K | 0.11% | 93 |
|
|
2022
Q1 | $427K | Buy |
8,383
+1,298
| +18% | +$66.1K | 0.09% | 100 |
|
|
2021
Q4 | $368K | Buy |
7,085
+222
| +3% | +$11.5K | 0.08% | 112 |
|
|
2021
Q3 | $371K | Sell |
6,863
-2,237
| -25% | -$121K | 0.09% | 105 |
|
|
2021
Q2 | $510K | Buy |
9,100
+207
| +2% | +$11.6K | 0.11% | 87 |
|
|
2021
Q1 | $517K | Buy |
8,893
+769
| +9% | +$44.7K | 0.13% | 83 |
|
|
2020
Q4 | $477K | Sell |
8,124
-95
| -1% | -$5.58K | 0.13% | 87 |
|
|
2020
Q3 | $489K | Buy |
8,219
+939
| +13% | +$55.9K | 0.16% | 65 |
|
|
2020
Q2 | $401K | Sell |
7,280
-243
| -3% | -$13.4K | 0.16% | 63 |
|
|
2020
Q1 | $402K | Buy |
7,523
+1,174
| +18% | +$62.7K | 0.22% | 60 |
|
|
2019
Q4 | $383K | Buy |
+6,349
| New | +$383K | 0.4% | 41 |
|