Carr Financial Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
9,238
-2,325
-20% -$101K 0.12% 115
2025
Q1
$524K Sell
11,563
-332
-3% -$15.1K 0.17% 89
2024
Q4
$476K Sell
11,895
-1,472
-11% -$58.9K 0.15% 100
2024
Q3
$600K Sell
13,367
-3,272
-20% -$147K 0.18% 93
2024
Q2
$686K Buy
16,639
+7,916
+91% +$326K 0.22% 81
2024
Q1
$366K Buy
8,723
+706
+9% +$29.6K 0.12% 128
2023
Q4
$302K Sell
8,017
-179
-2% -$6.75K 0.11% 130
2023
Q3
$295K Sell
8,196
-2,315
-22% -$83.4K 0.12% 126
2023
Q2
$391K Sell
10,511
-8,649
-45% -$322K 0.16% 107
2023
Q1
$745K Sell
19,160
-3
-0% -$117 0.33% 56
2022
Q4
$755K Buy
+19,163
New +$755K 0.4% 57