Carson Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
27,870
+2,801
| +11% | +$121K | 0.77% | 31 |
|
|
2025
Q1 | $1.14M | Sell |
25,069
-159
| -0.6% | -$7.21K | 0.77% | 34 |
|
|
2024
Q4 | $1.01M | Sell |
25,228
-732
| -3% | -$29.3K | 0.7% | 36 |
|
|
2024
Q3 | $1.17M | Sell |
25,960
-44
| -0.2% | -$1.98K | 0.73% | 33 |
|
|
2024
Q2 | $1.07M | Buy |
26,004
+2,727
| +12% | +$112K | 0.75% | 34 |
|
|
2024
Q1 | $977K | Buy |
23,277
+84
| +0.4% | +$3.53K | 0.69% | 38 |
|
|
2023
Q4 | $874K | Buy |
23,193
+1,059
| +5% | +$39.9K | 0.68% | 40 |
|
|
2023
Q3 | $717K | Buy |
22,134
+1,643
| +8% | +$53.2K | 0.63% | 50 |
|
|
2023
Q2 | $762K | Buy |
20,491
+346
| +2% | +$12.9K | 0.64% | 46 |
|
|
2023
Q1 | $783K | Sell |
20,145
-696
| -3% | -$27.1K | 0.7% | 42 |
|
|
2022
Q4 | $821K | Buy |
20,841
+1,430
| +7% | +$56.3K | 0.79% | 38 |
|
|
2022
Q3 | $737K | Buy |
19,411
+1,597
| +9% | +$60.6K | 0.82% | 36 |
|
|
2022
Q2 | $904K | Buy |
17,814
+1,050
| +6% | +$53.3K | 1.01% | 28 |
|
|
2022
Q1 | $854K | Buy |
16,764
+2,263
| +16% | +$115K | 0.85% | 32 |
|
|
2021
Q4 | $753K | Buy |
+14,501
| New | +$753K | 0.76% | 39 |
|