Carson Wealth (CWM LLC)’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6M | Buy |
1,307,571
+42,160
| +3% | +$1.82M | 0.2% | 102 |
|
|
2025
Q1 | $57.4M | Buy |
1,265,411
+25,091
| +2% | +$1.14M | 0.23% | 93 |
|
|
2024
Q4 | $49.6M | Buy |
1,240,320
+27,000
| +2% | +$1.08M | 0.21% | 96 |
|
|
2024
Q3 | $54.5M | Buy |
1,213,320
+15,994
| +1% | +$718K | 0.23% | 85 |
|
|
2024
Q2 | $49.4M | Buy |
1,197,326
+21,422
| +2% | +$883K | 0.23% | 82 |
|
|
2024
Q1 | $49.3M | Buy |
1,175,904
+41,646
| +4% | +$1.75M | 0.24% | 82 |
|
|
2023
Q4 | $42.8M | Buy |
1,134,258
+11,401
| +1% | +$430K | 0.23% | 86 |
|
|
2023
Q3 | $36.4M | Buy |
1,122,857
+150,329
| +15% | +$4.87M | 0.22% | 85 |
|
|
2023
Q2 | $36.2M | Buy |
972,528
+31,940
| +3% | +$1.19M | 0.22% | 83 |
|
|
2023
Q1 | $36.6M | Sell |
940,588
-25,359
| -3% | -$986K | 0.25% | 77 |
|
|
2022
Q4 | $38.1M | Buy |
965,947
+125,188
| +15% | +$4.93M | 0.28% | 73 |
|
|
2022
Q3 | $31.9M | Buy |
840,759
+56,505
| +7% | +$2.15M | 0.25% | 74 |
|
|
2022
Q2 | $39.8M | Buy |
784,254
+60,793
| +8% | +$3.09M | 0.31% | 65 |
|
|
2022
Q1 | $36.9M | Buy |
723,461
+32,301
| +5% | +$1.65M | 0.26% | 65 |
|
|
2021
Q4 | $35.9M | Buy |
+691,160
| New | +$35.9M | 0.25% | 70 |
|
|
2021
Q2 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2021
Q1 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2020
Q4 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2020
Q3 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2020
Q2 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2020
Q1 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2019
Q4 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2019
Q3 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2019
Q2 | $34.5M | Hold |
614,846
| – | – | 0.27% | 62 |
|
|
2019
Q1 | $34.5M | Buy |
614,846
+510,300
| +488% | +$28.6M | 0.27% | 62 |
|
|
2018
Q4 | $5.88M | Buy |
104,546
+58,424
| +127% | +$3.28M | 0.15% | 136 |
|
|
2018
Q3 | $2.46M | Buy |
46,122
+16,709
| +57% | +$892K | 0.06% | 236 |
|
|
2018
Q2 | $1.48M | Buy |
29,413
+10,310
| +54% | +$519K | 0.05% | 238 |
|
|
2018
Q1 | $914K | Sell |
19,103
-619
| -3% | -$29.6K | 0.04% | 232 |
|
|
2017
Q4 | $1.04M | Sell |
19,722
-832
| -4% | -$44K | 0.05% | 221 |
|
|
2017
Q3 | $1.02M | Sell |
20,554
-5,072
| -20% | -$251K | 0.05% | 208 |
|
|
2017
Q2 | $1.14M | Sell |
25,626
-2,540
| -9% | -$113K | 0.06% | 188 |
|
|
2017
Q1 | $1.37M | Sell |
28,166
-113,386
| -80% | -$5.53M | 0.08% | 167 |
|
|
2016
Q4 | $7.56M | Sell |
141,552
-3,284
| -2% | -$175K | 0.46% | 59 |
|
|
2016
Q3 | $7.53M | Sell |
144,836
-29,565
| -17% | -$1.54M | 0.52% | 58 |
|
|
2016
Q2 | $9.74M | Sell |
174,401
-54,574
| -24% | -$3.05M | 0.71% | 49 |
|
|
2016
Q1 | $12.4M | Sell |
228,975
-19,405
| -8% | -$1.05M | 1.09% | 23 |
|
|
2015
Q4 | $11.5M | Sell |
248,380
-43,069
| -15% | -$1.99M | 1.12% | 26 |
|
|
2015
Q3 | $12.7M | Buy |
291,449
+5,385
| +2% | +$234K | 1.28% | 16 |
|
|
2015
Q2 | $13.3M | Buy |
286,064
+11,524
| +4% | +$537K | 1.28% | 19 |
|
|
2015
Q1 | $13.4M | Sell |
274,540
-15,212
| -5% | -$740K | 1.35% | 19 |
|
|
2014
Q4 | $13.6M | Buy |
289,752
+40,084
| +16% | +$1.88M | 1.65% | 14 |
|
|
2014
Q3 | $12.5M | Buy |
249,668
+37,248
| +18% | +$1.86M | 1.81% | 10 |
|
|
2014
Q2 | $10.4M | Buy |
212,420
+36,826
| +21% | +$1.8M | 1.86% | 15 |
|
|
2014
Q1 | $8.35M | Buy |
175,594
+158,277
| +914% | +$7.53M | 1.14% | 26 |
|
|
2013
Q4 | $851K | Sell |
17,317
-3,848
| -18% | -$189K | 0.13% | 106 |
|
|
2013
Q3 | $988K | Buy |
+21,165
| New | +$988K | 0.26% | 52 |
|