CarsonAllaria Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
5,454
-106
| -2% | -$4.59K | 0.13% | 58 |
|
|
2025
Q1 | $252K | Buy |
5,560
+119
| +2% | +$5.4K | 0.15% | 56 |
|
|
2024
Q4 | $218K | Sell |
5,441
-245
| -4% | -$9.8K | 0.12% | 61 |
|
|
2024
Q3 | $255K | Buy |
5,686
+412
| +8% | +$18.5K | 0.15% | 55 |
|
|
2024
Q2 | $218K | Sell |
5,274
-444
| -8% | -$18.3K | 0.13% | 61 |
|
|
2024
Q1 | $240K | Sell |
5,718
-675
| -11% | -$28.3K | 0.15% | 60 |
|
|
2023
Q4 | $241K | Buy |
6,393
+287
| +5% | +$10.8K | 0.17% | 57 |
|
|
2023
Q3 | $198K | Sell |
6,106
-331
| -5% | -$10.7K | 0.16% | 60 |
|
|
2023
Q2 | $239K | Buy |
6,437
+139
| +2% | +$5.17K | 0.19% | 58 |
|
|
2023
Q1 | $245K | Buy |
6,298
+45
| +0.7% | +$1.75K | 0.21% | 56 |
|
|
2022
Q4 | $246K | Buy |
6,253
+74
| +1% | +$2.91K | 0.22% | 56 |
|
|
2022
Q3 | $235K | Buy |
6,179
+92
| +2% | +$3.5K | 0.22% | 59 |
|
|
2022
Q2 | $309K | Buy |
6,087
+69
| +1% | +$3.5K | 0.29% | 44 |
|
|
2022
Q1 | $307K | Buy |
6,018
+72
| +1% | +$3.67K | 0.27% | 45 |
|
|
2021
Q4 | $309K | Buy |
+5,946
| New | +$309K | 0.27% | 46 |
|