Cary Street Partners Investment 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 | $475K | Buy |
10,975
+484
| +5% | +$20.9K | 0.23% | 105 |
|
|
2025
Q1 | $476K | Buy |
10,491
+3,403
| +48% | +$154K | 0.27% | 93 |
|
|
2024
Q4 | $283K | Sell |
7,088
-46,408
| -87% | -$1.86M | 0.19% | 130 |
|
|
2024
Q3 | $2.4M | Buy |
53,496
+4,300
| +9% | +$193K | 0.09% | 243 |
|
|
2024
Q2 | $2.03M | Buy |
49,196
+1,515
| +3% | +$62.5K | 0.08% | 249 |
|
|
2024
Q1 | $2M | Buy |
47,681
+10,380
| +28% | +$436K | 0.08% | 243 |
|
|
2023
Q4 | $1.41M | Sell |
37,301
-2,995
| -7% | -$113K | 0.07% | 277 |
|
|
2023
Q3 | $1.31M | Sell |
40,296
-19,192
| -32% | -$622K | 0.07% | 269 |
|
|
2023
Q2 | $2.21M | Sell |
59,488
-57,269
| -49% | -$2.13M | 0.14% | 169 |
|
|
2023
Q1 | $4.54M | Sell |
116,757
-12,398
| -10% | -$482K | 0.33% | 81 |
|
|
2022
Q4 | $5.09M | Sell |
129,155
-9,803
| -7% | -$386K | 0.37% | 72 |
|
|
2022
Q3 | $5.28M | Buy |
138,958
+14,507
| +12% | +$551K | 0.43% | 66 |
|
|
2022
Q2 | $6.32M | Buy |
124,451
+105,107
| +543% | +$5.33M | 0.54% | 56 |
|
|
2022
Q1 | $985K | Buy |
19,344
+3,393
| +21% | +$173K | 0.27% | 107 |
|
|
2021
Q4 | $829K | Buy |
15,951
+57
| +0.4% | +$2.96K | 0.23% | 111 |
|
|
2021
Q3 | $858K | Sell |
15,894
-899
| -5% | -$48.5K | 0.28% | 95 |
|
|
2021
Q2 | $941K | Sell |
16,793
-1,393
| -8% | -$78.1K | 0.3% | 90 |
|
|
2021
Q1 | $1.06M | Sell |
18,186
-49,882
| -73% | -$2.9M | 0.44% | 63 |
|
|
2020
Q4 | $4M | Buy |
68,068
+14,467
| +27% | +$850K | 0.77% | 27 |
|
|
2020
Q3 | $3.19M | Buy |
53,601
+44,474
| +487% | +$2.65M | 0.67% | 45 |
|
|
2020
Q2 | $503K | Buy |
9,127
+330
| +4% | +$18.2K | 0.71% | 37 |
|
|
2020
Q1 | $472K | Sell |
8,797
-376
| -4% | -$20.2K | 1.1% | 26 |
|
|
2019
Q4 | $563K | Buy |
+9,173
| New | +$563K | 0.62% | 44 |
|
|
2018
Q4 | $455K | Buy |
+8,094
| New | +$455K | 0.44% | 44 |
|