Cassaday & Co 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 | $1.49M | Sell |
34,382
-260
| -0.8% | -$11.3K | 0.04% | 101 |
|
|
2025
Q1 | $1.57M | Buy |
34,642
+408
| +1% | +$18.5K | 0.04% | 87 |
|
|
2024
Q4 | $1.37M | Buy |
34,234
+11,254
| +49% | +$450K | 0.04% | 90 |
|
|
2024
Q3 | $1.03M | Sell |
22,980
-805
| -3% | -$36.2K | 0.03% | 110 |
|
|
2024
Q2 | $981K | Sell |
23,785
-91
| -0.4% | -$3.75K | 0.03% | 105 |
|
|
2024
Q1 | $1M | Buy |
23,876
+1,936
| +9% | +$81.2K | 0.03% | 103 |
|
|
2023
Q4 | $827K | Sell |
21,940
-1,781
| -8% | -$67.1K | 0.03% | 110 |
|
|
2023
Q3 | $769K | Buy |
23,721
+332
| +1% | +$10.8K | 0.03% | 106 |
|
|
2023
Q2 | $870K | Sell |
23,389
-817
| -3% | -$30.4K | 0.03% | 105 |
|
|
2023
Q1 | $941K | Buy |
24,206
+1,108
| +5% | +$43.1K | 0.04% | 98 |
|
|
2022
Q4 | $910K | Buy |
+23,098
| New | +$910K | 0.04% | 97 |
|