Cassady Schiller Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23.5K | Sell |
587
-293
| -33% | -$11.7K | 0.01% | 264 |
|
|
2024
Q3 | $39.5K | Hold |
880
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $36.3K | Sell |
880
-250
| -22% | -$10.3K | 0.01% | 226 |
|
|
2024
Q1 | $47.4K | Buy |
1,130
+125
| +12% | +$5.25K | 0.02% | 213 |
|
|
2023
Q4 | $37.9K | Sell |
1,005
-116
| -10% | -$4.37K | 0.02% | 221 |
|
|
2023
Q3 | $36.3K | Buy |
1,121
+3
| +0.3% | +$97 | 0.02% | 219 |
|
|
2023
Q2 | $41.6K | Hold |
1,118
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $43.5K | Sell |
1,118
-38
| -3% | -$1.48K | 0.02% | 212 |
|
|
2022
Q4 | $45.5K | Buy |
+1,156
| New | +$45.5K | 0.03% | 200 |
|
|
2022
Q1 | – | Sell |
-1,444
| Closed | -$75K | – | 595 |
|
|
2021
Q4 | $75K | Buy |
+1,444
| New | +$75K | 0.05% | 167 |
|