Cassia Capital Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
23,958
-131
| -0.5% | -$5.67K | 0.62% | 39 |
|
|
2025
Q1 | $1.09M | Buy |
24,089
+4,090
| +20% | +$186K | 0.68% | 35 |
|
|
2024
Q4 | $800K | Buy |
19,999
+6,533
| +49% | +$261K | 0.51% | 40 |
|
|
2024
Q3 | $605K | Sell |
13,466
-1,183
| -8% | -$53.1K | 0.4% | 44 |
|
|
2024
Q2 | $604K | Sell |
14,649
-1,276
| -8% | -$52.6K | 0.4% | 43 |
|
|
2024
Q1 | $668K | Buy |
15,925
+3,462
| +28% | +$145K | 0.44% | 42 |
|
|
2023
Q4 | $470K | Sell |
12,463
-189
| -1% | -$7.13K | 0.39% | 48 |
|
|
2023
Q3 | $410K | Buy |
12,652
+261
| +2% | +$8.46K | 0.34% | 45 |
|
|
2023
Q2 | $461K | Buy |
12,391
+2,659
| +27% | +$98.9K | 0.36% | 35 |
|
|
2023
Q1 | $378K | Sell |
9,732
-288
| -3% | -$11.2K | 0.3% | 31 |
|
|
2022
Q4 | $395K | Buy |
+10,020
| New | +$395K | 0.32% | 28 |
|
|
2021
Q3 | – | Sell |
-4,175
| Closed | -$234K | – | 132 |
|
|
2021
Q2 | $234K | Buy |
4,175
+619
| +17% | +$34.7K | 0.18% | 31 |
|
|
2021
Q1 | $207K | Buy |
+3,556
| New | +$207K | 0.19% | 22 |
|