CRWM
Castle Rock Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
9,120
-619
| -6% | -$26.5K | 0.09% | 172 |
|
|
2025
Q1 | $441K | Sell |
9,739
-1,122
| -10% | -$50.8K | 0.12% | 153 |
|
|
2024
Q4 | $445K | Sell |
10,861
-1,844
| -15% | -$75.6K | 0.11% | 152 |
|
|
2024
Q3 | $561K | Sell |
12,705
-4,068
| -24% | -$179K | 0.13% | 146 |
|
|
2024
Q2 | $700K | Buy |
16,773
+50
| +0.3% | +$2.09K | 0.17% | 131 |
|
|
2024
Q1 | $656K | Buy |
16,723
+1,283
| +8% | +$50.3K | 0.18% | 132 |
|
|
2023
Q4 | $620K | Buy |
15,440
+4,383
| +40% | +$176K | 0.19% | 131 |
|
|
2023
Q3 | $339K | Sell |
11,057
-12,492
| -53% | -$383K | 0.11% | 157 |
|
|
2023
Q2 | $882K | Buy |
23,549
+633
| +3% | +$23.7K | 0.3% | 75 |
|
|
2023
Q1 | $861K | Buy |
22,916
+421
| +2% | +$15.8K | 0.31% | 66 |
|
|
2022
Q4 | $906K | Sell |
22,495
-3,139
| -12% | -$126K | 0.4% | 59 |
|
|
2022
Q3 | $921K | Buy |
25,634
+336
| +1% | +$12.1K | 0.46% | 48 |
|
|
2022
Q2 | $1.28M | Sell |
25,298
-2,079
| -8% | -$105K | 0.65% | 34 |
|
|
2022
Q1 | $1.47M | Sell |
27,377
-1,406
| -5% | -$75.6K | 0.68% | 32 |
|
|
2021
Q4 | $1.53M | Buy |
28,783
+652
| +2% | +$34.7K | 0.62% | 43 |
|
|
2021
Q3 | $1.47M | Sell |
28,131
-1,264
| -4% | -$66.1K | 0.5% | 62 |
|
|
2021
Q2 | $1.63M | Buy |
29,395
+595
| +2% | +$33K | 0.6% | 49 |
|
|
2021
Q1 | $1.65M | Sell |
28,800
-11,687
| -29% | -$670K | 0.66% | 44 |
|
|
2020
Q4 | $2.33M | Buy |
40,487
+10,348
| +34% | +$595K | 0.97% | 20 |
|
|
2020
Q3 | $1.71M | Buy |
30,139
+4,543
| +18% | +$258K | 1.12% | 21 |
|
|
2020
Q2 | $1.48M | Buy |
25,596
+14,839
| +138% | +$859K | 0.87% | 27 |
|
|
2020
Q1 | $591K | Buy |
10,757
+732
| +7% | +$40.2K | 0.51% | 47 |
|
|
2019
Q4 | $588K | Buy |
10,025
+381
| +4% | +$22.3K | 0.53% | 78 |
|
|
2019
Q3 | $575K | Buy |
9,644
+3,412
| +55% | +$203K | 0.6% | 63 |
|
|
2019
Q2 | $359K | Buy |
+6,232
| New | +$359K | 0.4% | 90 |
|
|
2018
Q4 | – | Sell |
-3,910
| Closed | -$224K | – | 104 |
|
|
2018
Q3 | $224K | Sell |
3,910
-7,376
| -65% | -$423K | 0.36% | 99 |
|
|
2018
Q2 | $568K | Sell |
11,286
-1,231
| -10% | -$62K | 0.78% | 37 |
|
|
2018
Q1 | $599K | Buy |
12,517
+3,912
| +45% | +$187K | 0.99% | 26 |
|
|
2017
Q4 | $455K | Buy |
+8,605
| New | +$455K | 0.89% | 39 |
|