Castleview 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 | $286K | Buy |
6,608
+634
| +11% | +$27.4K | 0.18% | 135 |
|
|
2025
Q1 | $271K | Buy |
5,974
+62
| +1% | +$2.81K | 0.18% | 136 |
|
|
2024
Q4 | $238K | Buy |
5,912
+140
| +2% | +$5.63K | 0.13% | 171 |
|
|
2024
Q3 | $259K | Sell |
5,772
-50
| -0.9% | -$2.25K | 0.15% | 147 |
|
|
2024
Q2 | $240K | Buy |
5,822
+287
| +5% | +$11.8K | 0.14% | 151 |
|
|
2024
Q1 | $232K | Buy |
5,535
+739
| +15% | +$31K | 0.13% | 164 |
|
|
2023
Q4 | $181K | Buy |
4,796
+1,076
| +29% | +$40.6K | 0.13% | 143 |
|
|
2023
Q3 | $121K | Sell |
3,720
-343
| -8% | -$11.1K | 0.11% | 155 |
|
|
2023
Q2 | $151K | Sell |
4,063
-1,675
| -29% | -$62.3K | 0.14% | 138 |
|
|
2023
Q1 | $223K | Buy |
5,738
+45
| +0.8% | +$1.75K | 0.2% | 119 |
|
|
2022
Q4 | $224K | Buy |
5,693
+127
| +2% | +$5K | 0.22% | 107 |
|
|
2022
Q3 | $211K | Buy |
5,566
+5,562
| +139,050% | +$211K | 0.2% | 105 |
|
|
2022
Q2 | $0 | Sell |
4
-5,417
| -100% | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $276K | Sell |
5,421
-510,264
| -99% | -$26M | 0.17% | 124 |
|
|
2021
Q4 | $9.92K | Buy |
+515,685
| New | +$9.92K | 0.08% | 93 |
|
|
2021
Q2 | $397K | Buy |
+7,093
| New | +$397K | 0.17% | 118 |
|
|
2018
Q1 | $232K | Buy |
+4,859
| New | +$232K | 0.19% | 102 |
|