CBIZ Investment Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $116K | Buy |
2,682
+178
| +7% | +$7.7K | 0.01% | 70 |
|
2025
Q1 | $114K | Buy |
2,504
+173
| +7% | +$7.85K | 0.01% | 66 |
|
2024
Q4 | $93.2K | Buy |
2,331
+1,976
| +557% | +$79K | ﹤0.01% | 79 |
|
2024
Q3 | $16K | Sell |
355
-3,285
| -90% | -$148K | ﹤0.01% | 225 |
|
2024
Q2 | $150K | Buy |
3,640
+1
| +0% | +$41 | 0.01% | 54 |
|
2024
Q1 | $153K | Buy |
+3,639
| New | +$153K | 0.01% | 54 |
|
2022
Q3 | – | Sell |
-4,929
| Closed | -$250K | – | 39 |
|
2022
Q2 | $250K | Sell |
4,929
-1,547
| -24% | -$78.5K | 0.02% | 31 |
|
2022
Q1 | $330K | Buy |
6,476
+1,047
| +19% | +$53.4K | 0.03% | 17 |
|
2021
Q4 | $282K | Buy |
+5,429
| New | +$282K | 0.02% | 33 |
|
2021
Q3 | – | Hold |
0
| – | -$304K | – | 35 |
|
2021
Q2 | – | Hold |
0
| – | -$316K | – | 36 |
|
2021
Q1 | – | Hold |
0
| – | -$320K | – | 32 |
|
2020
Q4 | – | Hold |
0
| – | -$367K | – | 26 |
|
2020
Q3 | – | Hold |
0
| – | -$339K | – | 23 |
|
2020
Q2 | – | Hold |
0
| – | -$353K | – | 25 |
|
2020
Q1 | – | Hold |
0
| – | -$398K | – | 26 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 34 |
|