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