CWM
Cedar Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4K | Buy |
+565
| New | +$24.4K | 0.01% | 133 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$40K | – | 205 |
|
|
2024
Q4 | $40K | Sell |
1,000
-1,743
| -64% | -$69.7K | 0.01% | 111 |
|
|
2024
Q3 | $123K | Buy |
2,743
+100
| +4% | +$4.49K | 0.04% | 119 |
|
|
2024
Q2 | $109K | Sell |
2,643
-4,530
| -63% | -$187K | 0.04% | 126 |
|
|
2024
Q1 | $301K | Buy |
7,173
+100
| +1% | +$4.2K | 0.1% | 91 |
|
|
2023
Q4 | $267K | Sell |
7,073
-6,125
| -46% | -$231K | 0.1% | 92 |
|
|
2023
Q3 | $428K | Buy |
13,198
+5,030
| +62% | +$163K | 0.17% | 71 |
|
|
2023
Q2 | $304K | Sell |
8,168
-7,828
| -49% | -$291K | 0.12% | 82 |
|
|
2023
Q1 | $622K | Hold |
15,996
| – | – | 0.25% | 53 |
|
|
2022
Q4 | $630K | Sell |
15,996
-12
| -0.1% | -$473 | 0.31% | 47 |
|
|
2022
Q3 | $608K | Hold |
16,008
| – | – | 0.3% | 57 |
|
|
2022
Q2 | $812K | Hold |
16,008
| – | – | 0.37% | 45 |
|
|
2022
Q1 | $815K | Buy |
16,008
+15,006
| +1,498% | +$764K | 0.33% | 50 |
|
|
2021
Q4 | $52K | Buy |
1,002
+182
| +22% | +$9.45K | 0.02% | 178 |
|
|
2021
Q3 | $44K | Sell |
820
-617
| -43% | -$33.1K | 0.02% | 167 |
|
|
2021
Q2 | $81K | Hold |
1,437
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $84K | Sell |
1,437
-15
| -1% | -$877 | 0.04% | 137 |
|
|
2020
Q4 | $85K | Hold |
1,452
| – | – | 0.05% | 116 |
|
|
2020
Q3 | $86K | Hold |
1,452
| – | – | 0.05% | 111 |
|
|
2020
Q2 | $80K | Sell |
1,452
-2,300
| -61% | -$127K | 0.05% | 110 |
|
|
2020
Q1 | $202K | Buy |
3,752
+569
| +18% | +$30.6K | 0.14% | 76 |
|
|
2019
Q4 | $195K | Sell |
3,183
-89
| -3% | -$5.45K | 0.12% | 65 |
|
|
2019
Q3 | $197K | Buy |
3,272
+624
| +24% | +$37.6K | 0.13% | 67 |
|
|
2019
Q2 | $151K | Sell |
2,648
-22
| -0.8% | -$1.26K | 0.1% | 76 |
|
|
2019
Q1 | $158K | Sell |
2,670
-83
| -3% | -$4.91K | 0.1% | 64 |
|
|
2018
Q4 | $155K | Sell |
2,753
-3,707
| -57% | -$209K | 0.11% | 61 |
|
|
2018
Q3 | $345K | Sell |
6,460
-150
| -2% | -$8.01K | 0.18% | 41 |
|
|
2018
Q2 | $333K | Hold |
6,610
| – | – | 0.19% | 32 |
|
|
2018
Q1 | $316K | Buy |
6,610
+560
| +9% | +$26.8K | 0.2% | 33 |
|
|
2017
Q4 | $320K | Buy |
6,050
+219
| +4% | +$11.6K | 0.19% | 31 |
|
|
2017
Q3 | $289K | Buy |
5,831
+460
| +9% | +$22.8K | 0.17% | 34 |
|
|
2017
Q2 | $240K | Buy |
5,371
+635
| +13% | +$28.4K | 0.16% | 41 |
|
|
2017
Q1 | $231K | Hold |
4,736
| – | – | 0.14% | 43 |
|
|
2016
Q4 | $253K | Buy |
4,736
+170
| +4% | +$9.08K | 0.17% | 38 |
|
|
2016
Q3 | $237K | Hold |
4,566
| – | – | 0.16% | 28 |
|
|
2016
Q2 | $255K | Buy |
4,566
+1,400
| +44% | +$78.2K | 0.16% | 30 |
|
|
2016
Q1 | $171K | Buy |
+3,166
| New | +$171K | 0.12% | 31 |
|