CPWA
Cerro Pacific Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
19,492
+135
| +0.7% | +$5.84K | 0.23% | 76 |
|
|
2025
Q1 | $774K | Sell |
19,357
-844
| -4% | -$33.8K | 0.25% | 78 |
|
|
2024
Q4 | $907K | Buy |
20,201
+2,064
| +11% | +$92.7K | 0.3% | 74 |
|
|
2024
Q3 | $748K | Buy |
18,137
+758
| +4% | +$31.3K | 0.28% | 75 |
|
|
2024
Q2 | $717K | Buy |
+17,379
| New | +$717K | 0.27% | 77 |
|
|
2023
Q1 | $590K | Buy |
15,168
+3,574
| +31% | +$139K | 0.33% | 76 |
|
|
2022
Q4 | $457K | Buy |
11,594
+365
| +3% | +$14.4K | 0.24% | 97 |
|
|
2022
Q3 | $426K | Buy |
11,229
+450
| +4% | +$17.1K | 0.26% | 96 |
|
|
2022
Q2 | $547K | Buy |
10,779
+346
| +3% | +$17.6K | 0.34% | 81 |
|
|
2022
Q1 | $531K | Buy |
10,433
+120
| +1% | +$6.11K | 0.33% | 91 |
|
|
2021
Q4 | $536K | Sell |
10,313
-2,895
| -22% | -$150K | 0.34% | 85 |
|
|
2021
Q3 | $713K | Sell |
13,208
-2,885
| -18% | -$156K | 0.51% | 61 |
|
|
2021
Q2 | $902K | Buy |
+16,093
| New | +$902K | 0.67% | 45 |
|
|
2020
Q4 | $1.61M | Buy |
+27,360
| New | +$1.61M | 0.96% | 25 |
|