CWP
CFM Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
15,737
-1,119
| -7% | -$48.4K | 0.11% | 85 |
|
|
2025
Q1 | $765K | Buy |
16,856
+587
| +4% | +$26.6K | 0.13% | 84 |
|
|
2024
Q4 | $651K | Buy |
16,269
+539
| +3% | +$21.6K | 0.11% | 88 |
|
|
2024
Q3 | $706K | Sell |
15,730
-511
| -3% | -$22.9K | 0.12% | 88 |
|
|
2024
Q2 | $670K | Buy |
16,241
+1,204
| +8% | +$49.7K | 0.12% | 91 |
|
|
2024
Q1 | $631K | Buy |
15,037
+1,041
| +7% | +$43.7K | 0.13% | 96 |
|
|
2023
Q4 | $528K | Buy |
13,996
+1,137
| +9% | +$42.9K | 0.12% | 106 |
|
|
2023
Q3 | $417K | Sell |
12,859
-8,870
| -41% | -$287K | 0.11% | 109 |
|
|
2023
Q2 | $808K | Sell |
21,729
-350
| -2% | -$13K | 0.2% | 85 |
|
|
2023
Q1 | $859K | Buy |
22,079
+1,665
| +8% | +$64.8K | 0.23% | 80 |
|
|
2022
Q4 | $804K | Sell |
20,414
-7,687
| -27% | -$303K | 0.24% | 81 |
|
|
2022
Q3 | $1.07M | Buy |
28,101
+10,140
| +56% | +$385K | 0.34% | 68 |
|
|
2022
Q2 | $912K | Sell |
17,961
-121
| -0.7% | -$6.14K | 0.27% | 78 |
|
|
2022
Q1 | $921K | Buy |
18,082
+282
| +2% | +$14.4K | 0.22% | 81 |
|
|
2021
Q4 | $933K | Sell |
17,800
-2,464
| -12% | -$129K | 0.21% | 86 |
|
|
2021
Q3 | $1.09M | Buy |
20,264
+454
| +2% | +$24.5K | 0.28% | 74 |
|
|
2021
Q2 | $1.11M | Buy |
19,810
+17
| +0.1% | +$953 | 0.29% | 74 |
|
|
2021
Q1 | $1.15M | Buy |
19,793
+336
| +2% | +$19.5K | 0.35% | 66 |
|
|
2020
Q4 | $1.14M | Sell |
19,457
-191
| -1% | -$11.2K | 0.36% | 60 |
|
|
2020
Q3 | $1.17M | Buy |
19,648
+82
| +0.4% | +$4.88K | 0.43% | 51 |
|
|
2020
Q2 | $1.08M | Sell |
19,566
-1,581
| -7% | -$87.1K | 0.41% | 53 |
|
|
2020
Q1 | $1.14M | Sell |
21,147
-40
| -0.2% | -$2.15K | 0.53% | 46 |
|
|
2019
Q4 | $1.26M | Buy |
+21,187
| New | +$1.26M | 0.47% | 48 |
|