CFS 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
$406K Sell
9,381
-14
-0.1% -$606 0.03% 244
2025
Q1
$426K Sell
9,395
-450
-5% -$20.4K 0.04% 231
2024
Q4
$394K Sell
9,845
-1,326
-12% -$53.1K 0.04% 232
2024
Q3
$502K Buy
11,171
+1,526
+16% +$68.6K 0.04% 202
2024
Q2
$398K Buy
9,645
+674
+8% +$27.8K 0.03% 198
2024
Q1
$376K Buy
8,971
+68
+0.8% +$2.85K 0.06% 125
2023
Q4
$336K Sell
8,903
-2,837
-24% -$107K 0.06% 131
2023
Q3
$380K Buy
11,740
+4,508
+62% +$146K 0.06% 139
2023
Q2
$269K Buy
7,232
+82
+1% +$3.05K 0.03% 215
2023
Q1
$278K Buy
+7,150
New +$278K 0.05% 124
2022
Q4
Sell
-222,441
Closed -$223K 271
2022
Q3
$223K Buy
222,441
+215,499
+3,104% +$216K 0.05% 121
2022
Q2
$352K Sell
6,942
-290,508
-98% -$14.7M 0.05% 180
2022
Q1
$7K Buy
297,450
+291,727
+5,097% +$6.87K 0.03% 186
2021
Q4
$305K Buy
5,723
+398
+7% +$21.2K 0.04% 191
2021
Q3
$288K Buy
+5,325
New +$288K 0.04% 181
2020
Q4
$265K Buy
+4,518
New +$265K 0.04% 165