Charles Schwab Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
13,127
+1,000
| +8% | +$43.3K | 0.04% | 112 |
|
|
2025
Q1 | $550K | Sell |
12,127
-7,510
| -38% | -$341K | 0.05% | 109 |
|
|
2024
Q4 | $785K | Buy |
19,637
+3,015
| +18% | +$121K | 0.07% | 96 |
|
|
2024
Q3 | $747K | Sell |
16,622
-4,231
| -20% | -$190K | 0.06% | 93 |
|
|
2024
Q2 | $860K | Buy |
20,853
+2,253
| +12% | +$92.9K | 0.08% | 91 |
|
|
2024
Q1 | $780K | Sell |
18,600
-223
| -1% | -$9.36K | 0.07% | 90 |
|
|
2023
Q4 | $710K | Sell |
18,823
-2,994
| -14% | -$113K | 0.07% | 106 |
|
|
2023
Q3 | $707K | Buy |
21,817
+2,629
| +14% | +$85.2K | 0.08% | 101 |
|
|
2023
Q2 | $684K | Sell |
19,188
-263
| -1% | -$9.37K | 0.08% | 91 |
|
|
2023
Q1 | $756K | Sell |
19,451
-5,554
| -22% | -$216K | 0.09% | 90 |
|
|
2022
Q4 | $985K | Buy |
25,005
+805
| +3% | +$31.7K | 0.13% | 79 |
|
|
2022
Q3 | $919K | Sell |
24,200
-525
| -2% | -$19.9K | 0.15% | 76 |
|
|
2022
Q2 | $1.26M | Buy |
24,725
+112
| +0.5% | +$5.69K | 0.26% | 59 |
|
|
2022
Q1 | $1.25M | Sell |
24,613
-2,357
| -9% | -$120K | 0.22% | 64 |
|
|
2021
Q4 | $1.4M | Sell |
26,970
-385
| -1% | -$20K | 0.23% | 61 |
|
|
2021
Q3 | $1.48M | Buy |
27,355
+509
| +2% | +$27.5K | 0.29% | 63 |
|
|
2021
Q2 | $1.5M | Sell |
26,846
-74
| -0.3% | -$4.15K | 0.3% | 65 |
|
|
2021
Q1 | $1.57M | Sell |
26,920
-731
| -3% | -$42.6K | 0.33% | 60 |
|
|
2020
Q4 | $1.62M | Hold |
27,651
| – | – | 0.39% | 58 |
|
|
2020
Q3 | $1.65M | Sell |
27,651
-957
| -3% | -$56.9K | 0.51% | 48 |
|
|
2020
Q2 | $1.58M | Buy |
28,608
+10,931
| +62% | +$603K | 0.53% | 46 |
|
|
2020
Q1 | $950K | Buy |
17,677
+2,996
| +20% | +$161K | 0.39% | 64 |
|
|
2019
Q4 | $901K | Buy |
14,681
+3,648
| +33% | +$224K | 0.35% | 68 |
|
|
2019
Q3 | $660K | Buy |
+11,033
| New | +$660K | 0.31% | 68 |
|