CJM Wealth Advisers’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $290K | Buy |
6,712
+67
| +1% | +$2.9K | 0.1% | 56 |
|
2025
Q1 | $301K | Buy |
+6,645
| New | +$301K | 0.11% | 53 |
|
2022
Q3 | – | Sell |
-4,111
| Closed | -$209K | – | 56 |
|
2022
Q2 | $209K | Buy |
4,111
+127
| +3% | +$6.45K | 0.15% | 52 |
|
2022
Q1 | $203K | Sell |
3,984
-1,525
| -28% | -$77.7K | 0.14% | 59 |
|
2021
Q4 | $286K | Buy |
+5,509
| New | +$286K | 0.2% | 46 |
|