CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,127
| Closed | -$525K | – | 202 |
|
|
2024
Q4 | $525K | Buy |
13,127
+635
| +5% | +$25.4K | 0.01% | 168 |
|
|
2024
Q3 | $561K | Buy |
12,492
+2,332
| +23% | +$105K | 0.01% | 162 |
|
|
2024
Q2 | $419K | Sell |
10,160
-576
| -5% | -$23.8K | 0.01% | 169 |
|
|
2024
Q1 | $450K | Sell |
10,736
-5,245
| -33% | -$220K | 0.01% | 166 |
|
|
2023
Q4 | $602K | Buy |
15,981
+4,108
| +35% | +$155K | 0.02% | 160 |
|
|
2023
Q3 | $385K | Buy |
11,873
+615
| +5% | +$19.9K | 0.01% | 168 |
|
|
2023
Q2 | $419K | Buy |
11,258
+804
| +8% | +$29.9K | 0.01% | 163 |
|
|
2023
Q1 | $407K | Sell |
10,454
-6,481
| -38% | -$252K | 0.01% | 171 |
|
|
2022
Q4 | $667K | Sell |
16,935
-2,602
| -13% | -$103K | 0.02% | 154 |
|
|
2022
Q3 | $742K | Sell |
19,537
-82
| -0.4% | -$3.11K | 0.09% | 64 |
|
|
2022
Q2 | $996K | Sell |
19,619
-3,063
| -14% | -$156K | 0.04% | 134 |
|
|
2022
Q1 | $1.16M | Buy |
22,682
+6,102
| +37% | +$311K | 0.04% | 136 |
|
|
2021
Q4 | $861K | Buy |
16,580
+4,862
| +41% | +$252K | 0.03% | 131 |
|
|
2021
Q3 | $633K | Buy |
11,718
+377
| +3% | +$20.4K | 0.02% | 197 |
|
|
2021
Q2 | $635K | Sell |
11,341
-158
| -1% | -$8.85K | 0.03% | 200 |
|
|
2021
Q1 | $669K | Sell |
11,499
-696
| -6% | -$40.5K | 0.03% | 140 |
|
|
2020
Q4 | $716K | Sell |
12,195
-29
| -0.2% | -$1.7K | 0.04% | 131 |
|
|
2020
Q3 | $727K | Sell |
12,224
-1,258
| -9% | -$74.8K | 0.04% | 124 |
|
|
2020
Q2 | $743K | Buy |
+13,482
| New | +$743K | 0.05% | 120 |
|
|
2019
Q4 | $778K | Sell |
12,673
-923
| -7% | -$56.7K | 0.06% | 119 |
|
|
2019
Q3 | $821K | Buy |
+13,596
| New | +$821K | 0.07% | 108 |
|
|
2019
Q2 | – | Sell |
-11,268
| Closed | -$666K | – | 113 |
|
|
2019
Q1 | $666K | Sell |
11,268
-3,146
| -22% | -$186K | 0.07% | 86 |
|
|
2018
Q4 | $810K | Buy |
14,414
+4,003
| +38% | +$225K | 0.08% | 108 |
|
|
2018
Q3 | $556K | Sell |
10,411
-600
| -5% | -$32K | 0.05% | 104 |
|
|
2018
Q2 | $554K | Buy |
+11,011
| New | +$554K | 0.05% | 106 |
|
|
2015
Q3 | – | Sell |
-5,979
| Closed | -$279K | – | 164 |
|
|
2015
Q2 | $279K | Buy |
+5,979
| New | +$279K | 0.06% | 135 |
|