CLA (CliftonLarsonAllen) Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $559K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $667K | Sell |
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|
2022
Q3 | $742K | Sell |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $861K | Buy |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $635K | Sell |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $727K | Sell |
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|
2020
Q2 | $743K | Buy |
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|
2019
Q4 | $778K | Sell |
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|
2019
Q3 | $821K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $666K | Sell |
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|
2018
Q4 | $810K | Buy |
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|
2018
Q3 | $556K | Sell |
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|
2018
Q2 | $554K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $279K | Buy |
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