Cladis Investment Advisory’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
53,347
-6,048
-10% -$262K 1.45% 16
2025
Q1
$2.69M Sell
59,395
-82
-0.1% -$3.72K 1.95% 8
2024
Q4
$2.38M Sell
59,477
-1,147
-2% -$45.9K 1.69% 12
2024
Q3
$2.72M Sell
60,624
-1,347
-2% -$60.5K 1.89% 9
2024
Q2
$2.56M Sell
61,971
-3,973
-6% -$164K 1.85% 9
2024
Q1
$2.77M Sell
65,944
-7,782
-11% -$327K 2.03% 8
2023
Q4
$2.78M Buy
73,726
+935
+1% +$35.3K 2.18% 6
2023
Q3
$2.36M Buy
72,791
+25,763
+55% +$835K 2.07% 8
2023
Q2
$1.75M Buy
47,028
+3,993
+9% +$149K 1.52% 16
2023
Q1
$1.67M Buy
43,035
+5,702
+15% +$222K 1.5% 17
2022
Q4
$1.47M Sell
37,333
-177
-0.5% -$6.97K 1.46% 19
2022
Q3
$1.42M Buy
37,510
+5,442
+17% +$207K 1.54% 14
2022
Q2
$1.63M Buy
32,068
+402
+1% +$20.4K 1.63% 13
2022
Q1
$1.61M Sell
31,666
-399
-1% -$20.3K 1.31% 18
2021
Q4
$1.67M Buy
+32,065
New +$1.67M 1.34% 18