CA
Claro Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
25,414
-12,089
| -32% | -$523K | 0.18% | 107 |
|
|
2025
Q1 | $1.7M | Buy |
37,503
+4,006
| +12% | +$182K | 0.23% | 77 |
|
|
2024
Q4 | $1.34M | Sell |
33,497
-1,237
| -4% | -$49.5K | 0.18% | 102 |
|
|
2024
Q3 | $1.56M | Sell |
34,734
-51
| -0.1% | -$2.29K | 0.2% | 99 |
|
|
2024
Q2 | $1.43M | Buy |
34,785
+4,018
| +13% | +$166K | 0.22% | 93 |
|
|
2024
Q1 | $1.29M | Buy |
30,767
+1,973
| +7% | +$82.8K | 0.22% | 94 |
|
|
2023
Q4 | $1.09M | Sell |
28,794
-19,286
| -40% | -$727K | 0.24% | 93 |
|
|
2023
Q3 | $1.56M | Buy |
48,080
+2,824
| +6% | +$91.5K | 0.39% | 54 |
|
|
2023
Q2 | $1.68M | Sell |
45,256
-743
| -2% | -$27.6K | 0.42% | 46 |
|
|
2023
Q1 | $1.79M | Buy |
45,999
+1,526
| +3% | +$59.3K | 0.53% | 41 |
|
|
2022
Q4 | $1.75M | Sell |
44,473
-15,264
| -26% | -$601K | 0.57% | 38 |
|
|
2022
Q3 | $3.03M | Hold |
59,737
| – | – | 1.21% | 12 |
|
|
2022
Q2 | $3.03M | Buy |
59,737
+16,203
| +37% | +$822K | 1.21% | 12 |
|
|
2022
Q1 | $2.26M | Hold |
43,534
| – | – | 0.81% | 24 |
|
|
2021
Q4 | $2.26M | Sell |
43,534
-6,862
| -14% | -$357K | 0.81% | 24 |
|
|
2021
Q3 | $2.72M | Buy |
50,396
+4,272
| +9% | +$231K | 1.14% | 15 |
|
|
2021
Q2 | $2.58M | Buy |
46,124
+1,033
| +2% | +$57.9K | 1.16% | 13 |
|
|
2021
Q1 | $2.62M | Buy |
45,091
+1,317
| +3% | +$76.6K | 1.33% | 11 |
|
|
2020
Q4 | $2.57M | Sell |
43,774
-1,434
| -3% | -$84.3K | 1.37% | 11 |
|
|
2020
Q3 | $2.69M | Buy |
45,208
+910
| +2% | +$54.1K | 1.7% | 9 |
|
|
2020
Q2 | $2.44M | Buy |
44,298
+3,153
| +8% | +$174K | 1.68% | 9 |
|
|
2020
Q1 | $2.21M | Buy |
41,145
+2,334
| +6% | +$125K | 2.06% | 8 |
|
|
2019
Q4 | $2.38M | Buy |
38,811
+690
| +2% | +$42.4K | 1.83% | 9 |
|
|
2019
Q3 | $2.3M | Sell |
38,121
-511
| -1% | -$30.8K | 2.04% | 6 |
|
|
2019
Q2 | $2.21M | Buy |
38,632
+2,855
| +8% | +$163K | 2.04% | 8 |
|
|
2019
Q1 | $2.12M | Buy |
35,777
+6,996
| +24% | +$414K | 2.09% | 8 |
|
|
2018
Q4 | $1.54M | Buy |
+28,781
| New | +$1.54M | 1.23% | 12 |
|