Clear Creek Financial Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.17M | Buy |
50,230
+5,906
| +13% | +$256K | 0.21% | 113 |
|
2025
Q1 | $2.01M | Buy |
44,324
+6,215
| +16% | +$282K | 0.21% | 103 |
|
2024
Q4 | $1.52M | Buy |
38,109
+4,062
| +12% | +$162K | 0.16% | 125 |
|
2024
Q3 | $1.53M | Buy |
34,047
+487
| +1% | +$21.9K | 0.17% | 113 |
|
2024
Q2 | $1.38M | Buy |
33,560
+1,368
| +4% | +$56.3K | 0.17% | 118 |
|
2024
Q1 | $1.35M | Buy |
32,192
+7,623
| +31% | +$319K | 0.17% | 115 |
|
2023
Q4 | $925K | Sell |
24,569
-1,146
| -4% | -$43.2K | 0.15% | 123 |
|
2023
Q3 | $834K | Buy |
25,715
+1,807
| +8% | +$58.6K | 0.15% | 115 |
|
2023
Q2 | $889K | Sell |
23,908
-164
| -0.7% | -$6.1K | 0.15% | 113 |
|
2023
Q1 | $936K | Buy |
24,072
+3,273
| +16% | +$127K | 0.18% | 110 |
|
2022
Q4 | $819K | Buy |
20,799
+2,194
| +12% | +$86.4K | 0.18% | 109 |
|
2022
Q3 | $706K | Sell |
18,605
-2,441
| -12% | -$92.6K | 0.16% | 113 |
|
2022
Q2 | $1.07M | Buy |
21,046
+5,521
| +36% | +$280K | 0.22% | 85 |
|
2022
Q1 | $791K | Buy |
15,525
+420
| +3% | +$21.4K | 0.12% | 141 |
|
2021
Q4 | $785K | Sell |
15,105
-310
| -2% | -$16.1K | 0.12% | 142 |
|
2021
Q3 | $833K | Buy |
15,415
+1,596
| +12% | +$86.2K | 0.13% | 146 |
|
2021
Q2 | $774K | Buy |
13,819
+10,133
| +275% | +$568K | 0.12% | 147 |
|
2021
Q1 | $214K | Sell |
3,686
-12,230
| -77% | -$710K | 0.43% | 42 |
|
2020
Q4 | $935K | Buy |
+15,916
| New | +$935K | 0.18% | 125 |
|
2020
Q3 | – | Sell |
-11,532
| Closed | -$635K | – | 261 |
|
2020
Q2 | $635K | Buy |
11,532
+2,138
| +23% | +$118K | 0.16% | 93 |
|
2020
Q1 | $546K | Buy |
9,394
+4,613
| +96% | +$268K | 0.21% | 69 |
|
2019
Q4 | $279K | Buy |
4,781
+200
| +4% | +$11.7K | 0.11% | 98 |
|
2019
Q3 | $269K | Sell |
4,581
-1,462
| -24% | -$85.9K | 0.13% | 93 |
|
2019
Q2 | $345K | Buy |
+6,043
| New | +$345K | 0.15% | 83 |
|