CA
Clearstead Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
88,063
+6,987
| +9% | +$302K | 0.05% | 222 |
|
|
2025
Q1 | $3.68M | Sell |
81,076
-1,128
| -1% | -$51.2K | 0.06% | 213 |
|
|
2024
Q4 | $3.29M | Sell |
82,204
-5,759
| -7% | -$230K | 0.05% | 228 |
|
|
2024
Q3 | $3.95M | Sell |
87,963
-2,371
| -3% | -$106K | 0.06% | 207 |
|
|
2024
Q2 | $3.73M | Buy |
90,334
+61,370
| +212% | +$2.53M | 0.06% | 205 |
|
|
2024
Q1 | $1.17M | Sell |
28,964
-3,078
| -10% | -$125K | 0.06% | 207 |
|
|
2023
Q4 | $1.21M | Sell |
32,042
-45,294
| -59% | -$1.71M | 0.06% | 201 |
|
|
2023
Q3 | $2.51M | Buy |
77,336
+38,058
| +97% | +$1.23M | 0.07% | 186 |
|
|
2023
Q2 | $1.46M | Sell |
39,278
-7,957
| -17% | -$296K | 0.09% | 165 |
|
|
2023
Q1 | $1.84M | Sell |
47,235
-2,636
| -5% | -$103K | 0.13% | 133 |
|
|
2022
Q4 | $1.96M | Sell |
49,871
-5,665
| -10% | -$223K | 0.15% | 123 |
|
|
2022
Q3 | $2.11M | Sell |
55,536
-20,415
| -27% | -$775K | 0.19% | 100 |
|
|
2022
Q2 | $3.85M | Sell |
75,951
-946
| -1% | -$48K | 0.3% | 74 |
|
|
2022
Q1 | $3.92M | Buy |
76,897
+2,308
| +3% | +$118K | 0.27% | 76 |
|
|
2021
Q4 | $3.88M | Buy |
74,589
+13,806
| +23% | +$717K | 0.26% | 77 |
|
|
2021
Q3 | $3.28M | Buy |
60,783
+11
| +0% | +$594 | 0.24% | 80 |
|
|
2021
Q2 | $3.41M | Buy |
60,772
+5,320
| +10% | +$298K | 0.26% | 76 |
|
|
2021
Q1 | $3.23M | Buy |
55,452
+1,984
| +4% | +$115K | 0.27% | 74 |
|
|
2020
Q4 | $3.14M | Buy |
53,468
+4,818
| +10% | +$283K | 0.29% | 68 |
|
|
2020
Q3 | $2.89M | Buy |
48,650
+8,433
| +21% | +$502K | 0.31% | 68 |
|
|
2020
Q2 | $2.22M | Buy |
40,217
+9,335
| +30% | +$515K | 0.26% | 79 |
|
|
2020
Q1 | $1.66M | Sell |
30,882
-3,993
| -11% | -$215K | 0.24% | 77 |
|
|
2019
Q4 | $2.14M | Buy |
34,875
+1,441
| +4% | +$88.5K | 0.26% | 79 |
|
|
2019
Q3 | $2.02M | Buy |
33,434
+1,434
| +4% | +$86.6K | 0.27% | 77 |
|
|
2019
Q2 | $1.83M | Sell |
32,000
-1,197
| -4% | -$68.4K | 0.24% | 87 |
|
|
2019
Q1 | $1.96M | Sell |
33,197
-376
| -1% | -$22.2K | 0.27% | 72 |
|
|
2018
Q4 | $1.89M | Buy |
33,573
+3,190
| +10% | +$179K | 0.29% | 69 |
|
|
2018
Q3 | $1.62M | Buy |
30,383
+418
| +1% | +$22.3K | 0.22% | 78 |
|
|
2018
Q2 | $1.51M | Sell |
29,965
-4,414
| -13% | -$222K | 0.22% | 77 |
|
|
2018
Q1 | $1.64M | Buy |
34,379
+897
| +3% | +$42.9K | 0.24% | 72 |
|
|
2017
Q4 | $1.77M | Sell |
33,482
-31,105
| -48% | -$1.65M | 0.24% | 72 |
|
|
2017
Q3 | $3.2M | Buy |
64,587
+22,372
| +53% | +$1.11M | 0.42% | 54 |
|
|
2017
Q2 | $1.89M | Buy |
42,215
+3,071
| +8% | +$137K | 0.28% | 67 |
|
|
2017
Q1 | $1.91M | Buy |
39,144
+1,450
| +4% | +$70.7K | 0.28% | 65 |
|
|
2016
Q4 | $2.01M | Buy |
+37,694
| New | +$2.01M | 0.33% | 56 |
|