Clearstead Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
10,443
+1,395
| +15% | +$60.4K | 0.09% | 115 |
|
|
2025
Q1 | $410K | Sell |
9,048
-1,760
| -16% | -$79.8K | 0.09% | 104 |
|
|
2024
Q4 | $432K | Buy |
10,808
+26
| +0.2% | +$1.04K | 0.09% | 98 |
|
|
2024
Q3 | $484K | Sell |
10,782
-21
| -0.2% | -$943 | 0.12% | 82 |
|
|
2024
Q2 | $446K | Buy |
10,803
+351
| +3% | +$14.5K | 0.11% | 80 |
|
|
2024
Q1 | $439K | Sell |
10,452
-841
| -7% | -$35.3K | 0.11% | 83 |
|
|
2023
Q4 | $426K | Sell |
11,293
-160
| -1% | -$6.03K | 0.12% | 103 |
|
|
2023
Q3 | $371K | Sell |
11,453
-4,025
| -26% | -$130K | 0.12% | 84 |
|
|
2023
Q2 | $576K | Sell |
15,478
-4,451
| -22% | -$166K | 0.19% | 74 |
|
|
2023
Q1 | $775K | Sell |
19,929
-801
| -4% | -$31.2K | 0.25% | 69 |
|
|
2022
Q4 | $817K | Sell |
20,730
-46,272
| -69% | -$1.82M | 0.27% | 60 |
|
|
2022
Q3 | $2.54M | Buy |
67,002
+20,211
| +43% | +$767K | 0.89% | 24 |
|
|
2022
Q2 | $2.38M | Buy |
46,791
+4,237
| +10% | +$215K | 1.81% | 19 |
|
|
2022
Q1 | $2.17M | Buy |
42,554
+5,105
| +14% | +$260K | 1.41% | 21 |
|
|
2021
Q4 | $1.95M | Buy |
37,449
+2,742
| +8% | +$143K | 1.15% | 24 |
|
|
2021
Q3 | $1.88M | Buy |
34,707
+1,268
| +4% | +$68.5K | 1.19% | 26 |
|
|
2021
Q2 | $1.87M | Buy |
33,439
+514
| +2% | +$28.8K | 1.22% | 26 |
|
|
2021
Q1 | $1.92M | Buy |
32,925
+2,207
| +7% | +$128K | 1.42% | 26 |
|
|
2020
Q4 | $1.81M | Buy |
30,718
+4
| +0% | +$235 | 1.07% | 30 |
|
|
2020
Q3 | $1.83M | Sell |
30,714
-1,204
| -4% | -$71.6K | 1.45% | 25 |
|
|
2020
Q2 | $1.76M | Buy |
31,918
+31,218
| +4,460% | +$1.72M | 1.48% | 24 |
|
|
2020
Q1 | $38K | Hold |
700
| – | – | 0.03% | 131 |
|
|
2019
Q4 | $43K | Sell |
700
-120
| -15% | -$7.37K | 0.03% | 135 |
|
|
2019
Q3 | $49K | Hold |
820
| – | – | 0.04% | 131 |
|
|
2019
Q2 | $47K | Hold |
820
| – | – | 0.04% | 132 |
|
|
2019
Q1 | $49K | Hold |
820
| – | – | 0.04% | 132 |
|
|
2018
Q4 | $46K | Hold |
820
| – | – | 0.04% | 146 |
|
|
2018
Q3 | $44K | Sell |
820
-200
| -20% | -$10.7K | 0.03% | 136 |
|
|
2018
Q2 | $51K | Buy |
+1,020
| New | +$51K | 0.05% | 137 |
|
|
2018
Q1 | – | Sell |
-9,769
| Closed | -$517K | – | 195 |
|
|
2017
Q4 | $517K | Sell |
9,769
-985
| -9% | -$52.1K | 0.35% | 66 |
|
|
2017
Q3 | $532K | Sell |
10,754
-410
| -4% | -$20.3K | 0.4% | 66 |
|
|
2017
Q2 | $170K | Buy |
11,164
+1,005
| +10% | +$15.3K | 0.13% | 104 |
|
|
2017
Q1 | $495K | Sell |
10,159
-48,045
| -83% | -$2.34M | 0.41% | 58 |
|
|
2016
Q4 | $3.11M | Buy |
+58,204
| New | +$3.11M | 2.79% | 6 |
|