Clearwater Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
6,225
-1,470
| -19% | -$63.6K | 0.02% | 143 |
|
|
2025
Q1 | $349K | Buy |
+7,695
| New | +$349K | 0.03% | 130 |
|
|
2024
Q4 | – | Sell |
-6,324
| Closed | -$284K | – | 179 |
|
|
2024
Q3 | $284K | Buy |
+6,324
| New | +$284K | 0.03% | 144 |
|
|
2020
Q1 | – | Sell |
-3,552
| Closed | -$218K | – | 165 |
|
|
2019
Q4 | $218K | Sell |
3,552
-508
| -13% | -$31.2K | 0.04% | 164 |
|
|
2019
Q3 | $245K | Sell |
4,060
-110
| -3% | -$6.64K | 0.04% | 167 |
|
|
2019
Q2 | $238K | Buy |
4,170
+187
| +5% | +$10.7K | 0.04% | 177 |
|
|
2019
Q1 | $236K | Hold |
3,983
| – | – | 0.04% | 181 |
|
|
2018
Q4 | $224K | Buy |
3,983
+80
| +2% | +$4.5K | 0.05% | 184 |
|
|
2018
Q3 | $208K | Buy |
+3,903
| New | +$208K | 0.04% | 183 |
|
|
2018
Q2 | – | Sell |
-4,392
| Closed | -$210K | – | 559 |
|
|
2018
Q1 | $210K | Sell |
4,392
-451
| -9% | -$21.6K | 0.04% | 176 |
|
|
2017
Q4 | $256K | Buy |
+4,843
| New | +$256K | 0.06% | 159 |
|
|
2017
Q3 | – | Sell |
-5,690
| Closed | -$246K | – | 172 |
|
|
2017
Q2 | $246K | Sell |
5,690
-1,056
| -16% | -$45.7K | 0.06% | 146 |
|
|
2017
Q1 | $331K | Buy |
6,746
+703
| +12% | +$34.5K | 0.09% | 133 |
|
|
2016
Q4 | $330K | Sell |
6,043
-262
| -4% | -$14.3K | 0.11% | 122 |
|
|
2016
Q3 | $323K | Buy |
6,305
+1,173
| +23% | +$60.1K | 0.11% | 117 |
|
|
2016
Q2 | $289K | Buy |
+5,132
| New | +$289K | 0.11% | 111 |
|