CWS
Confluence Wealth Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
55,822
-3,361
| -6% | -$145K | 0.13% | 78 |
|
|
2025
Q1 | $2.53M | Sell |
59,183
-1,106
| -2% | -$47.2K | 0.16% | 70 |
|
|
2024
Q4 | $2.36M | Sell |
60,289
-4,086
| -6% | -$160K | 0.15% | 73 |
|
|
2024
Q3 | $2.89M | Sell |
64,375
-315
| -0.5% | -$14.1K | 0.21% | 59 |
|
|
2024
Q2 | $2.67M | Buy |
64,690
+5,272
| +9% | +$217K | 0.21% | 56 |
|
|
2024
Q1 | $2.49M | Sell |
59,418
-1,830
| -3% | -$76.8K | 0.22% | 58 |
|
|
2023
Q4 | $2.31M | Sell |
61,248
-4,700
| -7% | -$177K | 0.25% | 59 |
|
|
2023
Q3 | $2.14M | Sell |
65,948
-5,679
| -8% | -$184K | 0.42% | 48 |
|
|
2023
Q2 | $2.66M | Sell |
71,627
-856
| -1% | -$31.8K | 0.56% | 36 |
|
|
2023
Q1 | $2.82M | Buy |
72,483
+3,170
| +5% | +$123K | 0.66% | 31 |
|
|
2022
Q4 | $2.73M | Buy |
69,313
+8,784
| +15% | +$346K | 0.71% | 33 |
|
|
2022
Q3 | $2.3M | Sell |
60,529
-15,198
| -20% | -$577K | 0.97% | 24 |
|
|
2022
Q2 | $3.39M | Buy |
75,727
+80
| +0.1% | +$3.58K | 1.49% | 6 |
|
|
2022
Q1 | $3.85M | Buy |
75,647
+422
| +0.6% | +$21.5K | 1.39% | 9 |
|
|
2021
Q4 | $3.91M | Buy |
+75,225
| New | +$3.91M | 1.26% | 9 |
|