Connecticut Wealth 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 | – | Sell |
-4,544
| Closed | -$206K | – | 319 |
|
|
2025
Q1 | $206K | Buy |
+4,544
| New | +$206K | 0.01% | 294 |
|
|
2024
Q4 | – | Sell |
-5,214
| Closed | -$234K | – | 329 |
|
|
2024
Q3 | $234K | Sell |
5,214
-867
| -14% | -$38.9K | 0.01% | 293 |
|
|
2024
Q2 | $251K | Buy |
6,081
+1,257
| +26% | +$51.8K | 0.01% | 286 |
|
|
2024
Q1 | $202K | Sell |
4,824
-1,661
| -26% | -$69.7K | 0.01% | 314 |
|
|
2023
Q4 | $244K | Sell |
6,485
-157
| -2% | -$5.92K | 0.01% | 286 |
|
|
2023
Q3 | $215K | Buy |
6,642
+570
| +9% | +$18.5K | 0.01% | 277 |
|
|
2023
Q2 | $226K | Buy |
6,072
+406
| +7% | +$15.1K | 0.02% | 236 |
|
|
2023
Q1 | $220K | Sell |
5,666
-201
| -3% | -$7.82K | 0.02% | 234 |
|
|
2022
Q4 | $231K | Sell |
5,867
-1,964
| -25% | -$77.4K | 0.02% | 183 |
|
|
2022
Q3 | $297K | Sell |
7,831
-2,118
| -21% | -$80.3K | 0.03% | 150 |
|
|
2022
Q2 | $505K | Buy |
9,949
+2,881
| +41% | +$146K | 0.04% | 120 |
|
|
2022
Q1 | $360K | Buy |
7,068
+720
| +11% | +$36.7K | 0.03% | 139 |
|
|
2021
Q4 | $330K | Sell |
6,348
-1,478
| -19% | -$76.8K | 0.03% | 154 |
|
|
2021
Q3 | $423K | Buy |
7,826
+607
| +8% | +$32.8K | 0.04% | 126 |
|
|
2021
Q2 | $405K | Sell |
7,219
-7,972
| -52% | -$447K | 0.04% | 127 |
|
|
2021
Q1 | $883K | Sell |
15,191
-1,579
| -9% | -$91.8K | 0.08% | 70 |
|
|
2020
Q4 | $985K | Sell |
16,770
-346
| -2% | -$20.3K | 0.1% | 76 |
|
|
2020
Q3 | $1.02M | Buy |
17,116
+9,724
| +132% | +$578K | 0.11% | 79 |
|
|
2020
Q2 | $407K | Sell |
7,392
-477
| -6% | -$26.3K | 0.05% | 101 |
|
|
2020
Q1 | $423K | Buy |
7,869
+22
| +0.3% | +$1.18K | 0.06% | 98 |
|
|
2019
Q4 | $482K | Buy |
7,847
+105
| +1% | +$6.45K | 0.05% | 109 |
|
|
2019
Q3 | $467K | Buy |
7,742
+2,243
| +41% | +$135K | 0.06% | 106 |
|
|
2019
Q2 | $314K | Buy |
5,499
+1,835
| +50% | +$105K | 0.04% | 123 |
|
|
2019
Q1 | $217K | Buy |
3,664
+20
| +0.5% | +$1.18K | 0.07% | 66 |
|
|
2018
Q4 | $205K | Sell |
3,644
-63
| -2% | -$3.54K | 0.09% | 72 |
|
|
2018
Q3 | $200K | Buy |
+3,707
| New | +$200K | 0.09% | 68 |
|
|
2018
Q2 | – | Sell |
-4,861
| Closed | -$229K | – | 68 |
|
|
2018
Q1 | $229K | Buy |
4,861
+413
| +9% | +$19.5K | 0.13% | 59 |
|
|
2017
Q4 | $233K | Sell |
4,448
-1,011
| -19% | -$53K | 0.12% | 54 |
|
|
2017
Q3 | $268K | Sell |
5,459
-1,138
| -17% | -$55.9K | 0.16% | 53 |
|
|
2017
Q2 | $285K | Buy |
6,597
+162
| +3% | +$7K | 0.17% | 49 |
|
|
2017
Q1 | $315K | Sell |
6,435
-193
| -3% | -$9.45K | 0.19% | 49 |
|
|
2016
Q4 | $348K | Sell |
6,628
-17
| -0.3% | -$893 | 0.22% | 45 |
|
|
2016
Q3 | $341K | Buy |
+6,645
| New | +$341K | 0.25% | 41 |
|