CAS
Coppell Advisory Solutions’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
22,967
+2,297
| +11% | +$97.2K | 0.12% | 168 |
|
|
2025
Q1 | $888K | Buy |
20,670
+7,847
| +61% | +$337K | 0.12% | 162 |
|
|
2024
Q4 | $508K | Sell |
12,823
-976
| -7% | -$38.7K | 0.07% | 169 |
|
|
2024
Q3 | $619K | Sell |
13,799
-1,104
| -7% | -$49.6K | 0.09% | 153 |
|
|
2024
Q2 | $615K | Buy |
+14,903
| New | +$615K | 0.1% | 142 |
|
|
2023
Q4 | $513K | Buy |
13,605
+947
| +7% | +$35.7K | 0.1% | 156 |
|
|
2023
Q3 | $499K | Buy |
12,658
+936
| +8% | +$36.9K | 0.17% | 111 |
|
|
2023
Q2 | $434K | Sell |
11,722
-3,357
| -22% | -$124K | 0.12% | 128 |
|
|
2023
Q1 | $583K | Buy |
15,079
+2,421
| +19% | +$93.6K | 0.19% | 116 |
|
|
2022
Q4 | $499K | Buy |
+12,658
| New | +$499K | 0.17% | 114 |
|
|
2020
Q4 | $1.74M | Buy |
+29,619
| New | +$1.74M | 0.88% | 28 |
|