CIM
Corda Investment Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
807,241
+2,982
| +0.4% | +$129K | 2.57% | 14 |
|
|
2025
Q1 | $36.5M | Buy |
804,259
+9,887
| +1% | +$448K | 2.9% | 14 |
|
|
2024
Q4 | $31.8M | Sell |
794,372
-8,214
| -1% | -$328K | 2.54% | 16 |
|
|
2024
Q3 | $36M | Sell |
802,586
-4,627
| -0.6% | -$208K | 2.81% | 13 |
|
|
2024
Q2 | $33.3M | Sell |
807,213
-1,591
| -0.2% | -$65.6K | 2.71% | 15 |
|
|
2024
Q1 | $33.9M | Buy |
808,804
+30,139
| +4% | +$1.26M | 2.7% | 15 |
|
|
2023
Q4 | $29.4M | Sell |
778,665
-17,493
| -2% | -$659K | 2.46% | 19 |
|
|
2023
Q3 | $25.8M | Buy |
796,158
+82,504
| +12% | +$2.67M | 2.34% | 20 |
|
|
2023
Q2 | $26.5M | Buy |
713,654
+29,089
| +4% | +$1.08M | 2.08% | 19 |
|
|
2023
Q1 | $26.6M | Buy |
684,565
+57,686
| +9% | +$2.24M | 2.13% | 18 |
|
|
2022
Q4 | $24.7M | Sell |
626,879
-11,721
| -2% | -$462K | 2.01% | 22 |
|
|
2022
Q3 | $24.2M | Buy |
638,600
+29,243
| +5% | +$1.11M | 2.17% | 22 |
|
|
2022
Q2 | $30.9M | Buy |
609,357
+23,434
| +4% | +$1.19M | 2.62% | 17 |
|
|
2022
Q1 | $29.8M | Buy |
585,923
+38,621
| +7% | +$1.97M | 2.31% | 18 |
|
|
2021
Q4 | $28.4M | Buy |
547,302
+38,515
| +8% | +$2M | 2.23% | 20 |
|
|
2021
Q3 | $27.5M | Buy |
508,787
+70,739
| +16% | +$3.82M | 2.39% | 19 |
|
|
2021
Q2 | $24.5M | Buy |
438,048
+21,711
| +5% | +$1.22M | 2.11% | 21 |
|
|
2021
Q1 | $24.2M | Buy |
416,337
+15,885
| +4% | +$924K | 2.19% | 20 |
|
|
2020
Q4 | $23.5M | Buy |
400,452
+1,414
| +0.4% | +$83.1K | 2.37% | 19 |
|
|
2020
Q3 | $23.7M | Buy |
399,038
+1,994
| +0.5% | +$119K | 2.58% | 16 |
|
|
2020
Q2 | $21.9M | Sell |
397,044
-533
| -0.1% | -$29.4K | 2.52% | 19 |
|
|
2020
Q1 | $21.4M | Buy |
397,577
+40,877
| +11% | +$2.2M | 2.67% | 15 |
|
|
2019
Q4 | $21.9M | Sell |
356,700
-2,655
| -0.7% | -$163K | 2.35% | 18 |
|
|
2019
Q3 | $21.7M | Sell |
359,355
-3,362
| -0.9% | -$203K | 2.38% | 17 |
|
|
2019
Q2 | $20.7M | Sell |
362,717
-12,167
| -3% | -$695K | 2.25% | 20 |
|
|
2019
Q1 | $22.2M | Sell |
374,884
-2,843
| -0.8% | -$168K | 2.56% | 14 |
|
|
2018
Q4 | $21.2M | Sell |
377,727
-5,597
| -1% | -$315K | 2.61% | 15 |
|
|
2018
Q3 | $20.5M | Sell |
383,324
-5,402
| -1% | -$288K | 2.43% | 18 |
|
|
2018
Q2 | $19.6M | Buy |
388,726
+4,970
| +1% | +$250K | 2.42% | 20 |
|
|
2018
Q1 | $18.4M | Buy |
383,756
+546
| +0.1% | +$26.1K | 2.29% | 21 |
|
|
2017
Q4 | $20.3M | Buy |
383,210
+11,222
| +3% | +$594K | 2.43% | 21 |
|
|
2017
Q3 | $18.4M | Buy |
371,988
+4,195
| +1% | +$208K | 2.38% | 22 |
|
|
2017
Q2 | $16.4M | Buy |
367,793
+22,481
| +7% | +$1M | 2.34% | 19 |
|
|
2017
Q1 | $16.8M | Buy |
345,312
+52,112
| +18% | +$2.54M | 2.52% | 16 |
|
|
2016
Q4 | $15.7M | Buy |
293,200
+86,413
| +42% | +$4.61M | 2.42% | 19 |
|
|
2016
Q3 | $10.8M | Buy |
206,787
+1,866
| +0.9% | +$97.2K | 1.76% | 25 |
|
|
2016
Q2 | $11.4M | Buy |
204,921
+802
| +0.4% | +$44.8K | 1.83% | 26 |
|
|
2016
Q1 | $11M | Sell |
204,119
-15,916
| -7% | -$861K | 1.94% | 26 |
|
|
2015
Q4 | $10.2M | Buy |
220,035
+383
| +0.2% | +$17.7K | 1.91% | 26 |
|
|
2015
Q3 | $9.56M | Sell |
219,652
-9,944
| -4% | -$433K | 1.85% | 26 |
|
|
2015
Q2 | $10.7M | Sell |
229,596
-4,428
| -2% | -$206K | 1.99% | 23 |
|
|
2015
Q1 | $11.4M | Sell |
234,024
-7,788
| -3% | -$379K | 2.1% | 21 |
|
|
2014
Q4 | $11.3M | Sell |
241,812
-5,223
| -2% | -$244K | 2.14% | 21 |
|
|
2014
Q3 | $12.3M | Buy |
247,035
+911
| +0.4% | +$45.5K | 2.56% | 20 |
|
|
2014
Q2 | $12M | Sell |
246,124
-1,008
| -0.4% | -$49.3K | 2.51% | 17 |
|
|
2014
Q1 | $11.8M | Buy |
247,132
+137,461
| +125% | +$6.54M | 2.89% | 14 |
|
|
2013
Q4 | $5.39M | Sell |
109,671
-370
| -0.3% | -$18.2K | 1.3% | 33 |
|
|
2013
Q3 | $5.14M | Buy |
110,041
+2,876
| +3% | +$134K | 1.4% | 32 |
|
|
2013
Q2 | $5.4M | Buy |
+107,165
| New | +$5.4M | 1.83% | 28 |
|