Corient Private Wealth’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115M Buy
2,649,721
+1,298,980
+96% +$56.2M 0.12% 153
2025
Q1
$61.3M Sell
1,350,741
-227,030
-14% -$10.3M 0.1% 197
2024
Q4
$61.5M Sell
1,577,771
-278,021
-15% -$10.8M 0.1% 194
2024
Q3
$83.3M Buy
1,855,792
+61,785
+3% +$2.77M 0.13% 161
2024
Q2
$74M Buy
1,794,007
+17,344
+1% +$715K 0.13% 163
2024
Q1
$74.5M Sell
1,776,663
-6,065
-0.3% -$254K 0.13% 169
2023
Q4
$67.2M Sell
1,782,728
-169,269
-9% -$6.38M 0.12% 172
2023
Q3
$63.3M Sell
1,951,997
-72,458
-4% -$2.35M 0.15% 159
2023
Q2
$75.3M Sell
2,024,455
-51,645
-2% -$1.92M 0.17% 131
2023
Q1
$80.7M Buy
2,076,100
+616,042
+42% +$24M 0.22% 113
2022
Q4
$57.6M Buy
+1,460,058
New +$57.6M 0.21% 118