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 |
|