CreativeOne 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 | $10.7M | Buy |
246,177
+18,444
| +8% | +$798K | 0.28% | 67 |
|
|
2025
Q1 | $10.3M | Buy |
227,733
+27,183
| +14% | +$1.23M | 0.31% | 65 |
|
|
2024
Q4 | $8.02M | Buy |
200,550
+19,471
| +11% | +$779K | 0.25% | 79 |
|
|
2024
Q3 | $8.13M | Buy |
181,079
+37,994
| +27% | +$1.71M | 0.28% | 77 |
|
|
2024
Q2 | $5.9M | Sell |
143,085
-1,520
| -1% | -$62.7K | 0.3% | 68 |
|
|
2024
Q1 | $6.07M | Buy |
144,605
+51,163
| +55% | +$2.15M | 0.24% | 83 |
|
|
2023
Q4 | $3.52M | Buy |
93,442
+17,227
| +23% | +$650K | 0.23% | 92 |
|
|
2023
Q3 | $2.47M | Buy |
76,215
+22,126
| +41% | +$717K | 0.18% | 112 |
|
|
2023
Q2 | $2.01M | Sell |
54,089
-17,975
| -25% | -$669K | 0.09% | 207 |
|
|
2023
Q1 | $2.8M | Buy |
72,064
+16,318
| +29% | +$635K | 0.14% | 129 |
|
|
2022
Q4 | $2.2M | Buy |
55,746
+7,770
| +16% | +$306K | 0.12% | 146 |
|
|
2022
Q3 | $1.82M | Sell |
47,976
-21,642
| -31% | -$822K | 0.11% | 163 |
|
|
2022
Q2 | $3.53M | Buy |
69,618
+16,093
| +30% | +$817K | 0.19% | 84 |
|
|
2022
Q1 | $2.73M | Buy |
53,525
+8,121
| +18% | +$414K | 0.14% | 115 |
|
|
2021
Q4 | $2.36M | Buy |
45,404
+2,040
| +5% | +$106K | 0.12% | 149 |
|
|
2021
Q3 | $2.33M | Sell |
43,364
-461
| -1% | -$24.8K | 0.14% | 131 |
|
|
2021
Q2 | $2.46M | Buy |
43,825
+11,796
| +37% | +$661K | 0.15% | 126 |
|
|
2021
Q1 | $1.86M | Sell |
32,029
-4,451
| -12% | -$259K | 0.14% | 127 |
|
|
2020
Q4 | $2.14M | Buy |
36,480
+25,578
| +235% | +$1.5M | 0.18% | 98 |
|
|
2020
Q3 | $648K | Buy |
10,902
+1,209
| +12% | +$71.9K | 0.09% | 137 |
|
|
2020
Q2 | $535K | Buy |
9,693
+793
| +9% | +$43.8K | 0.08% | 127 |
|
|
2020
Q1 | $478K | Sell |
8,900
-11,033
| -55% | -$593K | 0.09% | 104 |
|
|
2019
Q4 | $1.22M | Buy |
19,933
+815
| +4% | +$50K | 0.21% | 62 |
|
|
2019
Q3 | $1.15M | Buy |
19,118
+726
| +4% | +$43.8K | 0.22% | 56 |
|
|
2019
Q2 | $1.05M | Buy |
18,392
+1,178
| +7% | +$67.3K | 0.22% | 58 |
|
|
2019
Q1 | $1.02M | Buy |
17,214
+9,848
| +134% | +$582K | 0.27% | 42 |
|
|
2018
Q4 | $414K | Buy |
+7,366
| New | +$414K | 0.14% | 61 |
|