CGA
Crescent Grove Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
65,426
+40,835
| +166% | +$1.77M | 0.27% | 65 |
|
|
2025
Q1 | $1.12M | Sell |
24,591
-21,392
| -47% | -$970K | 0.12% | 103 |
|
|
2024
Q4 | $1.84M | Buy |
45,983
+8,466
| +23% | +$339K | 0.18% | 82 |
|
|
2024
Q3 | $1.68M | Buy |
37,517
+20,778
| +124% | +$933K | 0.17% | 86 |
|
|
2024
Q2 | $690K | Buy |
16,739
+4,583
| +38% | +$189K | 0.08% | 136 |
|
|
2024
Q1 | $510K | Buy |
12,156
+741
| +6% | +$31.1K | 0.05% | 185 |
|
|
2023
Q4 | $430K | Sell |
11,415
-197
| -2% | -$7.43K | 0.05% | 194 |
|
|
2023
Q3 | $376K | Sell |
11,612
-3,485
| -23% | -$113K | 0.05% | 203 |
|
|
2023
Q2 | $561K | Buy |
15,097
+5,998
| +66% | +$223K | 0.06% | 160 |
|
|
2023
Q1 | $354K | Sell |
9,099
-9,955
| -52% | -$387K | 0.04% | 213 |
|
|
2022
Q4 | $751K | Sell |
19,054
-1,506
| -7% | -$59.3K | 0.08% | 141 |
|
|
2022
Q3 | $781K | Buy |
20,560
+12,288
| +149% | +$467K | 0.09% | 121 |
|
|
2022
Q2 | $420K | Sell |
8,272
-359
| -4% | -$18.2K | 0.04% | 173 |
|
|
2022
Q1 | $440K | Sell |
8,631
-3,741
| -30% | -$191K | 0.04% | 182 |
|
|
2021
Q4 | $643K | Sell |
12,372
-912
| -7% | -$47.4K | 0.06% | 150 |
|
|
2021
Q3 | $717K | Sell |
13,284
-1,244
| -9% | -$67.1K | 0.08% | 127 |
|
|
2021
Q2 | $814K | Buy |
14,528
+2,538
| +21% | +$142K | 0.09% | 121 |
|
|
2021
Q1 | $697K | Buy |
11,990
+5,758
| +92% | +$335K | 0.08% | 109 |
|
|
2020
Q4 | $366K | Buy |
6,232
+1,436
| +30% | +$84.3K | 0.05% | 136 |
|
|
2020
Q3 | $285K | Buy |
4,796
+21
| +0.4% | +$1.25K | 0.06% | 134 |
|
|
2020
Q2 | $263K | Sell |
4,775
-194
| -4% | -$10.7K | 0.06% | 127 |
|
|
2020
Q1 | $267K | Buy |
4,969
+1,383
| +39% | +$74.3K | 0.06% | 109 |
|
|
2019
Q4 | $220K | Buy |
3,586
+1
| +0% | +$61 | 0.04% | 143 |
|
|
2019
Q3 | $216K | Buy |
+3,585
| New | +$216K | 0.04% | 143 |
|