CWS Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
15,301
-222
| -1% | -$9.61K | 0.19% | 64 |
|
|
2025
Q1 | $704K | Buy |
15,523
+907
| +6% | +$41.1K | 0.22% | 55 |
|
|
2024
Q4 | $584K | Buy |
14,616
+524
| +4% | +$21K | 0.19% | 56 |
|
|
2024
Q3 | $633K | Sell |
14,092
-315
| -2% | -$14.1K | 0.22% | 50 |
|
|
2024
Q2 | $594K | Sell |
14,407
-661
| -4% | -$27.3K | 0.23% | 45 |
|
|
2024
Q1 | $632K | Sell |
15,068
-2,509
| -14% | -$105K | 0.26% | 42 |
|
|
2023
Q4 | $663K | Buy |
17,577
+188
| +1% | +$7.09K | 0.25% | 57 |
|
|
2023
Q3 | $564K | Sell |
17,389
-244
| -1% | -$7.91K | 0.23% | 68 |
|
|
2023
Q2 | $656K | Buy |
17,633
+440
| +3% | +$16.4K | 0.25% | 63 |
|
|
2023
Q1 | $669K | Buy |
17,193
+277
| +2% | +$10.8K | 0.27% | 63 |
|
|
2022
Q4 | $984K | Sell |
16,916
-1,013
| -6% | -$58.9K | 0.42% | 34 |
|
|
2022
Q3 | $681K | Buy |
17,929
+80
| +0.4% | +$3.04K | 0.33% | 55 |
|
|
2022
Q2 | $906K | Buy |
17,849
+212
| +1% | +$10.8K | 0.41% | 36 |
|
|
2022
Q1 | $898K | Buy |
17,637
+107
| +0.6% | +$5.45K | 0.34% | 49 |
|
|
2021
Q4 | $911K | Buy |
+17,530
| New | +$911K | 0.32% | 54 |
|
|
2021
Q2 | $954K | Buy |
17,028
+112
| +0.7% | +$6.28K | 0.38% | 42 |
|
|
2021
Q1 | $984K | Buy |
16,916
+390
| +2% | +$22.7K | 0.42% | 34 |
|
|
2020
Q4 | $971K | Sell |
16,526
-552
| -3% | -$32.4K | 0.56% | 28 |
|
|
2020
Q3 | $1.02M | Sell |
17,078
-258
| -1% | -$15.3K | 0.68% | 22 |
|
|
2020
Q2 | $956K | Sell |
17,336
-374
| -2% | -$20.6K | 0.69% | 20 |
|
|
2020
Q1 | $1.09M | Sell |
17,710
-214
| -1% | -$13.1K | 0.8% | 15 |
|
|
2019
Q4 | $1.1M | Buy |
+17,924
| New | +$1.1M | 0.8% | 16 |
|