CWP
Cyndeo Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
240,757
+10,106
| +4% | +$437K | 0.62% | 40 |
|
|
2025
Q1 | $10.5M | Buy |
230,651
+22,301
| +11% | +$1.01M | 0.69% | 37 |
|
|
2024
Q4 | $8.33M | Buy |
208,350
+5,829
| +3% | +$233K | 0.56% | 55 |
|
|
2024
Q3 | $9.1M | Buy |
202,521
+17,855
| +10% | +$802K | 0.64% | 42 |
|
|
2024
Q2 | $7.62M | Buy |
184,666
+15,751
| +9% | +$650K | 0.6% | 40 |
|
|
2024
Q1 | $7.09M | Buy |
168,915
+125,307
| +287% | +$5.26M | 0.59% | 45 |
|
|
2023
Q4 | $1.64M | Buy |
43,608
+198
| +0.5% | +$7.47K | 0.15% | 157 |
|
|
2023
Q3 | $1.41M | Buy |
43,410
+6,709
| +18% | +$217K | 0.15% | 154 |
|
|
2023
Q2 | $1.36M | Buy |
36,701
+283
| +0.8% | +$10.5K | 0.14% | 149 |
|
|
2023
Q1 | $1.42M | Buy |
36,418
+8,512
| +31% | +$331K | 0.15% | 152 |
|
|
2022
Q4 | $1.1M | Buy |
+27,906
| New | +$1.1M | 0.13% | 161 |
|