CWS
Cypress Wealth Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
19,338
-353
| -2% | -$15.3K | 0.15% | 116 |
|
|
2025
Q1 | $893K | Sell |
19,691
-310
| -2% | -$14.1K | 0.18% | 98 |
|
|
2024
Q4 | $800K | Buy |
20,001
+1,573
| +9% | +$62.9K | 0.16% | 99 |
|
|
2024
Q3 | $828K | Buy |
18,428
+339
| +2% | +$15.2K | 0.17% | 99 |
|
|
2024
Q2 | $746K | Sell |
18,089
-1,277
| -7% | -$52.7K | 0.17% | 100 |
|
|
2024
Q1 | $813K | Buy |
19,366
+239
| +1% | +$10K | 0.19% | 94 |
|
|
2023
Q4 | $721K | Sell |
19,127
-1,244
| -6% | -$46.9K | 0.18% | 103 |
|
|
2023
Q3 | $660K | Buy |
20,371
+859
| +4% | +$27.8K | 0.18% | 106 |
|
|
2023
Q2 | $614K | Sell |
19,512
-847
| -4% | -$26.6K | 0.16% | 109 |
|
|
2023
Q1 | $792K | Sell |
20,359
-642
| -3% | -$25K | 0.23% | 84 |
|
|
2022
Q4 | $827K | Buy |
21,001
+364
| +2% | +$14.3K | 0.27% | 79 |
|
|
2022
Q3 | $760K | Sell |
20,637
-447
| -2% | -$16.5K | 0.26% | 83 |
|
|
2022
Q2 | $1.07M | Buy |
21,084
+1,472
| +8% | +$74.7K | 0.34% | 66 |
|
|
2022
Q1 | $999K | Buy |
19,612
+1,044
| +6% | +$53.2K | 0.27% | 68 |
|
|
2021
Q4 | $965K | Sell |
18,568
-493
| -3% | -$25.6K | 0.26% | 70 |
|
|
2021
Q3 | $1.03M | Sell |
19,061
-6,670
| -26% | -$360K | 0.31% | 67 |
|
|
2021
Q2 | $1.44M | Sell |
25,731
-550
| -2% | -$30.8K | 0.39% | 55 |
|
|
2021
Q1 | $1.53M | Sell |
26,281
-341
| -1% | -$19.8K | 0.32% | 69 |
|
|
2020
Q4 | $1.56M | Buy |
+26,622
| New | +$1.56M | 0.35% | 59 |
|
|
2020
Q3 | – | Sell |
-27,091
| Closed | -$1.49M | – | 253 |
|
|
2020
Q2 | $1.49M | Buy |
27,091
+865
| +3% | +$47.7K | 0.36% | 68 |
|
|
2020
Q1 | $1.41M | Buy |
26,226
+97
| +0.4% | +$5.21K | 0.41% | 69 |
|
|
2019
Q4 | $1.6M | Sell |
26,129
-2,329
| -8% | -$143K | 0.4% | 74 |
|
|
2019
Q3 | $1.72M | Sell |
28,458
-1,826
| -6% | -$110K | 0.47% | 69 |
|
|
2019
Q2 | $1.73M | Buy |
30,284
+1,093
| +4% | +$62.4K | 0.5% | 63 |
|
|
2019
Q1 | $1.73M | Sell |
29,191
-1,246
| -4% | -$73.7K | 0.55% | 59 |
|
|
2018
Q4 | $1.71M | Sell |
30,437
-73
| -0.2% | -$4.1K | 0.68% | 44 |
|
|
2018
Q3 | $1.63M | Buy |
30,510
+177
| +0.6% | +$9.45K | 0.58% | 48 |
|
|
2018
Q2 | $1.53M | Buy |
30,333
+2,685
| +10% | +$135K | 0.58% | 49 |
|
|
2018
Q1 | $1.32M | Sell |
27,648
-552
| -2% | -$26.4K | 0.56% | 53 |
|
|
2017
Q4 | $1.49M | Buy |
+28,200
| New | +$1.49M | 0.62% | 49 |
|