VERIZON COMMUNICATIONS INC · CUSIP 92343V104 · CIK 1786411
As of 2026-06-30, Carolina Wealth Advisors, LLC reported 68.44K VZ (shares), valued at $2.90M, or 1.14% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 1.20%; reported value decreased 16.67%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.14% | 68,435 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 1.45% | 69,267 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 2.52% | 138,832 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.69% | 141,848 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 3.07% | 143,987 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 3.45% | 140,847 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 3.08% | 143,234 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 3.33% | 145,649 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 3.06% | 151,457 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 0.16% | 7,128 | SEC filing ↗Filed Apr 5, 2024 |
| Q4 2023 | 0.14% | 6,976 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 0.13% | 6,973 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.13% | 6,973 | $225.99K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 0.14% | 6,976 | $263.00K | Shares increased 0.04%; reported value increased 16.37%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 0.16% | 7,128 | $299.09K | Shares increased 2.18%; reported value increased 13.72%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 5, 2024 |
| Q2 2024 | 3.06% | 151,457 | $6.25M | Shares increased 2024.82%; reported value increased 1988.36%, and weight changed +2.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 3.33% | 145,649 | $6.54M | Shares decreased 3.83%; reported value increased 4.72%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 3.08% | 143,234 | $5.73M | Shares decreased 1.66%; reported value decreased 12.43%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 3.45% | 140,847 | $6.39M | Shares decreased 1.67%; reported value increased 11.54%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 3.07% | 143,987 | $6.23M | Shares increased 2.23%; reported value decreased 2.48%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.69% | 141,848 | $6.23M | Shares decreased 1.49%; reported value increased 0.06%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | 2.52% | 138,832 | $5.65M | Shares decreased 2.13%; reported value decreased 9.30%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 1.45% | 69,267 | $3.48M | Shares decreased 50.11%; reported value decreased 38.51%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 1.14% | 68,435 | $2.90M | Shares decreased 1.20%; reported value decreased 16.67%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.