Avantax Planning Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.89M | Sell |
209,873
-603
| -0.3% | -$28.3K | 0.22% | 73 |
|
|
2026
Q1 | $10.6M | Sell |
210,476
-10,715
| -5% | -$497K | 0.29% | 59 |
|
|
2025
Q4 | $9.01M | Buy |
221,191
+7,363
| +3% | +$299K | 0.25% | 65 |
|
|
2025
Q3 | $9.4M | Buy |
213,828
+12,081
| +6% | +$523K | 0.27% | 62 |
|
|
2025
Q2 | $8.73M | Sell |
201,747
-858
| -0.4% | -$37.2K | 0.28% | 65 |
|
|
2025
Q1 | $9.19M | Buy |
202,605
+7,949
| +4% | +$331K | 0.33% | 48 |
|
|
2024
Q4 | $7.78M | Buy |
194,656
+2,973
| +2% | +$125K | 0.28% | 60 |
|
|
2024
Q3 | $8.61M | Sell |
191,683
-53,551
| -22% | -$2.23M | 0.31% | 55 |
|
|
2024
Q2 | $10.1M | Buy |
245,234
+8,638
| +4% | +$348K | 0.33% | 54 |
|
|
2024
Q1 | $9.93M | Buy |
236,596
+109,742
| +87% | +$4.43M | 0.32% | 53 |
|
|
2023
Q4 | $4.78M | Sell |
126,854
-2,989
| -2% | -$106K | 0.18% | 66 |
|
|
2023
Q3 | $4.21M | Buy |
129,843
+5,578
| +4% | +$188K | 0.18% | 68 |
|
|
2023
Q2 | $4.62M | Buy |
124,265
+2,603
| +2% | +$96.3K | 0.18% | 64 |
|
|
2023
Q1 | $4.73M | Sell |
121,662
-5,070
| -4% | -$200K | 0.19% | 63 |
|
|
2022
Q4 | $4.99M | Buy |
126,732
+8,349
| +7% | +$315K | 0.2% | 64 |
|
|
2022
Q3 | $4.5M | Buy |
118,383
+7,896
| +7% | +$352K | 0.2% | 58 |
|
|
2022
Q2 | $5.61M | Buy |
110,487
+16,590
| +18% | +$839K | 0.24% | 52 |
|
|
2022
Q1 | $4.78M | Buy |
93,897
+26,253
| +39% | +$1.39M | 0.19% | 55 |
|
|
2021
Q4 | $3.52M | Sell |
67,644
-8,090
| -11% | -$422K | 0.14% | 70 |
|
|
2021
Q3 | $4.09M | Sell |
75,734
-12,642
| -14% | -$699K | 0.19% | 45 |
|
|
2021
Q2 | $4.95M | Buy |
88,376
+16,952
| +24% | +$973K | 0.23% | 34 |
|
|
2021
Q1 | $4.15M | Sell |
71,424
-11,098
| -13% | -$626K | 0.21% | 42 |
|
|
2020
Q4 | $4.85M | Sell |
82,522
-9,038
| -10% | -$537K | 0.25% | 31 |
|
|
2020
Q3 | $5.45M | Sell |
91,560
-2,490
| -3% | -$145K | 0.29% | 29 |
|
|
2020
Q2 | $5.18M | Buy |
94,050
+5,966
| +7% | +$336K | 0.29% | 30 |
|
|
2020
Q1 | $4.73M | Buy |
88,084
+11,943
| +16% | +$683K | 0.33% | 21 |
|
|
2019
Q4 | $4.67M | Buy |
76,141
+415
| +0.5% | +$25K | 0.28% | 28 |
|
|
2019
Q3 | $4.57M | Buy |
75,726
+5,171
| +7% | +$298K | 0.28% | 28 |
|
|
2019
Q2 | $4.08M | Buy |
70,555
+3,522
| +5% | +$203K | 0.26% | 31 |
|
|
2019
Q1 | $3.96M | Buy |
67,033
+7,798
| +13% | +$442K | 0.28% | 30 |
|
|
2018
Q4 | $3.33M | Buy |
59,235
+672
| +1% | +$38.1K | 0.25% | 35 |
|
|
2018
Q3 | $3.13M | Buy |
58,563
+3,253
| +6% | +$172K | 0.25% | 30 |
|
|
2018
Q2 | $2.78M | Sell |
55,310
-797
| -1% | -$38.6K | 0.25% | 31 |
|
|
2018
Q1 | $2.68M | Buy |
56,107
+3,286
| +6% | +$165K | 0.23% | 36 |
|
|
2017
Q4 | $2.8M | Sell |
52,821
-14,449
| -21% | -$711K | 0.26% | 33 |
|
|
2017
Q3 | $3.33M | Sell |
67,270
-993
| -1% | -$46.7K | 0.26% | 34 |
|
|
2017
Q2 | $3.05M | Buy |
68,263
+6,965
| +11% | +$324K | 0.26% | 37 |
|
|
2017
Q1 | $2.99M | Buy |
61,298
+3,385
| +6% | +$170K | 0.27% | 33 |
|
|
2016
Q4 | $3.09M | Buy |
+57,913
| New | +$2.89M | 0.33% | 27 |
|
Other funds holding VZ
Avantax Planning Partners's VZ Position: Q2 2026 in Review
Avantax Planning Partners reduced its Verizon (VZ) stake by 0.29% in Q2 2026, selling an estimated $28.3K and leaving 209,873 shares worth $8.89M. The position accounts for 0.22% of the portfolio, ranked #73.
Avantax Planning Partners first reported a position in VZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.6M in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Avantax Planning Partners held 209,873 shares of Verizon worth $8.89M as of Q2 2026.
- Avantax Planning Partners sold 603 Verizon shares in Q2 2026, an estimated $28.3K.
- Verizon made up 0.22% of Avantax Planning Partners's portfolio in Q2 2026, its #73 holding.
- Avantax Planning Partners first reported a position in Verizon in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Verizon position peaked at $10.6M in Q1 2026.
- 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.