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Avantax Planning Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Sell |
201,747
-858
| -0.4% | -$37.1K | 0.28% | 65 |
|
|
2025
Q1 | $9.19M | Buy |
202,605
+7,949
| +4% | +$361K | 0.33% | 48 |
|
|
2024
Q4 | $7.78M | Buy |
194,656
+2,973
| +2% | +$119K | 0.28% | 60 |
|
|
2024
Q3 | $8.61M | Sell |
191,683
-53,551
| -22% | -$2.4M | 0.31% | 55 |
|
|
2024
Q2 | $10.1M | Buy |
245,234
+8,638
| +4% | +$356K | 0.33% | 54 |
|
|
2024
Q1 | $9.93M | Buy |
236,596
+109,742
| +87% | +$4.6M | 0.32% | 53 |
|
|
2023
Q4 | $4.78M | Sell |
126,854
-2,989
| -2% | -$113K | 0.18% | 66 |
|
|
2023
Q3 | $4.21M | Buy |
129,843
+5,578
| +4% | +$181K | 0.18% | 68 |
|
|
2023
Q2 | $4.62M | Buy |
124,265
+2,603
| +2% | +$96.8K | 0.18% | 64 |
|
|
2023
Q1 | $4.73M | Sell |
121,662
-5,070
| -4% | -$197K | 0.19% | 63 |
|
|
2022
Q4 | $4.99M | Buy |
126,732
+8,349
| +7% | +$329K | 0.2% | 64 |
|
|
2022
Q3 | $4.5M | Buy |
118,383
+7,896
| +7% | +$300K | 0.2% | 58 |
|
|
2022
Q2 | $5.61M | Buy |
110,487
+16,590
| +18% | +$842K | 0.24% | 52 |
|
|
2022
Q1 | $4.78M | Buy |
93,897
+26,253
| +39% | +$1.34M | 0.19% | 55 |
|
|
2021
Q4 | $3.52M | Sell |
67,644
-8,090
| -11% | -$420K | 0.14% | 70 |
|
|
2021
Q3 | $4.09M | Sell |
75,734
-12,642
| -14% | -$683K | 0.19% | 45 |
|
|
2021
Q2 | $4.95M | Buy |
88,376
+16,952
| +24% | +$950K | 0.23% | 34 |
|
|
2021
Q1 | $4.15M | Sell |
71,424
-11,098
| -13% | -$645K | 0.21% | 42 |
|
|
2020
Q4 | $4.85M | Sell |
82,522
-9,038
| -10% | -$531K | 0.25% | 31 |
|
|
2020
Q3 | $5.45M | Sell |
91,560
-2,490
| -3% | -$148K | 0.29% | 29 |
|
|
2020
Q2 | $5.19M | Buy |
94,050
+5,966
| +7% | +$329K | 0.29% | 30 |
|
|
2020
Q1 | $4.73M | Buy |
88,084
+11,943
| +16% | +$642K | 0.33% | 21 |
|
|
2019
Q4 | $4.68M | Buy |
76,141
+415
| +0.5% | +$25.5K | 0.28% | 28 |
|
|
2019
Q3 | $4.57M | Buy |
75,726
+5,171
| +7% | +$312K | 0.28% | 28 |
|
|
2019
Q2 | $4.08M | Buy |
70,555
+3,522
| +5% | +$204K | 0.26% | 31 |
|
|
2019
Q1 | $3.96M | Buy |
67,033
+7,798
| +13% | +$461K | 0.28% | 30 |
|
|
2018
Q4 | $3.33M | Buy |
59,235
+672
| +1% | +$37.8K | 0.25% | 35 |
|
|
2018
Q3 | $3.13M | Buy |
58,563
+3,253
| +6% | +$174K | 0.25% | 30 |
|
|
2018
Q2 | $2.78M | Sell |
55,310
-797
| -1% | -$40.1K | 0.25% | 31 |
|
|
2018
Q1 | $2.68M | Buy |
56,107
+3,286
| +6% | +$157K | 0.23% | 36 |
|
|
2017
Q4 | $2.8M | Sell |
52,821
-14,449
| -21% | -$765K | 0.26% | 33 |
|
|
2017
Q3 | $3.33M | Sell |
67,270
-993
| -1% | -$49.1K | 0.26% | 34 |
|
|
2017
Q2 | $3.05M | Buy |
68,263
+6,965
| +11% | +$311K | 0.26% | 37 |
|
|
2017
Q1 | $2.99M | Buy |
61,298
+3,385
| +6% | +$165K | 0.27% | 33 |
|
|
2016
Q4 | $3.09M | Buy |
+57,913
| New | +$3.09M | 0.33% | 27 |
|