Capital Planning Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $524K | Sell |
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|
2021
Q3 | $571K | Sell |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $421K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $390K | Hold |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $397K | Sell |
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|
2018
Q3 | $539K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $648K | Sell |
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|
2017
Q4 | $895K | Sell |
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|
2017
Q3 | $992K | Sell |
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|
2017
Q2 | $1.7M | Sell |
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|
2017
Q1 | $2.02M | Sell |
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|
2016
Q4 | $2.44M | Sell |
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|
2016
Q3 | $2.54M | Sell |
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|
2016
Q2 | $2.78M | Buy |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $699K | Buy |
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|
2015
Q2 | $551K | Hold |
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|
2015
Q1 | $575K | Buy |
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|
2014
Q4 | $517K | Buy |
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