Center for Financial Planning’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
9,688
-551
| -5% | -$23.8K | 0.05% | 116 |
|
|
2025
Q1 | $464K | Buy |
10,239
+1,397
| +16% | +$63.4K | 0.06% | 102 |
|
|
2024
Q4 | $354K | Sell |
8,842
-1,367
| -13% | -$54.7K | 0.05% | 115 |
|
|
2024
Q3 | $458K | Sell |
10,209
-5,371
| -34% | -$241K | 0.06% | 96 |
|
|
2024
Q2 | $643K | Sell |
15,580
-563
| -3% | -$23.2K | 0.09% | 78 |
|
|
2024
Q1 | $677K | Buy |
16,143
+1,075
| +7% | +$45.1K | 0.1% | 72 |
|
|
2023
Q4 | $568K | Sell |
15,068
-394
| -3% | -$14.9K | 0.1% | 75 |
|
|
2023
Q3 | $501K | Buy |
15,462
+412
| +3% | +$13.4K | 0.11% | 79 |
|
|
2023
Q2 | $560K | Buy |
15,050
+142
| +1% | +$5.28K | 0.12% | 73 |
|
|
2023
Q1 | $580K | Sell |
14,908
-198
| -1% | -$7.7K | 0.13% | 70 |
|
|
2022
Q4 | $595K | Buy |
15,106
+161
| +1% | +$6.34K | 0.14% | 64 |
|
|
2022
Q3 | $567K | Buy |
14,945
+848
| +6% | +$32.2K | 0.15% | 68 |
|
|
2022
Q2 | $715K | Sell |
14,097
-1,501
| -10% | -$76.1K | 0.18% | 62 |
|
|
2022
Q1 | $795K | Buy |
15,598
+1,380
| +10% | +$70.3K | 0.16% | 69 |
|
|
2021
Q4 | $739K | Sell |
14,218
-861
| -6% | -$44.8K | 0.15% | 67 |
|
|
2021
Q3 | $814K | Sell |
15,079
-1,681
| -10% | -$90.7K | 0.2% | 58 |
|
|
2021
Q2 | $939K | Buy |
16,760
+451
| +3% | +$25.3K | 0.23% | 50 |
|
|
2021
Q1 | $948K | Buy |
16,309
+207
| +1% | +$12K | 0.25% | 48 |
|
|
2020
Q4 | $946K | Sell |
16,102
-69
| -0.4% | -$4.05K | 0.27% | 43 |
|
|
2020
Q3 | $962K | Buy |
16,171
+16
| +0.1% | +$952 | 0.31% | 38 |
|
|
2020
Q2 | $891K | Sell |
16,155
-567
| -3% | -$31.3K | 0.31% | 37 |
|
|
2020
Q1 | $898K | Buy |
16,722
+696
| +4% | +$37.4K | 0.3% | 36 |
|
|
2019
Q4 | $984K | Buy |
+16,026
| New | +$984K | 0.25% | 38 |
|