Creative 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 | $43.7M | Sell |
1,010,866
-34,875
| -3% | -$1.51M | 0.04% | 195 |
|
|
2025
Q1 | $47.4M | Buy |
1,045,741
+142,011
| +16% | +$6.44M | 0.04% | 164 |
|
|
2024
Q4 | $36.1M | Buy |
903,730
+41,742
| +5% | +$1.67M | 0.04% | 189 |
|
|
2024
Q3 | $38.7M | Buy |
861,988
+23,696
| +3% | +$1.06M | 0.04% | 175 |
|
|
2024
Q2 | $34.6M | Buy |
838,292
+20,390
| +2% | +$841K | 0.04% | 183 |
|
|
2024
Q1 | $34.3M | Buy |
817,902
+63,374
| +8% | +$2.66M | 0.04% | 176 |
|
|
2023
Q4 | $28.4M | Sell |
754,528
-271,333
| -26% | -$10.2M | 0.05% | 193 |
|
|
2023
Q3 | $33.2M | Buy |
1,025,861
+222,348
| +28% | +$7.21M | 0.04% | 171 |
|
|
2023
Q2 | $29.9M | Buy |
803,513
+6,650
| +0.8% | +$247K | 0.04% | 176 |
|
|
2023
Q1 | $31M | Buy |
796,863
+40,621
| +5% | +$1.58M | 0.04% | 161 |
|
|
2022
Q4 | $29.8M | Sell |
756,242
-197,547
| -21% | -$7.78M | 0.04% | 159 |
|
|
2022
Q3 | $36.2M | Sell |
953,789
-57,158
| -6% | -$2.17M | 0.06% | 122 |
|
|
2022
Q2 | $51.3M | Buy |
1,010,947
+30,910
| +3% | +$1.57M | 0.08% | 104 |
|
|
2022
Q1 | $49.9M | Buy |
980,037
+345,615
| +54% | +$17.6M | 0.08% | 109 |
|
|
2021
Q4 | $33M | Sell |
634,422
-202,714
| -24% | -$10.5M | 0.05% | 131 |
|
|
2021
Q3 | $45.2M | Buy |
837,136
+131,854
| +19% | +$7.12M | 0.08% | 100 |
|
|
2021
Q2 | $39.5M | Buy |
705,282
+751
| +0.1% | +$42.1K | 0.07% | 107 |
|
|
2021
Q1 | $41M | Buy |
704,531
+12,790
| +2% | +$744K | 0.08% | 93 |
|
|
2020
Q4 | $40.6M | Buy |
691,741
+47,756
| +7% | +$2.81M | 0.09% | 92 |
|
|
2020
Q3 | $38.3M | Buy |
643,985
+55,434
| +9% | +$3.29M | 0.1% | 82 |
|
|
2020
Q2 | $32.4M | Buy |
588,551
+20,679
| +4% | +$1.14M | 0.09% | 86 |
|
|
2020
Q1 | $30.5M | Sell |
567,872
-30,613
| -5% | -$1.64M | 0.11% | 78 |
|
|
2019
Q4 | $36.7M | Buy |
598,485
+15,821
| +3% | +$971K | 0.11% | 81 |
|
|
2019
Q3 | $35.2M | Buy |
582,664
+17,786
| +3% | +$1.07M | 0.11% | 76 |
|
|
2019
Q2 | $32.3M | Buy |
564,878
+9,390
| +2% | +$536K | 0.11% | 81 |
|
|
2019
Q1 | $32.8M | Sell |
555,488
-388
| -0.1% | -$22.9K | 0.12% | 75 |
|
|
2018
Q4 | $31.3M | Sell |
555,876
-17,123
| -3% | -$963K | 0.13% | 70 |
|
|
2018
Q3 | $30.6M | Buy |
572,999
+45,469
| +9% | +$2.43M | 0.11% | 77 |
|
|
2018
Q2 | $26.5M | Buy |
527,530
+9,241
| +2% | +$465K | 0.1% | 80 |
|
|
2018
Q1 | $24.8M | Sell |
518,289
-9,220
| -2% | -$441K | 0.1% | 81 |
|
|
2017
Q4 | $27.9M | Buy |
527,509
+21,970
| +4% | +$1.16M | 0.12% | 75 |
|
|
2017
Q3 | $25M | Buy |
505,539
+23,344
| +5% | +$1.16M | 0.12% | 79 |
|
|
2017
Q2 | $21.5M | Buy |
482,195
+1,619
| +0.3% | +$72.3K | 0.11% | 84 |
|
|
2017
Q1 | $23.4M | Buy |
480,576
+30,341
| +7% | +$1.48M | 0.13% | 77 |
|
|
2016
Q4 | $24M | Buy |
450,235
+12,309
| +3% | +$657K | 0.15% | 74 |
|
|
2016
Q3 | $22.8M | Buy |
437,926
+19,574
| +5% | +$1.02M | 0.14% | 71 |
|
|
2016
Q2 | $23.4M | Buy |
418,352
+35,442
| +9% | +$1.98M | 0.17% | 59 |
|
|
2016
Q1 | $20.7M | Sell |
382,910
-11,381
| -3% | -$615K | 0.16% | 62 |
|
|
2015
Q4 | $18.2M | Buy |
394,291
+10,762
| +3% | +$497K | 0.15% | 74 |
|
|
2015
Q3 | $16.7M | Buy |
383,529
+6,809
| +2% | +$296K | 0.15% | 73 |
|
|
2015
Q2 | $17.6M | Buy |
376,720
+21,037
| +6% | +$981K | 0.16% | 64 |
|
|
2015
Q1 | $17.3M | Sell |
355,683
-1,773
| -0.5% | -$86.2K | 0.16% | 63 |
|
|
2014
Q4 | $16.7M | Buy |
357,456
+51,136
| +17% | +$2.39M | 0.17% | 60 |
|
|
2014
Q3 | $15.3M | Buy |
306,320
+28,245
| +10% | +$1.41M | 0.18% | 64 |
|
|
2014
Q2 | $13.6M | Buy |
278,075
+11,178
| +4% | +$547K | 0.18% | 63 |
|
|
2014
Q1 | $12.7M | Buy |
266,897
+26,438
| +11% | +$1.26M | 0.19% | 56 |
|
|
2013
Q4 | $11.8M | Buy |
240,459
+19,533
| +9% | +$960K | 0.2% | 58 |
|
|
2013
Q3 | $10.3M | Buy |
220,926
+23,493
| +12% | +$1.1M | 0.2% | 55 |
|
|
2013
Q2 | $9.94M | Buy |
+197,433
| New | +$9.94M | 0.23% | 47 |
|