Essential Planning’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-295,147
| Closed | -$12.5M | – | 299 |
|
|
2024
Q4 | $12.5M | Buy |
295,147
+290,617
| +6,415% | +$12.3M | 0.08% | 72 |
|
|
2024
Q3 | $203K | Buy |
+4,530
| New | +$203K | 0.08% | 82 |
|
|
2024
Q2 | – | Sell |
-5,445
| Closed | -$205K | – | 76 |
|
|
2024
Q1 | $205K | Hold |
5,445
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $205K | Buy |
+5,445
| New | +$205K | 0.1% | 60 |
|