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Gary Goldberg Planning Services’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$11.3M Sell
241,762
-995
-0.4% -$46.5K 4.75% 2
2014
Q3
$12.1M Buy
242,757
+16,941
+8% +$847K 5.05% 1
2014
Q2
$11M Buy
225,816
+15,917
+8% +$779K 4.86% 2
2014
Q1
$9.99M Buy
209,899
+56,390
+37% +$2.68M 4.87% 1
2013
Q4
$7.54M Sell
153,509
-1,844
-1% -$90.6K 4.39% 3
2013
Q3
$7.25M Buy
155,353
+16
+0% +$747 4.4% 4
2013
Q2
$7.82M Buy
+155,337
New +$7.82M 4.99% 1