Global Retirement Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.14M Buy
+142,005
New +$6.14M 0.15% 126
2024
Q4
$4.88M Sell
122,101
-8,742
-7% -$350K 0.14% 139
2024
Q3
$5.88M Sell
130,843
-5,001
-4% -$225K 0.18% 111
2024
Q2
$5.6M Buy
135,844
+38,184
+39% +$1.57M 0.18% 115
2024
Q1
$4.1M Buy
97,660
+3,948
+4% +$166K 0.15% 144
2023
Q4
$3.68M Buy
93,712
+4,179
+5% +$164K 0.15% 142
2023
Q3
$2.82M Buy
89,533
+1,770
+2% +$55.8K 0.14% 146
2023
Q2
$3.26M Buy
87,763
+3,243
+4% +$121K 0.16% 133
2023
Q1
$3.21M Buy
84,520
+16,396
+24% +$623K 0.17% 130
2022
Q4
$2.68M Buy
68,124
+6,700
+11% +$264K 0.18% 126
2022
Q3
$2.3M Buy
61,424
+3,435
+6% +$128K 0.17% 131
2022
Q2
$2.94M Buy
57,989
+497
+0.9% +$25.2K 0.24% 101
2022
Q1
$2.91M Buy
+57,492
New +$2.91M 0.23% 103
2021
Q4
Sell
-32,663
Closed -$1.76M 1796
2021
Q3
$1.76M Sell
32,663
-554
-2% -$29.9K 0.17% 126
2021
Q2
$1.86M Sell
33,217
-1,877
-5% -$105K 0.19% 119
2021
Q1
$2.04M Sell
35,094
-865
-2% -$50.3K 0.24% 88
2020
Q4
$2.11M Buy
35,959
+1,294
+4% +$76K 0.26% 74
2020
Q3
$2.06M Buy
34,665
+674
+2% +$40.1K 0.3% 71
2020
Q2
$1.87M Buy
33,991
+2,077
+7% +$115K 0.3% 67
2020
Q1
$1.72M Sell
31,914
-5,064
-14% -$272K 0.32% 63
2019
Q4
$2.27M Sell
36,978
-1,077
-3% -$66.1K 0.35% 60
2019
Q3
$2.3M Buy
38,055
+15,887
+72% +$959K 0.38% 58
2019
Q2
$1.27M Buy
22,168
+1,527
+7% +$87.2K 0.24% 82
2019
Q1
$1.22M Buy
20,641
+310
+2% +$18.3K 0.3% 64
2018
Q4
$1.14M Buy
20,331
+1,684
+9% +$94.7K 0.29% 70
2018
Q3
$996K Buy
18,647
+214
+1% +$11.4K 0.23% 95
2018
Q2
$927K Buy
18,433
+1,563
+9% +$78.6K 0.23% 85
2018
Q1
$807K Buy
16,870
+1,620
+11% +$77.5K 0.22% 93
2017
Q4
$807K Buy
15,250
+3,271
+27% +$173K 0.22% 90
2017
Q3
$593K Buy
11,979
+2,047
+21% +$101K 0.25% 98
2017
Q2
$444K Buy
9,932
+1,361
+16% +$60.8K 0.21% 106
2017
Q1
$418K Sell
8,571
-555
-6% -$27.1K 0.23% 98
2016
Q4
$487K Buy
+9,126
New +$487K 0.33% 66