HP
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Holistic Planning’s Verizon VZ Stock Holding History

Holistic Planning’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$789K Buy
18,228
+1,743
+11% +$75.4K 0.23% 80
2025
Q1 		$748K Buy
16,485
+1,628
+11% +$73.8K 0.25% 75
2024
Q4 		$594K Buy
14,857
+1,142
+8% +$45.7K 0.22% 85
2024
Q3 		$616K Buy
+13,715
New +$616K 0.26% 75