Keystone Financial 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 | $10.6M | Sell |
245,817
-1,142
| -0.5% | -$49.4K | 3.22% | 3 |
|
|
2025
Q1 | $11.2M | Buy |
246,959
+2,201
| +0.9% | +$99.8K | 3.34% | 2 |
|
|
2024
Q4 | $9.79M | Buy |
244,758
+744
| +0.3% | +$29.8K | 3.04% | 4 |
|
|
2024
Q3 | $11M | Buy |
244,014
+1,128
| +0.5% | +$50.7K | 3.32% | 3 |
|
|
2024
Q2 | $10M | Buy |
242,886
+804
| +0.3% | +$33.2K | 3.31% | 3 |
|
|
2024
Q1 | $10.2M | Sell |
242,082
-6,846
| -3% | -$287K | 3.29% | 4 |
|
|
2023
Q4 | $9.38M | Hold |
248,928
| – | – | 3.1% | 3 |
|
|
2023
Q3 | $8.07M | Buy |
248,928
+12,674
| +5% | +$411K | 2.82% | 4 |
|
|
2023
Q2 | $8.79M | Buy |
236,254
+6,201
| +3% | +$231K | 2.94% | 3 |
|
|
2023
Q1 | $8.95M | Buy |
230,053
+3,649
| +2% | +$142K | 3.04% | 3 |
|
|
2022
Q4 | $8.92M | Buy |
226,404
+18,174
| +9% | +$716K | 3.01% | 4 |
|
|
2022
Q3 | $7.91M | Buy |
208,230
+19,383
| +10% | +$736K | 3.04% | 4 |
|
|
2022
Q2 | $9.58M | Buy |
188,847
+11,668
| +7% | +$592K | 3.37% | 5 |
|
|
2022
Q1 | $9.03M | Buy |
177,179
+4,897
| +3% | +$249K | 3.02% | 5 |
|
|
2021
Q4 | $8.95M | Buy |
172,282
+20,443
| +13% | +$1.06M | 3.05% | 7 |
|
|
2021
Q3 | $8.2M | Buy |
151,839
+7,446
| +5% | +$402K | 2.98% | 11 |
|
|
2021
Q2 | $8.09M | Buy |
144,393
+4,352
| +3% | +$244K | 2.93% | 12 |
|
|
2021
Q1 | $8.14M | Buy |
140,041
+2,856
| +2% | +$166K | 3.04% | 10 |
|
|
2020
Q4 | $8.06M | Buy |
137,185
+4,787
| +4% | +$281K | 3.34% | 8 |
|
|
2020
Q3 | $7.88M | Buy |
132,398
+11,841
| +10% | +$704K | 3.81% | 3 |
|
|
2020
Q2 | $6.65M | Buy |
+120,557
| New | +$6.65M | 3.28% | 15 |
|
|
2014
Q1 | – | Sell |
-610
| Closed | -$30K | – | 86 |
|
|
2013
Q4 | $30K | Buy |
+610
| New | +$30K | 0.02% | 69 |
|