MSFP
Mark Sheptoff Financial Planning’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.9K | Buy |
1,732
+55
| +3% | +$2.38K | 0.04% | 151 |
|
|
2025
Q1 | $76.1K | Hold |
1,677
| – | – | 0.04% | 140 |
|
|
2024
Q4 | $67.1K | Sell |
1,677
-500
| -23% | -$20K | 0.04% | 154 |
|
|
2024
Q3 | $97.8K | Hold |
2,177
| – | – | 0.05% | 131 |
|
|
2024
Q2 | $89.8K | Sell |
2,177
-4,200
| -66% | -$173K | 0.05% | 143 |
|
|
2024
Q1 | $268K | Buy |
6,377
+4,550
| +249% | +$191K | 0.15% | 81 |
|
|
2023
Q4 | $68.9K | Hold |
1,827
| – | – | 0.04% | 140 |
|
|
2023
Q3 | $59.2K | Sell |
1,827
-124
| -6% | -$4.02K | 0.04% | 136 |
|
|
2023
Q2 | $72.6K | Sell |
1,951
-19,837
| -91% | -$738K | 0.04% | 133 |
|
|
2023
Q1 | $847K | Buy |
21,788
+5,550
| +34% | +$216K | 0.49% | 38 |
|
|
2022
Q4 | $640K | Sell |
16,238
-312
| -2% | -$12.3K | 0.38% | 47 |
|
|
2022
Q3 | $628K | Sell |
16,550
-6,594
| -28% | -$250K | 0.38% | 46 |
|
|
2022
Q2 | $1.18M | Buy |
23,144
+2,750
| +13% | +$140K | 0.68% | 33 |
|
|
2022
Q1 | $1.04M | Buy |
20,394
+242
| +1% | +$12.3K | 0.52% | 39 |
|
|
2021
Q4 | $1.05M | Buy |
20,152
+364
| +2% | +$18.9K | 0.5% | 36 |
|
|
2021
Q3 | $1.07M | Buy |
19,788
+1,924
| +11% | +$104K | 0.59% | 33 |
|
|
2021
Q2 | $1M | Buy |
17,864
+132
| +0.7% | +$7.4K | 0.54% | 36 |
|
|
2021
Q1 | $1.03M | Sell |
17,732
-1,100
| -6% | -$64K | 0.59% | 32 |
|
|
2020
Q4 | $1.11M | Sell |
18,832
-1,160
| -6% | -$68.1K | 0.63% | 34 |
|
|
2020
Q3 | $1.19M | Sell |
19,992
-1,003
| -5% | -$59.7K | 0.73% | 33 |
|
|
2020
Q2 | $1.16M | Sell |
20,995
-188
| -0.9% | -$10.4K | 0.75% | 34 |
|
|
2020
Q1 | $1.14M | Sell |
21,183
-580
| -3% | -$31.2K | 0.86% | 29 |
|
|
2019
Q4 | $1.34M | Sell |
21,763
-300
| -1% | -$18.4K | 0.84% | 31 |
|
|
2019
Q3 | $1.33M | Sell |
22,063
-170
| -0.8% | -$10.3K | 0.9% | 31 |
|
|
2019
Q2 | $1.27M | Sell |
22,233
-120
| -0.5% | -$6.86K | 0.87% | 31 |
|
|
2019
Q1 | $1.32M | Buy |
22,353
+82
| +0.4% | +$4.85K | 0.95% | 28 |
|
|
2018
Q4 | $1.25M | Buy |
22,271
+1,600
| +8% | +$89.9K | 1.04% | 26 |
|
|
2018
Q3 | $1.1M | Buy |
20,671
+130
| +0.6% | +$6.94K | 0.76% | 36 |
|
|
2018
Q2 | $1.03M | Sell |
20,541
-250
| -1% | -$12.6K | 0.76% | 33 |
|
|
2018
Q1 | $994K | Sell |
20,791
-316
| -1% | -$15.1K | 0.69% | 41 |
|
|
2017
Q4 | $1.12M | Sell |
21,107
-7,400
| -26% | -$392K | 0.73% | 37 |
|
|
2017
Q3 | $1.41M | Sell |
28,507
-19,201
| -40% | -$950K | 0.95% | 29 |
|
|
2017
Q2 | $2.13M | Sell |
47,708
-22,391
| -32% | -$1M | 1.46% | 17 |
|
|
2017
Q1 | $3.42M | Buy |
70,099
+428
| +0.6% | +$20.9K | 2.44% | 9 |
|
|
2016
Q4 | $3.72M | Buy |
69,671
+106
| +0.2% | +$5.66K | 2.76% | 8 |
|
|
2016
Q3 | $3.62M | Buy |
69,565
+3,329
| +5% | +$173K | 2.69% | 8 |
|
|
2016
Q2 | $3.7M | Buy |
66,236
+2,122
| +3% | +$119K | 2.76% | 8 |
|
|
2016
Q1 | $3.47M | Buy |
64,114
+3,572
| +6% | +$193K | 2.82% | 7 |
|
|
2015
Q4 | $2.8M | Buy |
60,542
+2,308
| +4% | +$107K | 2.27% | 9 |
|
|
2015
Q3 | $2.53M | Buy |
58,234
+3,446
| +6% | +$150K | 2.22% | 10 |
|
|
2015
Q2 | $2.55M | Buy |
54,788
+908
| +2% | +$42.3K | 2.06% | 11 |
|
|
2015
Q1 | $2.62M | Sell |
53,880
-1,605
| -3% | -$78K | 2.19% | 11 |
|
|
2014
Q4 | $2.6M | Sell |
55,485
-1,226
| -2% | -$57.4K | 2.3% | 11 |
|
|
2014
Q3 | $2.84M | Buy |
56,711
+10,843
| +24% | +$542K | 2.51% | 7 |
|
|
2014
Q2 | $2.24M | Buy |
45,868
+8,662
| +23% | +$424K | 1.92% | 12 |
|
|
2014
Q1 | $1.77M | Buy |
+37,206
| New | +$1.77M | 1.57% | 16 |
|