MPS Loria Financial Planners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
9,158
-114
| -1% | -$4.93K | 0.12% | 55 |
|
|
2025
Q1 | $421K | Buy |
9,272
+122
| +1% | +$5.53K | 0.12% | 48 |
|
|
2024
Q4 | $366K | Buy |
9,150
+553
| +6% | +$22.1K | 0.11% | 54 |
|
|
2024
Q3 | $386K | Buy |
8,597
+45
| +0.5% | +$2.02K | 0.12% | 53 |
|
|
2024
Q2 | $353K | Sell |
8,552
-382
| -4% | -$15.8K | 0.11% | 53 |
|
|
2024
Q1 | $375K | Sell |
8,934
-793
| -8% | -$33.3K | 0.13% | 51 |
|
|
2023
Q4 | $367K | Sell |
9,727
-367
| -4% | -$13.8K | 0.13% | 49 |
|
|
2023
Q3 | $327K | Sell |
10,094
-386
| -4% | -$12.5K | 0.13% | 52 |
|
|
2023
Q2 | $390K | Sell |
10,480
-168
| -2% | -$6.25K | 0.15% | 46 |
|
|
2023
Q1 | $414K | Sell |
10,648
-819
| -7% | -$31.8K | 0.17% | 45 |
|
|
2022
Q4 | $452K | Sell |
11,467
-872
| -7% | -$34.4K | 0.2% | 39 |
|
|
2022
Q3 | $469K | Sell |
12,339
-147
| -1% | -$5.59K | 0.18% | 36 |
|
|
2022
Q2 | $633K | Sell |
12,486
-120
| -1% | -$6.08K | 0.29% | 31 |
|
|
2022
Q1 | $642K | Buy |
12,606
+55
| +0.4% | +$2.8K | 0.27% | 34 |
|
|
2021
Q4 | $652K | Sell |
12,551
-28
| -0.2% | -$1.46K | 0.27% | 32 |
|
|
2021
Q3 | $679K | Sell |
12,579
-287
| -2% | -$15.5K | 0.31% | 28 |
|
|
2021
Q2 | $721K | Sell |
12,866
-241
| -2% | -$13.5K | 0.33% | 28 |
|
|
2021
Q1 | $762K | Buy |
13,107
+10
| +0.1% | +$581 | 0.35% | 26 |
|
|
2020
Q4 | $771K | Buy |
13,097
+831
| +7% | +$48.9K | 0.35% | 27 |
|
|
2020
Q3 | $730K | Buy |
12,266
+51
| +0.4% | +$3.04K | 0.38% | 25 |
|
|
2020
Q2 | $673K | Buy |
12,215
+2,024
| +20% | +$112K | 0.36% | 25 |
|
|
2020
Q1 | $547K | Sell |
10,191
-213
| -2% | -$11.4K | 0.42% | 23 |
|
|
2019
Q4 | $638K | Buy |
10,404
+83
| +0.8% | +$5.09K | 0.38% | 29 |
|
|
2019
Q3 | $623K | Sell |
10,321
-1,541
| -13% | -$93K | 0.4% | 26 |
|
|
2019
Q2 | $677K | Sell |
11,862
-742
| -6% | -$42.3K | 0.43% | 26 |
|
|
2019
Q1 | $745K | Sell |
12,604
-232
| -2% | -$13.7K | 0.49% | 25 |
|
|
2018
Q4 | $721K | Sell |
12,836
-302
| -2% | -$17K | 0.52% | 25 |
|
|
2018
Q3 | $701K | Sell |
13,138
-2,149
| -14% | -$115K | 0.44% | 26 |
|
|
2018
Q2 | $769K | Sell |
15,287
-373
| -2% | -$18.8K | 0.77% | 23 |
|
|
2018
Q1 | $749K | Sell |
15,660
-207
| -1% | -$9.9K | 0.53% | 25 |
|
|
2017
Q4 | $840K | Buy |
15,867
+22
| +0.1% | +$1.17K | 0.57% | 23 |
|
|
2017
Q3 | $784K | Sell |
15,845
-158
| -1% | -$7.82K | 0.56% | 23 |
|
|
2017
Q2 | $776K | Buy |
+16,003
| New | +$776K | 0.52% | 23 |
|