PDS 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 | $965K | Buy |
22,292
+3,435
| +18% | +$149K | 0.07% | 132 |
|
|
2025
Q1 | $855K | Buy |
18,857
+1,974
| +12% | +$89.5K | 0.07% | 122 |
|
|
2024
Q4 | $675K | Sell |
16,883
-2,680
| -14% | -$107K | 0.06% | 143 |
|
|
2024
Q3 | $879K | Buy |
19,563
+2,961
| +18% | +$133K | 0.08% | 113 |
|
|
2024
Q2 | $685K | Buy |
16,602
+1,793
| +12% | +$73.9K | 0.07% | 119 |
|
|
2024
Q1 | $621K | Buy |
14,809
+1,898
| +15% | +$79.6K | 0.07% | 134 |
|
|
2023
Q4 | $487K | Buy |
12,911
+1,986
| +18% | +$74.9K | 0.06% | 149 |
|
|
2023
Q3 | $354K | Sell |
10,925
-3,878
| -26% | -$126K | 0.05% | 189 |
|
|
2023
Q2 | $551K | Sell |
14,803
-1,847
| -11% | -$68.7K | 0.07% | 118 |
|
|
2023
Q1 | $648K | Buy |
16,650
+4,885
| +42% | +$190K | 0.09% | 98 |
|
|
2022
Q4 | $464K | Sell |
11,765
-1,611
| -12% | -$63.5K | 0.07% | 104 |
|
|
2022
Q3 | $508K | Sell |
13,376
-411
| -3% | -$15.6K | 0.09% | 88 |
|
|
2022
Q2 | $700K | Buy |
13,787
+1,252
| +10% | +$63.6K | 0.13% | 77 |
|
|
2022
Q1 | $639K | Buy |
12,535
+2,356
| +23% | +$120K | 0.11% | 82 |
|
|
2021
Q4 | $529K | Sell |
10,179
-3,026
| -23% | -$157K | 0.1% | 89 |
|
|
2021
Q3 | $713K | Sell |
13,205
-1,159
| -8% | -$62.6K | 0.16% | 66 |
|
|
2021
Q2 | $805K | Buy |
14,364
+3,856
| +37% | +$216K | 0.2% | 59 |
|
|
2021
Q1 | $611K | Buy |
10,508
+741
| +8% | +$43.1K | 0.18% | 65 |
|
|
2020
Q4 | $574K | Buy |
9,767
+349
| +4% | +$20.5K | 0.2% | 66 |
|
|
2020
Q3 | $560K | Buy |
9,418
+132
| +1% | +$7.85K | 0.23% | 61 |
|
|
2020
Q2 | $512K | Buy |
9,286
+2,894
| +45% | +$160K | 0.23% | 60 |
|
|
2020
Q1 | $343K | Sell |
6,392
-7
| -0.1% | -$376 | 0.22% | 62 |
|
|
2019
Q4 | $393K | Sell |
6,399
-86
| -1% | -$5.28K | 0.25% | 62 |
|
|
2019
Q3 | $391K | Buy |
6,485
+1,183
| +22% | +$71.3K | 0.27% | 58 |
|
|
2019
Q2 | $303K | Sell |
5,302
-922
| -15% | -$52.7K | 0.23% | 64 |
|
|
2019
Q1 | $368K | Buy |
6,224
+138
| +2% | +$8.16K | 0.29% | 56 |
|
|
2018
Q4 | $342K | Sell |
6,086
-242
| -4% | -$13.6K | 0.29% | 54 |
|
|
2018
Q3 | $338K | Buy |
6,328
+676
| +12% | +$36.1K | 0.29% | 54 |
|
|
2018
Q2 | $284K | Buy |
5,652
+24
| +0.4% | +$1.21K | 0.28% | 55 |
|
|
2018
Q1 | $269K | Sell |
5,628
-13
| -0.2% | -$621 | 0.27% | 52 |
|
|
2017
Q4 | $299K | Buy |
+5,641
| New | +$299K | 0.3% | 52 |
|