Phillips Wealth 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 | $609K | Buy |
14,140
+374
| +3% | +$16.1K | 0.55% | 59 |
|
|
2025
Q1 | $602K | Sell |
13,766
-162
| -1% | -$7.08K | 0.64% | 51 |
|
|
2024
Q4 | $527K | Sell |
13,928
-1,342
| -9% | -$50.7K | 0.53% | 59 |
|
|
2024
Q3 | $671K | Buy |
15,270
+441
| +3% | +$19.4K | 0.64% | 38 |
|
|
2024
Q2 | $609K | Buy |
14,829
+1,675
| +13% | +$68.8K | 0.64% | 39 |
|
|
2024
Q1 | $523K | Buy |
13,154
+3,804
| +41% | +$151K | 0.6% | 48 |
|
|
2023
Q4 | $364K | Sell |
9,350
-3,377
| -27% | -$131K | 0.44% | 81 |
|
|
2023
Q3 | $402K | Sell |
12,727
-8,604
| -40% | -$272K | 0.54% | 65 |
|
|
2023
Q2 | $793K | Sell |
21,331
-1,179
| -5% | -$43.8K | 1.04% | 24 |
|
|
2023
Q1 | $871K | Sell |
22,510
-747
| -3% | -$28.9K | 1.15% | 23 |
|
|
2022
Q4 | $938K | Buy |
+23,257
| New | +$938K | 1.64% | 18 |
|