Plan Group Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
45,606
+4,903
| +12% | +$212K | 0.65% | 49 |
|
|
2025
Q1 | $1.85M | Buy |
40,703
+13,711
| +51% | +$622K | 0.66% | 34 |
|
|
2024
Q4 | $1.08M | Buy |
26,992
+3,454
| +15% | +$138K | 0.57% | 38 |
|
|
2024
Q3 | $1.06M | Buy |
23,538
+2,685
| +13% | +$121K | 0.56% | 38 |
|
|
2024
Q2 | $860K | Buy |
20,853
+8,517
| +69% | +$351K | 0.53% | 42 |
|
|
2024
Q1 | $518K | Buy |
+12,336
| New | +$518K | 0.34% | 47 |
|
|
2023
Q4 | – | Sell |
-11,086
| Closed | -$359K | – | 81 |
|
|
2023
Q3 | $359K | Sell |
11,086
-1,297
| -10% | -$42K | 0.26% | 45 |
|
|
2023
Q2 | $408K | Buy |
+12,383
| New | +$408K | 0.34% | 41 |
|
|
2022
Q2 | $203K | Buy |
+4,000
| New | +$203K | 0.35% | 52 |
|