Planned Solutions’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
5,964
-355
| -6% | -$15.4K | 0.1% | 97 |
|
|
2025
Q1 | $287K | Buy |
6,319
+750
| +13% | +$34K | 0.12% | 83 |
|
|
2024
Q4 | $223K | Hold |
5,569
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $250K | Hold |
5,569
| – | – | 0.1% | 96 |
|
|
2024
Q2 | $230K | Sell |
5,569
-1,908
| -26% | -$78.7K | 0.11% | 82 |
|
|
2024
Q1 | $314K | Buy |
7,477
+200
| +3% | +$8.39K | 0.15% | 63 |
|
|
2023
Q4 | $274K | Sell |
7,277
-538
| -7% | -$20.3K | 0.13% | 65 |
|
|
2023
Q3 | $253K | Sell |
7,815
-791
| -9% | -$25.6K | 0.15% | 63 |
|
|
2023
Q2 | $320K | Buy |
8,606
+1,176
| +16% | +$43.7K | 0.19% | 53 |
|
|
2023
Q1 | $289K | Buy |
7,430
+523
| +8% | +$20.3K | 0.18% | 56 |
|
|
2022
Q4 | $272K | Sell |
6,907
-559
| -7% | -$22K | 0.2% | 54 |
|
|
2022
Q3 | $283K | Hold |
7,466
| – | – | 0.24% | 45 |
|
|
2022
Q2 | $379K | Sell |
7,466
-435
| -6% | -$22.1K | 0.35% | 39 |
|
|
2022
Q1 | $402K | Sell |
7,901
-138
| -2% | -$7.02K | 0.28% | 39 |
|
|
2021
Q4 | $418K | Buy |
+8,039
| New | +$418K | 0.28% | 45 |
|
|
2021
Q2 | $441K | Hold |
7,874
| – | – | 0.31% | 40 |
|
|
2021
Q1 | $458K | Buy |
7,874
+850
| +12% | +$49.4K | 0.36% | 34 |
|
|
2020
Q4 | $413K | Buy |
7,024
+355
| +5% | +$20.9K | 0.33% | 31 |
|
|
2020
Q3 | $397K | Buy |
+6,669
| New | +$397K | 0.39% | 26 |
|