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Planning Capital Management Corporation’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$4.29M Sell
95,506
-5,169
-5% -$232K 2.84% 9
2024
Q2
$4.15M Sell
100,675
-2,672
-3% -$110K 2.93% 9
2024
Q1
$4.34M Buy
103,347
+7,555
+8% +$317K 3.17% 6
2023
Q4
$3.61M Buy
+95,792
New +$3.61M 2.82% 11