Plante Moran Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8K | Sell |
2,075
-59
| -3% | -$2.55K | 0.01% | 255 |
|
|
2025
Q1 | $96.8K | Sell |
2,134
-405
| -16% | -$18.4K | 0.01% | 247 |
|
|
2024
Q4 | $102K | Buy |
2,539
+215
| +9% | +$8.6K | 0.01% | 253 |
|
|
2024
Q3 | $104K | Sell |
2,324
-232
| -9% | -$10.4K | 0.01% | 279 |
|
|
2024
Q2 | $105K | Buy |
2,556
+794
| +45% | +$32.7K | 0.01% | 238 |
|
|
2024
Q1 | $74K | Sell |
1,762
-3,037
| -63% | -$127K | 0.01% | 284 |
|
|
2023
Q4 | $181K | Sell |
4,799
-409
| -8% | -$15.4K | 0.02% | 180 |
|
|
2023
Q3 | $169K | Sell |
5,208
-333
| -6% | -$10.8K | 0.02% | 163 |
|
|
2023
Q2 | $206K | Buy |
5,541
+46
| +0.8% | +$1.71K | 0.02% | 149 |
|
|
2023
Q1 | $214K | Buy |
5,495
+45
| +0.8% | +$1.75K | 0.03% | 141 |
|
|
2022
Q4 | $215K | Sell |
5,450
-2,054
| -27% | -$80.9K | 0.03% | 146 |
|
|
2022
Q3 | $285K | Sell |
7,504
-5
| -0.1% | -$190 | 0.05% | 117 |
|
|
2022
Q2 | $381K | Sell |
7,509
-829
| -10% | -$42.1K | 0.06% | 94 |
|
|
2022
Q1 | $425K | Buy |
8,338
+734
| +10% | +$37.4K | 0.08% | 100 |
|
|
2021
Q4 | $395K | Sell |
7,604
-1,622
| -18% | -$84.3K | 0.06% | 109 |
|
|
2021
Q3 | $498K | Buy |
9,226
+932
| +11% | +$50.3K | 0.11% | 85 |
|
|
2021
Q2 | $465K | Buy |
8,294
+856
| +12% | +$48K | 0.11% | 85 |
|
|
2021
Q1 | $433K | Sell |
7,438
-5,590
| -43% | -$325K | 0.12% | 86 |
|
|
2020
Q4 | $765K | Buy |
13,028
+7,625
| +141% | +$448K | 0.24% | 56 |
|
|
2020
Q3 | $321K | Sell |
5,403
-113
| -2% | -$6.71K | 0.11% | 103 |
|
|
2020
Q2 | $304K | Sell |
5,516
-3,073
| -36% | -$169K | 0.12% | 97 |
|
|
2020
Q1 | $461K | Sell |
8,589
-546
| -6% | -$29.3K | 0.21% | 68 |
|
|
2019
Q4 | $561K | Buy |
9,135
+636
| +7% | +$39.1K | 0.2% | 77 |
|
|
2019
Q3 | $513K | Sell |
8,499
-1,043
| -11% | -$63K | 0.15% | 85 |
|
|
2019
Q2 | $545K | Buy |
9,542
+866
| +10% | +$49.5K | 0.17% | 78 |
|
|
2019
Q1 | $513K | Buy |
8,676
+2,151
| +33% | +$127K | 0.16% | 78 |
|
|
2018
Q4 | $367K | Buy |
6,525
+641
| +11% | +$36.1K | 0.13% | 93 |
|
|
2018
Q3 | $314K | Sell |
5,884
-1,089
| -16% | -$58.1K | 0.1% | 109 |
|
|
2018
Q2 | $351K | Sell |
6,973
-1,242
| -15% | -$62.5K | 0.18% | 93 |
|
|
2018
Q1 | $393K | Sell |
8,215
-5,949
| -42% | -$285K | 0.21% | 83 |
|
|
2017
Q4 | $750K | Sell |
14,164
-2,453
| -15% | -$130K | 0.42% | 51 |
|
|
2017
Q3 | $822K | Sell |
16,617
-5,005
| -23% | -$248K | 0.49% | 44 |
|
|
2017
Q2 | $966K | Sell |
21,622
-2,115
| -9% | -$94.5K | 0.6% | 36 |
|
|
2017
Q1 | $1.16M | Sell |
23,737
-4,605
| -16% | -$224K | 0.7% | 26 |
|
|
2016
Q4 | $1.51M | Buy |
28,342
+770
| +3% | +$41.1K | 0.94% | 19 |
|
|
2016
Q3 | $1.43M | Buy |
27,572
+3,659
| +15% | +$190K | 0.97% | 18 |
|
|
2016
Q2 | $1.34M | Buy |
23,913
+180
| +0.8% | +$10K | 0.97% | 21 |
|
|
2016
Q1 | $1.28M | Buy |
23,733
+238
| +1% | +$12.9K | 0.99% | 19 |
|
|
2015
Q4 | $1.09M | Sell |
23,495
-412
| -2% | -$19K | 0.81% | 27 |
|
|
2015
Q3 | $1.04M | Buy |
23,907
+190
| +0.8% | +$8.27K | 0.82% | 30 |
|
|
2015
Q2 | $1.11M | Buy |
23,717
+294
| +1% | +$13.7K | 0.79% | 26 |
|
|
2015
Q1 | $1.14M | Buy |
23,423
+1,075
| +5% | +$52.3K | 0.79% | 26 |
|
|
2014
Q4 | $1.05M | Buy |
22,348
+2,517
| +13% | +$118K | 0.77% | 28 |
|
|
2014
Q3 | $991K | Buy |
19,831
+1,050
| +6% | +$52.5K | 0.87% | 28 |
|
|
2014
Q2 | $919K | Buy |
18,781
+5,080
| +37% | +$249K | 0.82% | 27 |
|
|
2014
Q1 | $652K | Sell |
13,701
-804
| -6% | -$38.3K | 0.71% | 34 |
|
|
2013
Q4 | $713K | Buy |
14,505
+384
| +3% | +$18.9K | 0.4% | 36 |
|
|
2013
Q3 | $659K | Sell |
14,121
-294
| -2% | -$13.7K | 0.4% | 36 |
|
|
2013
Q2 | $726K | Buy |
+14,415
| New | +$726K | 0.54% | 28 |
|