Retirement Planning Company of New England’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Buy
19,195
+54
+0.3% +$2.34K 0.37% 75
2025
Q1
$868K Buy
19,141
+210
+1% +$9.53K 0.43% 65
2024
Q4
$757K Buy
18,931
+413
+2% +$16.5K 0.37% 78
2024
Q3
$832K Buy
18,518
+64
+0.3% +$2.87K 0.41% 71
2024
Q2
$761K Buy
18,454
+3,531
+24% +$146K 0.41% 69
2024
Q1
$626K Buy
14,923
+5,556
+59% +$233K 0.34% 93
2023
Q4
$353K Buy
9,367
+647
+7% +$24.4K 0.16% 152
2023
Q3
$283K Sell
8,720
-644
-7% -$20.9K 0.16% 138
2023
Q2
$348K Sell
9,364
-937
-9% -$34.8K 0.2% 137
2023
Q1
$401K Buy
10,301
+661
+7% +$25.7K 0.24% 122
2022
Q4
$380K Buy
9,640
+420
+5% +$16.5K 0.25% 120
2022
Q3
$350K Sell
9,220
-659
-7% -$25K 0.25% 121
2022
Q2
$501K Buy
9,879
+151
+2% +$7.66K 0.34% 97
2022
Q1
$495K Sell
9,728
-243
-2% -$12.4K 0.28% 114
2021
Q4
$518K Buy
+9,971
New +$518K 0.25% 115