Retirement Planning Group (Kansas)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Sell |
24,809
-4,013
| -14% | -$174K | 0.05% | 139 |
|
2025
Q1 | $1.31M | Sell |
28,822
-52
| -0.2% | -$2.36K | 0.06% | 109 |
|
2024
Q4 | $1.15M | Sell |
28,874
-344
| -1% | -$13.8K | 0.06% | 115 |
|
2024
Q3 | $1.31M | Buy |
29,218
+8,580
| +42% | +$385K | 0.07% | 107 |
|
2024
Q2 | $851K | Sell |
20,638
-3,079
| -13% | -$127K | 0.05% | 115 |
|
2024
Q1 | $987K | Buy |
+23,717
| New | +$987K | 0.08% | 100 |
|
2022
Q3 | – | Sell |
-3,933
| Closed | -$200K | – | 139 |
|
2022
Q2 | $200K | Sell |
3,933
-525
| -12% | -$26.7K | 0.02% | 109 |
|
2022
Q1 | $227K | Hold |
4,458
| – | – | 0.02% | 99 |
|
2021
Q4 | $232K | Sell |
4,458
-695
| -13% | -$36.2K | 0.02% | 98 |
|
2021
Q3 | $278K | Buy |
+5,153
| New | +$278K | 0.03% | 76 |
|
2014
Q1 | – | Sell |
-4,344
| Closed | -$213K | – | 72 |
|
2013
Q4 | $213K | Sell |
4,344
-1,040
| -19% | -$51K | 0.08% | 67 |
|
2013
Q3 | $251K | Buy |
5,384
+311
| +6% | +$14.5K | 0.09% | 70 |
|
2013
Q2 | $255K | Buy |
+5,073
| New | +$255K | 0.1% | 69 |
|