Spartan Planning & Wealth Management’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	5,076 -1,265	-20%	-$54.7K	0.19%	75
2025 Q1	$288K	Buy	+6,341	New	+$288K	0.28%	54
2023 Q4	$285K	Buy	7,549 +7,543	+125,717%	+$284K	0.3%	42
2023 Q3	$194	Buy	+6	New	+$194	﹤0.01%	148