St. Louis Financial Planners Asset 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
$2.01M Sell
46,380
-18,305
-28% -$792K 1.53% 28
2025
Q1
$2.93M Buy
+64,685
New +$2.93M 2.19% 10
2024
Q4
Sell
-50,923
Closed -$2.25M 39
2024
Q3
$2.25M Sell
50,923
-781
-2% -$34.5K 1.79% 15
2024
Q2
$2.16M Buy
51,704
+4,672
+10% +$195K 1.86% 13
2024
Q1
$2.01M Buy
+47,032
New +$2.01M 1.81% 15
2023
Q3
Sell
-44,005
Closed -$1.64M 35
2023
Q2
$1.64M Sell
44,005
-807
-2% -$30K 1.64% 25
2023
Q1
$1.74M Sell
44,812
-11,287
-20% -$439K 1.98% 15
2022
Q4
$2.21M Buy
+56,099
New +$2.21M 2.16% 2