Sterling Financial Planning’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Hold
2025
Q2
$274K Sell
2025
Q1
$289K Buy
2024
Q4
Sell
2024
Q3
$223K Hold
2024
Q2
$205K Hold
2024
Q1
$208K Buy
2023
Q3
Sell
2023
Q2
$204K Sell
2023
Q1
$223K Buy
2022
Q3
Sell
2022
Q2
$258K Sell
2022
Q1
$287K Buy
2021
Q4
$256K Buy
2021
Q3
$258K Buy
2021
Q2
$258K Buy
2021
Q1
$267K Buy
2020
Q4
$267K Buy