Sterling Financial Planning’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
6,340
-22
| -0.3% | -$952 | 0.09% | 94 |
|
|
2025
Q1 | $289K | Buy |
+6,362
| New | +$289K | 0.1% | 87 |
|
|
2024
Q4 | – | Sell |
-4,964
| Closed | -$223K | – | 112 |
|
|
2024
Q3 | $223K | Hold |
4,964
| – | – | 0.08% | 106 |
|
|
2024
Q2 | $205K | Hold |
4,964
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $208K | Buy |
+4,964
| New | +$208K | 0.08% | 103 |
|
|
2023
Q3 | – | Sell |
-5,493
| Closed | -$204K | – | 98 |
|
|
2023
Q2 | $204K | Sell |
5,493
-242
| -4% | -$9K | 0.1% | 97 |
|
|
2023
Q1 | $223K | Buy |
+5,735
| New | +$223K | 0.12% | 90 |
|
|
2022
Q3 | – | Sell |
-5,093
| Closed | -$258K | – | 90 |
|
|
2022
Q2 | $258K | Sell |
5,093
-546
| -10% | -$27.7K | 0.18% | 79 |
|
|
2022
Q1 | $287K | Buy |
5,639
+711
| +14% | +$36.2K | 0.18% | 78 |
|
|
2021
Q4 | $256K | Buy |
4,928
+150
| +3% | +$7.79K | 0.16% | 84 |
|
|
2021
Q3 | $258K | Buy |
4,778
+179
| +4% | +$9.67K | 0.16% | 74 |
|
|
2021
Q2 | $258K | Buy |
4,599
+1
| +0% | +$56 | 0.17% | 69 |
|
|
2021
Q1 | $267K | Buy |
4,598
+47
| +1% | +$2.73K | 0.19% | 64 |
|
|
2020
Q4 | $267K | Buy |
+4,551
| New | +$267K | 0.21% | 61 |
|