Strategic Planning Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,686
Closed -$784K 117
2024
Q1
$784K Buy
18,686
+148
+0.8% +$6.21K 0.2% 96
2023
Q4
$699K Buy
+18,538
New +$699K 0.23% 92