Total Wealth Planning & 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
$1.13M Sell
26,213
-166
-0.6% -$7.18K 0.92% 22
2025
Q1
$1.2M Buy
26,379
+3,487
+15% +$158K 1.13% 18
2024
Q4
$915K Buy
+22,892
New +$915K 0.83% 24