Vertex Planning Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
10,785
+21
| +0.2% | +$909 | 0.1% | 113 |
|
|
2025
Q1 | $488K | Buy |
10,764
+35
| +0.3% | +$1.59K | 0.11% | 105 |
|
|
2024
Q4 | $429K | Buy |
10,729
+4,296
| +67% | +$172K | 0.09% | 120 |
|
|
2024
Q3 | $289K | Buy |
6,433
+124
| +2% | +$5.57K | 0.07% | 134 |
|
|
2024
Q2 | $260K | Sell |
6,309
-350
| -5% | -$14.4K | 0.07% | 133 |
|
|
2024
Q1 | $279K | Buy |
6,659
+47
| +0.7% | +$1.97K | 0.08% | 130 |
|
|
2023
Q4 | $249K | Buy |
6,612
+296
| +5% | +$11.2K | 0.07% | 138 |
|
|
2023
Q3 | $205K | Sell |
6,316
-2,084
| -25% | -$67.5K | 0.07% | 134 |
|
|
2023
Q2 | $312K | Buy |
8,400
+2,208
| +36% | +$82.1K | 0.11% | 102 |
|
|
2023
Q1 | $241K | Sell |
6,192
-1,620
| -21% | -$63K | 0.09% | 107 |
|
|
2022
Q4 | $308K | Buy |
+7,812
| New | +$308K | 0.12% | 104 |
|