WealthPlan Investment 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 | $10.2M | Buy |
236,417
+25,527
| +12% | +$1.1M | 0.74% | 47 |
|
|
2025
Q1 | $9.57M | Sell |
210,890
-3,185
| -1% | -$144K | 0.94% | 35 |
|
|
2024
Q4 | $8.56M | Sell |
214,075
-2,198
| -1% | -$87.9K | 0.85% | 39 |
|
|
2024
Q3 | $9.71M | Sell |
216,273
-372
| -0.2% | -$16.7K | 0.98% | 36 |
|
|
2024
Q2 | $8.93M | Buy |
216,645
+9,251
| +4% | +$382K | 1.35% | 26 |
|
|
2024
Q1 | $8.7M | Buy |
207,394
+9,707
| +5% | +$407K | 1.33% | 29 |
|
|
2023
Q4 | $7.45M | Sell |
197,687
-50,298
| -20% | -$1.9M | 1.19% | 32 |
|
|
2023
Q3 | $8.04M | Buy |
247,985
+129,758
| +110% | +$4.21M | 1.42% | 26 |
|
|
2023
Q2 | $4.4M | Sell |
118,227
-86,098
| -42% | -$3.2M | 1.31% | 33 |
|
|
2023
Q1 | $7.95M | Sell |
204,325
-129,338
| -39% | -$5.03M | 1.37% | 30 |
|
|
2022
Q4 | $13.5M | Buy |
333,663
+83,733
| +34% | +$3.38M | 0.94% | 40 |
|
|
2022
Q3 | $9.29M | Buy |
+249,930
| New | +$9.29M | 0.68% | 53 |
|
|
2022
Q1 | $9.58M | Buy |
+206,864
| New | +$9.58M | 0.66% | 56 |
|