WealthPLAN 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 | $3.16M | Sell |
72,933
-26,740
| -27% | -$1.16M | 0.51% | 55 |
|
|
2025
Q1 | $4.52M | Buy |
99,673
+1,431
| +1% | +$64.9K | 0.64% | 48 |
|
|
2024
Q4 | $3.93M | Sell |
98,242
-4,615
| -4% | -$185K | 0.56% | 57 |
|
|
2024
Q3 | $4.62M | Sell |
102,857
-1,272
| -1% | -$57.1K | 0.62% | 52 |
|
|
2024
Q2 | $4.29M | Sell |
104,129
-8,619
| -8% | -$355K | 0.46% | 62 |
|
|
2024
Q1 | $4.73M | Sell |
112,748
-48,392
| -30% | -$2.03M | 0.49% | 66 |
|
|
2023
Q4 | $6.07M | Sell |
161,140
-41,627
| -21% | -$1.57M | 0.62% | 50 |
|
|
2023
Q3 | $6.57M | Buy |
202,767
+100,721
| +99% | +$3.26M | 0.76% | 39 |
|
|
2023
Q2 | $3.8M | Sell |
102,046
-77,107
| -43% | -$2.87M | 0.54% | 47 |
|
|
2023
Q1 | $6.97M | Sell |
179,153
-165,679
| -48% | -$6.44M | 0.79% | 41 |
|
|
2022
Q4 | $13.9M | Buy |
+344,832
| New | +$13.9M | 0.97% | 37 |
|
|
2022
Q1 | $9.58M | Buy |
206,864
+172,714
| +506% | +$8M | 0.66% | 56 |
|
|
2021
Q4 | $1.82M | Buy |
34,150
+3,594
| +12% | +$191K | 0.12% | 128 |
|
|
2021
Q3 | $1.55M | Sell |
30,556
-1,140
| -4% | -$57.9K | 0.1% | 135 |
|
|
2021
Q2 | $1.76M | Sell |
31,696
-13
| -0% | -$722 | 0.12% | 115 |
|
|
2021
Q1 | $1.86M | Sell |
31,709
-4,919
| -13% | -$288K | 0.14% | 107 |
|
|
2020
Q4 | $2.02M | Buy |
36,628
+1,234
| +3% | +$68.1K | 0.17% | 95 |
|
|
2020
Q3 | $2.15M | Sell |
35,394
-978
| -3% | -$59.4K | 0.21% | 89 |
|
|
2020
Q2 | $2.13M | Buy |
36,372
+1,260
| +4% | +$73.8K | 0.22% | 88 |
|
|
2020
Q1 | $1.93M | Buy |
35,112
+2,426
| +7% | +$133K | 0.25% | 84 |
|
|
2019
Q4 | $1.9M | Buy |
32,686
+1,144
| +4% | +$66.6K | 0.22% | 87 |
|
|
2019
Q3 | $1.87M | Buy |
31,542
+3,051
| +11% | +$181K | 0.26% | 82 |
|
|
2019
Q2 | $1.61M | Sell |
28,491
-11,064
| -28% | -$624K | 0.24% | 87 |
|
|
2019
Q1 | $2.25M | Buy |
39,555
+573
| +1% | +$32.6K | 0.35% | 75 |
|
|
2018
Q4 | $2.15M | Buy |
38,982
+3,235
| +9% | +$179K | 0.35% | 76 |
|
|
2018
Q3 | $2.13M | Buy |
35,747
+3,404
| +11% | +$202K | 0.39% | 70 |
|
|
2018
Q2 | $1.63M | Buy |
32,343
+10,280
| +47% | +$517K | 0.33% | 79 |
|
|
2018
Q1 | $1.06M | Buy |
22,063
+1,161
| +6% | +$55.5K | 0.23% | 93 |
|
|
2017
Q4 | $1.11M | Buy |
20,902
+3,085
| +17% | +$163K | 0.3% | 85 |
|
|
2017
Q3 | $881K | Buy |
17,817
+3,981
| +29% | +$197K | 0.25% | 81 |
|
|
2017
Q2 | $618K | Buy |
13,836
+10,073
| +268% | +$450K | 0.18% | 93 |
|
|
2017
Q1 | $184K | Buy |
+3,763
| New | +$184K | 0.64% | 32 |
|
|
2016
Q3 | $2.02M | Sell |
39,403
-40,167
| -50% | -$2.06M | 0.66% | 32 |
|
|
2016
Q2 | $2.22M | Buy |
+79,570
| New | +$2.22M | 0.28% | 62 |
|
|
2015
Q4 | $1.55M | Buy |
+102,899
| New | +$1.55M | 0.25% | 72 |
|
|
2015
Q2 | $2.11M | Buy |
45,181
+4,950
| +12% | +$231K | 0.92% | 18 |
|
|
2015
Q1 | $1.96M | Buy |
+40,231
| New | +$1.96M | 0.91% | 27 |
|