A detailed history of Wealth Plan Investment Management, LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 216,645 shares of VZ stock, worth $8.95 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
216,645
Previous 207,394 4.46%
Holding current value
$8.95 Million
Previous $8.7 Million 2.67%
% of portfolio
1.46%
Previous 1.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$38.6 - $42.84 $357,088 - $396,312
9,251 Added 4.46%
216,645 $8.93 Million
Q1 2024

May 16, 2024

BUY
$37.9 - $42.49 $367,895 - $412,450
9,707 Added 4.91%
207,394 $8.7 Million
Q4 2023

Jan 05, 2024

SELL
$30.67 - $38.65 $1.54 Million - $1.94 Million
-50,298 Reduced 20.28%
197,687 $7.45 Million
Q3 2023

Nov 15, 2023

BUY
$31.46 - $37.48 $1.42 Million - $1.69 Million
45,218 Added 22.3%
247,985 $8.04 Million
Q3 2023

Nov 09, 2023

BUY
$31.46 - $37.48 $2.66 Million - $3.17 Million
84,540 Added 71.51%
202,767 $6.57 Million
Q2 2023

Aug 14, 2023

BUY
$34.46 - $40.11 $4.07 Million - $4.74 Million
118,212 Added 788080.0%
118,227 $4.4 Million
Q2 2023

Jul 25, 2023

SELL
$34.46 - $40.11 $7.04 Million - $8.19 Million
-204,310 Reduced 99.99%
15 $0
Q1 2023

May 08, 2023

SELL
$36.54 - $42.19 $4.73 Million - $5.46 Million
-129,338 Reduced 38.76%
204,325 $7.95 Million
Q4 2022

Feb 15, 2023

BUY
$35.35 - $39.81 $2.96 Million - $3.33 Million
83,733 Added 33.5%
333,663 $13.1 Million
Q3 2022

Dec 12, 2022

BUY
$37.97 - $51.64 $1.64 Million - $2.22 Million
43,066 Added 20.82%
249,930 $9.29 Million
Q1 2022

Sep 07, 2022

BUY
$50.8 - $55.11 $10.5 Million - $11.4 Million
206,864 New
206,864 $9.58 Million

Others Institutions Holding VZ

About VERIZON COMMUNICATIONS INC


  • Ticker VZ
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 4,199,820,032
  • Market Cap $174B
  • Description
  • Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...
More about VZ
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