Wealth Plan Investment Management, LLC Verizon Communications Inc Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

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 231,082 shares of VZ stock, worth $9.48 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

231,082

Previous 236,417 2.26%

Holding current value

$9.48 Million

Previous $10.2 Million 0.71%

% of portfolio

0.74%

Previous 0.81%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$40.84 - $45.06 $217,881 - $240,395	-5,335 Reduced 2.26%	231,082 $10.2 Million
Q2 2025 Jul 28, 2025	BUY	$41.67 - $45.62 $1.06 Million - $1.16 Million	25,527 Added 12.1%	236,417 $10.2 Million
Q1 2025 May 09, 2025	SELL	$37.81 - $46.49 $120,424 - $148,070	-3,185 Reduced 1.49%	210,890 $9.57 Million
Q4 2024 Jan 30, 2025	SELL	$39.6 - $45.21 $87,040 - $99,371	-2,198 Reduced 1.02%	214,075 $8.56 Million
Q3 2024 Nov 05, 2024	SELL	$38.89 - $45.0 $14,467 - $16,740	-372 Reduced 0.17%	216,273 $9.71 Million

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

# of Institutions

3,508

Shares Held

2.77B

Call Options Held

38.9M

Put Options Held

40M

View Full List

About VERIZON COMMUNICATIONS INC

Ticker VZ
Exchange NYSE
Sector Communication Services
Industry Telecom Services
Shares Outstandng 4,199,820,032
Market Cap $172B
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...

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Wealth Plan Investment Management, LLC Verizon Communications Inc Transaction History