Walled Lake Planning & Wealth Management, LLC Verizon Communications Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$36.54 - $42.19 $229,726 - $265,248	6,287 Added 25.51%	30,936 $1.2 Million
Q4 2022 Feb 13, 2023	SELL	$35.35 - $39.81 $2.35 Million - $2.64 Million	-66,351 Reduced 72.91%	24,649 $971,000
Q3 2022 Nov 01, 2022	BUY	$37.97 - $51.64 $149,260 - $202,996	3,931 Added 4.51%	91,000 $3.46 Million
Q2 2022 Aug 09, 2022	BUY	$46.23 - $55.01 $194,998 - $232,032	4,218 Added 5.09%	87,069 $4.42 Million
Q1 2022 May 13, 2022	BUY	$50.8 - $55.11 $136,245 - $147,805	2,682 Added 3.35%	82,851 $4.22 Million
Q4 2021 Feb 10, 2022	BUY	$49.77 - $54.53 $35,983 - $39,425	723 Added 0.91%	80,169 $4.17 Million
Q3 2021 Nov 15, 2021	BUY	$54.01 - $56.55 $135,511 - $141,883	2,509 Added 3.26%	79,446 $4.29 Million
Q2 2021 Aug 16, 2021	BUY	$55.82 - $59.52 $64,472 - $68,745	1,155 Added 1.52%	76,937 $4.31 Million
Q1 2021 May 17, 2021	BUY	$54.15 - $59.29 $81,225 - $88,935	1,500 Added 2.02%	75,782 $4.41 Million
Q4 2020 Feb 19, 2021	SELL	$56.31 - $61.74 $22,355 - $24,510	-397 Reduced 0.53%	74,282 $4.36 Million
Q3 2020 Nov 13, 2020	BUY	$53.94 - $60.61 $18,771 - $21,092	348 Added 0.47%	74,679 $4.44 Million
Q2 2020 Aug 18, 2020	SELL	$52.92 - $58.46 $51,861 - $57,290	-980 Reduced 1.3%	74,331 $4.1 Million
Q1 2020 May 15, 2020	SELL	$49.94 - $61.05 $52,886 - $64,651	-1,059 Reduced 1.39%	75,311 $4.05 Million
Q4 2019 May 15, 2020	BUY	$58.91 - $62.07 $4.5 Million - $4.74 Million	76,370 New	76,370 $4.69 Million

Others Institutions Holding VZ

# of Institutions

3,232

Shares Held

2.6B

Call Options Held

42.2M

Put Options Held

40.8M

Vanguard Group Inc Valley Forge, PA

358M
Shares

$15.2 Billion
0.29% of portfolio
Black Rock Inc. New York, NY

349M
Shares

$14.8 Billion
0.33% of portfolio
State Street Corp Boston, MA

185M
Shares

$7.84 Billion
0.34% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

101M
Shares

$4.3 Billion
0.88% of portfolio
Geode Capital Management, LLC Boston, MA

95.8M
Shares

$4.07 Billion
0.35% of portfolio

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 $178B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account