Number of Shares
246,959.00
Current Holdings Value*
$11.20 Mil
% of Portfolio
3.34%
Total Estimate Gain
$-2.01 Mil
% of Total Estimate Gain
-15.37%

Keystone Financial Planning, Inc.'s Verizon Communications Inc Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 246,959.00 shares of Verizon Communications Inc(VZ), totaling $11.20 Mil. This investment constitutes 3.34% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.01% of the outstanding Verizon Communications Inc(VZ) stock.

The initial trade took place in 2013Q4. And since then Keystone Financial Planning, Inc. has made 18 purchases of VZ, at an average price of $51.37, for a total of 254,415.00 shares. In addition, there have been 2 sales at an average price of $40.91 for 7,456.00 shares. Based on historical transaction data and VZ's current price of $43.55, Keystone Financial Planning, Inc.'s estimated gain on his VZ holdings is $-2.01 Mil, reflecting a -15.37% gain to date.

Keystone Financial Planning, Inc. VZ ($43.55) Holding Chart

Keystone Financial Planning, Inc. VZ ($43.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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