Ballast Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65K Buy
2023
Q3
Sell
2023
Q2
$261K Sell
2023
Q1
$309K Sell
2022
Q4
$358K Sell
2022
Q3
$478K Sell
2022
Q2
$675K Buy
2022
Q1
$667K Buy
2021
Q4
$652K Buy
2021
Q3
$656K Buy
2021
Q2
$680K Sell
2021
Q1
$719K Buy
2020
Q4
$705K Sell
2020
Q3
$718K Buy
2020
Q2
$665K Buy
2020
Q1
$560K Buy
2019
Q4
$600K Buy