Heartwood Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $920K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $925K | Buy |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $871K | Buy |
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|
2023
Q1 | $896K | Buy |
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|
2022
Q4 | $777K | Buy |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $421K | Buy |
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