HWA
Heartwood Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
27,151
+673
| +3% | +$29.1K | 0.12% | 70 |
|
|
2025
Q1 | $1.2M | Buy |
26,478
+3,478
| +15% | +$158K | 0.14% | 63 |
|
|
2024
Q4 | $920K | Sell |
23,000
-19
| -0.1% | -$760 | 0.1% | 71 |
|
|
2024
Q3 | $1.03M | Buy |
23,019
+589
| +3% | +$26.5K | 0.11% | 65 |
|
|
2024
Q2 | $925K | Buy |
22,430
+503
| +2% | +$20.7K | 0.11% | 68 |
|
|
2024
Q1 | $920K | Buy |
21,927
+1,416
| +7% | +$59.4K | 0.11% | 63 |
|
|
2023
Q4 | $773K | Sell |
20,511
-858
| -4% | -$32.3K | 0.1% | 64 |
|
|
2023
Q3 | $693K | Sell |
21,369
-2,057
| -9% | -$66.7K | 0.1% | 67 |
|
|
2023
Q2 | $871K | Buy |
23,426
+381
| +2% | +$14.2K | 0.12% | 57 |
|
|
2023
Q1 | $896K | Buy |
23,045
+3,335
| +17% | +$130K | 0.13% | 52 |
|
|
2022
Q4 | $777K | Buy |
19,710
+5,345
| +37% | +$211K | 0.12% | 55 |
|
|
2022
Q3 | $545K | Buy |
14,365
+2,392
| +20% | +$90.8K | 0.09% | 63 |
|
|
2022
Q2 | $608K | Buy |
11,973
+598
| +5% | +$30.4K | 0.1% | 60 |
|
|
2022
Q1 | $579K | Buy |
11,375
+4,870
| +75% | +$248K | 0.09% | 66 |
|
|
2021
Q4 | $338K | Sell |
6,505
-1,347
| -17% | -$70K | 0.05% | 81 |
|
|
2021
Q3 | $424K | Buy |
7,852
+342
| +5% | +$18.5K | 0.07% | 67 |
|
|
2021
Q2 | $421K | Buy |
+7,510
| New | +$421K | 0.06% | 67 |
|