Heritage Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
8,911
+2,709
| +44% | +$117K | 0.04% | 81 |
|
|
2025
Q1 | $281K | Sell |
6,202
-612
| -9% | -$27.8K | 0.03% | 92 |
|
|
2024
Q4 | $272K | Sell |
6,814
-1,874
| -22% | -$74.9K | 0.04% | 89 |
|
|
2024
Q3 | $390K | Sell |
8,688
-263
| -3% | -$11.8K | 0.05% | 71 |
|
|
2024
Q2 | $369K | Buy |
8,951
+3,867
| +76% | +$159K | 0.05% | 73 |
|
|
2024
Q1 | $213K | Sell |
5,084
-260
| -5% | -$10.9K | 0.03% | 101 |
|
|
2023
Q4 | $201K | Sell |
5,344
-1,006
| -16% | -$37.9K | 0.03% | 99 |
|
|
2023
Q3 | $206K | Buy |
6,350
+285
| +5% | +$9.24K | 0.04% | 76 |
|
|
2023
Q2 | $226K | Buy |
+6,065
| New | +$226K | 0.05% | 70 |
|
|
2022
Q4 | – | Sell |
-5,733
| Closed | -$217K | – | 79 |
|
|
2022
Q3 | $217K | Buy |
5,733
+214
| +4% | +$8.1K | 0.13% | 59 |
|
|
2022
Q2 | $280K | Sell |
5,519
-771
| -12% | -$39.1K | 0.16% | 54 |
|
|
2022
Q1 | $320K | Buy |
6,290
+150
| +2% | +$7.63K | 0.21% | 59 |
|
|
2021
Q4 | $319K | Buy |
+6,140
| New | +$319K | 0.25% | 59 |
|