Heritage Financial Services’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 | $274K | Sell |
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|
2025
Q2 | $386K | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $272K | Sell |
|
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|
2024
Q3 | $390K | Sell |
|
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|
2024
Q2 | $369K | Buy |
|
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $226K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $319K | Buy |
|