Heritage Trust’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 | $4.91M | Buy |
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|
2025
Q2 | $3.78M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $734K | Sell |
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|
2022
Q1 | $761K | Buy |
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|
2021
Q4 | $766K | Sell |
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|
2021
Q3 | $904K | Buy |
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|
2021
Q2 | $906K | Buy |
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|
2021
Q1 | $901K | Buy |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $503K | Buy |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $492K | Buy |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $109K | Buy |
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|
2018
Q2 | $100K | Hold |
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|
2018
Q1 | $94K | Hold |
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|
2017
Q4 | $104K | Sell |
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|
2017
Q3 | $101K | Buy |
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|
2017
Q2 | $82K | Buy |
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|
2017
Q1 | $56K | Buy |
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