Heritage Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
10,306
+1,644
| +19% | +$71.1K | 0.02% | 141 |
|
|
2025
Q1 | $393K | Sell |
8,662
-508
| -6% | -$23K | 0.02% | 146 |
|
|
2024
Q4 | $367K | Buy |
9,170
+196
| +2% | +$7.84K | 0.02% | 157 |
|
|
2024
Q3 | $403K | Sell |
8,974
-726
| -7% | -$32.6K | 0.02% | 157 |
|
|
2024
Q2 | $400K | Sell |
9,700
-278
| -3% | -$11.5K | 0.02% | 151 |
|
|
2024
Q1 | $419K | Sell |
9,978
-108
| -1% | -$4.53K | 0.02% | 157 |
|
|
2023
Q4 | $380K | Buy |
10,086
+1,219
| +14% | +$46K | 0.02% | 163 |
|
|
2023
Q3 | $287K | Sell |
8,867
-331
| -4% | -$10.7K | 0.02% | 168 |
|
|
2023
Q2 | $342K | Hold |
9,198
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $358K | Sell |
9,198
-216
| -2% | -$8.4K | 0.02% | 156 |
|
|
2022
Q4 | $371K | Sell |
9,414
-1,335
| -12% | -$52.6K | 0.02% | 155 |
|
|
2022
Q3 | $408K | Sell |
10,749
-522
| -5% | -$19.8K | 0.03% | 137 |
|
|
2022
Q2 | $572K | Sell |
11,271
-2,029
| -15% | -$103K | 0.04% | 117 |
|
|
2022
Q1 | $677K | Hold |
13,300
| – | – | 0.04% | 109 |
|
|
2021
Q4 | $691K | Buy |
13,300
+585
| +5% | +$30.4K | 0.04% | 123 |
|
|
2021
Q3 | $687K | Sell |
12,715
-355
| -3% | -$19.2K | 0.04% | 115 |
|
|
2021
Q2 | $732K | Sell |
13,070
-1,401
| -10% | -$78.5K | 0.05% | 113 |
|
|
2021
Q1 | $841K | Sell |
14,471
-550
| -4% | -$32K | 0.05% | 95 |
|
|
2020
Q4 | $882K | Sell |
15,021
-339
| -2% | -$19.9K | 0.06% | 92 |
|
|
2020
Q3 | $914K | Sell |
15,360
-388
| -2% | -$23.1K | 0.12% | 63 |
|
|
2020
Q2 | $868K | Hold |
15,748
| – | – | 0.12% | 63 |
|
|
2020
Q1 | $846K | Buy |
15,748
+462
| +3% | +$24.8K | 0.15% | 60 |
|
|
2019
Q4 | $939K | Buy |
15,286
+726
| +5% | +$44.6K | 0.12% | 70 |
|
|
2019
Q3 | $878K | Sell |
14,560
-1,786
| -11% | -$108K | 0.13% | 70 |
|
|
2019
Q2 | $934K | Buy |
16,346
+1,067
| +7% | +$61K | 0.14% | 69 |
|
|
2019
Q1 | $903K | Buy |
15,279
+1,567
| +11% | +$92.7K | 0.15% | 61 |
|
|
2018
Q4 | $770K | Sell |
13,712
-143
| -1% | -$8.03K | 0.15% | 62 |
|
|
2018
Q3 | $739K | Hold |
13,855
| – | – | 0.14% | 60 |
|
|
2018
Q2 | $698K | Buy |
+13,855
| New | +$698K | 0.26% | 57 |
|