Heritage Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $687K | Sell |
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|
2021
Q2 | $732K | Sell |
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|
2021
Q1 | $841K | Sell |
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|
2020
Q4 | $882K | Sell |
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|
2020
Q3 | $914K | Sell |
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|
2020
Q2 | $868K | Hold |
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|
2020
Q1 | $846K | Buy |
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|
2019
Q4 | $939K | Buy |
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|
2019
Q3 | $878K | Sell |
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|
2019
Q2 | $934K | Buy |
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|
2019
Q1 | $903K | Buy |
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|
2018
Q4 | $770K | Sell |
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|
2018
Q3 | $739K | Hold |
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|
2018
Q2 | $698K | Buy |
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