Heritage Wealth Management (Arizona)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $56.6K | Sell |
1,438
-40
| -3% | -$1.58K | 0.01% | 484 |
|
|
2022
Q3 | $56K | Buy |
1,478
+322
| +28% | +$12.2K | 0.02% | 388 |
|
|
2022
Q2 | $58.7K | Sell |
1,156
-462
| -29% | -$23.4K | 0.02% | 389 |
|
|
2022
Q1 | $82K | Buy |
+1,618
| New | +$82K | 0.02% | 395 |
|
|
2021
Q3 | $126K | Sell |
2,331
-187
| -7% | -$10.1K | 0.04% | 301 |
|
|
2021
Q2 | $141K | Buy |
+2,518
| New | +$141K | 0.05% | 278 |
|