Heritage Wealth Management (Ohio)’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$987K	Sell	22,818 -489	-2%	-$21.2K	0.32%	83
2025 Q1	$1.06M	Buy	23,307 +2,017	+9%	+$91.5K	0.36%	72
2024 Q4	$851K	Sell	21,290 -113	-0.5%	-$4.52K	0.28%	90
2024 Q3	$961K	Sell	21,403 -229	-1%	-$10.3K	0.32%	82
2024 Q2	$893K	Buy	+21,632	New	+$893K	0.3%	88