Herold 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 | $3.81M | Buy |
88,037
+15,076
| +21% | +$652K | 0.8% | 30 |
|
|
2025
Q1 | $3.31M | Buy |
72,961
+136
| +0.2% | +$6.17K | 0.73% | 31 |
|
|
2024
Q4 | $2.91M | Buy |
72,825
+2,178
| +3% | +$87.1K | 0.63% | 43 |
|
|
2024
Q3 | $3.17M | Buy |
70,647
+4,802
| +7% | +$216K | 0.69% | 37 |
|
|
2024
Q2 | $2.72M | Buy |
65,845
+2,794
| +4% | +$115K | 0.63% | 40 |
|
|
2024
Q1 | $2.65M | Buy |
63,051
+3,321
| +6% | +$139K | 0.64% | 42 |
|
|
2023
Q4 | $2.25M | Sell |
59,730
-1,188
| -2% | -$44.8K | 0.62% | 48 |
|
|
2023
Q3 | $1.97M | Sell |
60,918
-951
| -2% | -$30.8K | 0.6% | 49 |
|
|
2023
Q2 | $2.3M | Sell |
61,869
-3,783
| -6% | -$141K | 0.7% | 34 |
|
|
2023
Q1 | $2.55M | Buy |
65,652
+3,307
| +5% | +$129K | 0.88% | 25 |
|
|
2022
Q4 | $2.46M | Buy |
62,345
+4,442
| +8% | +$175K | 1.04% | 21 |
|
|
2022
Q3 | $2.2M | Buy |
57,903
+1,992
| +4% | +$75.6K | 1.06% | 24 |
|
|
2022
Q2 | $2.84M | Buy |
55,911
+783
| +1% | +$39.7K | 1.26% | 15 |
|
|
2022
Q1 | $2.81M | Buy |
55,128
+3,595
| +7% | +$183K | 1% | 21 |
|
|
2021
Q4 | $2.68M | Buy |
51,533
+9,052
| +21% | +$470K | 1.04% | 20 |
|
|
2021
Q3 | $2.29M | Buy |
+42,481
| New | +$2.29M | 0.89% | 23 |
|