Heron Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.02M | Buy |
27,337
+1,059
| +4% | +$39.4K | 0.55% | 41 |
|
|
2023
Q1 | $1.02M | Buy |
+26,278
| New | +$1.02M | 0.56% | 40 |
|
|
2022
Q4 | – | Sell |
-29,656
| Closed | -$1.13M | – | 140 |
|
|
2022
Q3 | $1.13M | Sell |
29,656
-1,230
| -4% | -$46.7K | 0.7% | 33 |
|
|
2022
Q2 | $1.57M | Sell |
30,886
-209
| -0.7% | -$10.6K | 0.95% | 23 |
|
|
2022
Q1 | $1.58M | Buy |
31,095
+910
| +3% | +$46.4K | 0.82% | 28 |
|
|
2021
Q4 | $1.61M | Buy |
30,185
+590
| +2% | +$31.4K | 0.86% | 25 |
|
|
2021
Q3 | $1.6M | Buy |
29,595
+523
| +2% | +$28.2K | 0.89% | 23 |
|
|
2021
Q2 | $1.63M | Buy |
29,072
+2,645
| +10% | +$148K | 0.93% | 23 |
|
|
2021
Q1 | $1.54M | Buy |
26,427
+1,808
| +7% | +$105K | 0.93% | 22 |
|
|
2020
Q4 | $1.44M | Buy |
24,619
+1,051
| +4% | +$61.5K | 1% | 22 |
|
|
2020
Q3 | $1.41M | Buy |
23,568
+3,187
| +16% | +$190K | 1.13% | 20 |
|
|
2020
Q2 | $1.11M | Buy |
20,381
+1,290
| +7% | +$70.3K | 0.99% | 24 |
|
|
2020
Q1 | $1.11M | Sell |
19,091
-62
| -0.3% | -$3.61K | 1.14% | 23 |
|
|
2019
Q4 | $1.12M | Buy |
+19,153
| New | +$1.12M | 0.93% | 27 |
|