HTG Investment 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 | $215K | Sell |
4,976
-435
| -8% | -$18.8K | 0.08% | 68 |
|
|
2025
Q1 | $245K | Hold |
5,411
| – | – | 0.1% | 61 |
|
|
2024
Q4 | $216K | Hold |
5,411
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $243K | Sell |
5,411
-48
| -0.9% | -$2.16K | 0.11% | 57 |
|
|
2024
Q2 | $225K | Hold |
5,459
| – | – | 0.12% | 56 |
|
|
2024
Q1 | $229K | Hold |
5,459
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $206K | Buy |
+5,459
| New | +$206K | 0.13% | 56 |
|
|
2023
Q2 | – | Sell |
-5,233
| Closed | -$204K | – | 54 |
|
|
2023
Q1 | $204K | Sell |
5,233
-50
| -0.9% | -$1.94K | 0.19% | 50 |
|
|
2022
Q4 | $208K | Buy |
+5,283
| New | +$208K | 0.21% | 50 |
|