Kelleher Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $797K | Buy |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.59M | Buy |
|
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $2.05M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $1.92M | Buy |
|
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|
2019
Q4 | $2.14M | Sell |
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|
2019
Q3 | $2.15M | Buy |
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|
2019
Q2 | $2.03M | Buy |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $1.97M | Buy |
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|
2018
Q2 | $1.84M | Buy |
|
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|
2018
Q1 | $1.05M | Buy |
|
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $686K | Hold |
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|
2017
Q2 | $619K | Sell |
|
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|
2017
Q1 | $712K | Sell |
|
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|
2016
Q4 | $1.29M | Buy |
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|
2016
Q3 | $331K | Buy |
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|
2016
Q2 | $345K | Sell |
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|
2016
Q1 | $398K | Buy |
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|
2015
Q4 | $308K | Sell |
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|
2015
Q3 | $304K | Buy |
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|
2015
Q2 | $317K | Sell |
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|
2015
Q1 | $356K | Buy |
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|
2014
Q4 | $336K | Sell |
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|
2014
Q3 | $365K | Sell |
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|
2014
Q2 | $408K | Sell |
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|
2014
Q1 | $415K | Buy |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $234K | Sell |
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|
2013
Q2 | $262K | Buy |
|