KFA
Kelleher Financial Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
23,674
+1,221
| +5% | +$52.8K | 0.36% | 41 |
|
|
2025
Q1 | $1.02M | Buy |
22,453
+5,092
| +29% | +$231K | 0.41% | 38 |
|
|
2024
Q4 | $694K | Sell |
17,361
-395
| -2% | -$15.8K | 0.26% | 52 |
|
|
2024
Q3 | $797K | Buy |
17,756
+511
| +3% | +$22.9K | 0.3% | 48 |
|
|
2024
Q2 | $711K | Sell |
17,245
-5,425
| -24% | -$224K | 0.29% | 52 |
|
|
2024
Q1 | $951K | Buy |
22,670
+3,921
| +21% | +$165K | 0.39% | 34 |
|
|
2023
Q4 | $707K | Sell |
18,749
-17,462
| -48% | -$658K | 0.33% | 43 |
|
|
2023
Q3 | $1.17M | Sell |
36,211
-6,518
| -15% | -$211K | 0.6% | 24 |
|
|
2023
Q2 | $1.59M | Buy |
42,729
+1,800
| +4% | +$66.9K | 0.92% | 19 |
|
|
2023
Q1 | $1.59M | Buy |
40,929
+1,198
| +3% | +$46.6K | 1.05% | 19 |
|
|
2022
Q4 | $1.57M | Buy |
39,731
+9,869
| +33% | +$389K | 1.18% | 15 |
|
|
2022
Q3 | $1.13M | Sell |
29,862
-3,541
| -11% | -$134K | 0.81% | 26 |
|
|
2022
Q2 | $1.7M | Buy |
33,403
+93
| +0.3% | +$4.72K | 0.76% | 23 |
|
|
2022
Q1 | $1.7M | Sell |
33,310
-1,213
| -4% | -$61.8K | 0.94% | 21 |
|
|
2021
Q4 | $1.79M | Sell |
34,523
-12,638
| -27% | -$657K | 0.95% | 21 |
|
|
2021
Q3 | $2.55M | Buy |
47,161
+13,345
| +39% | +$720K | 1.12% | 13 |
|
|
2021
Q2 | $1.89M | Sell |
33,816
-10,544
| -24% | -$591K | 1.07% | 16 |
|
|
2021
Q1 | $2.58M | Buy |
44,360
+9,496
| +27% | +$552K | 1.66% | 11 |
|
|
2020
Q4 | $2.05M | Sell |
34,864
-545
| -2% | -$32K | 1.54% | 12 |
|
|
2020
Q3 | $2.11M | Sell |
35,409
-22
| -0.1% | -$1.31K | 1.75% | 11 |
|
|
2020
Q2 | $1.95M | Sell |
35,431
-250
| -0.7% | -$13.8K | 1.87% | 8 |
|
|
2020
Q1 | $1.92M | Buy |
35,681
+761
| +2% | +$40.9K | 2.29% | 8 |
|
|
2019
Q4 | $2.14M | Sell |
34,920
-658
| -2% | -$40.4K | 2.16% | 9 |
|
|
2019
Q3 | $2.15M | Buy |
35,578
+6
| +0% | +$362 | 2.62% | 9 |
|
|
2019
Q2 | $2.03M | Buy |
+35,572
| New | +$2.03M | 2.51% | 9 |
|
|
2018
Q4 | $2.02M | Sell |
35,856
-1,029
| -3% | -$57.8K | 3.23% | 7 |
|
|
2018
Q3 | $1.97M | Buy |
36,885
+367
| +1% | +$19.6K | 2.56% | 8 |
|
|
2018
Q2 | $1.84M | Buy |
36,518
+14,441
| +65% | +$726K | 2.63% | 8 |
|
|
2018
Q1 | $1.06M | Buy |
22,077
+1,015
| +5% | +$48.5K | 1.44% | 14 |
|
|
2017
Q4 | $1.11M | Buy |
21,062
+7,200
| +52% | +$381K | 1.76% | 12 |
|
|
2017
Q3 | $686K | Hold |
13,862
| – | – | 1.44% | 20 |
|
|
2017
Q2 | $619K | Sell |
13,862
-749
| -5% | -$33.4K | 1.19% | 20 |
|
|
2017
Q1 | $712K | Sell |
14,611
-9,658
| -40% | -$471K | 1.52% | 17 |
|
|
2016
Q4 | $1.3M | Buy |
24,269
+17,900
| +281% | +$955K | 0.72% | 44 |
|
|
2016
Q3 | $331K | Buy |
6,369
+174
| +3% | +$9.04K | 0.19% | 96 |
|
|
2016
Q2 | $345K | Sell |
6,195
-1,182
| -16% | -$65.8K | 0.21% | 89 |
|
|
2016
Q1 | $398K | Buy |
7,377
+706
| +11% | +$38.1K | 0.22% | 94 |
|
|
2015
Q4 | $308K | Sell |
6,671
-328
| -5% | -$15.1K | 0.21% | 85 |
|
|
2015
Q3 | $304K | Buy |
6,999
+182
| +3% | +$7.91K | 0.2% | 88 |
|
|
2015
Q2 | $317K | Sell |
6,817
-524
| -7% | -$24.4K | 0.18% | 87 |
|
|
2015
Q1 | $356K | Buy |
7,341
+141
| +2% | +$6.84K | 0.2% | 85 |
|
|
2014
Q4 | $336K | Sell |
7,200
-67
| -0.9% | -$3.13K | 0.18% | 80 |
|
|
2014
Q3 | $365K | Sell |
7,267
-1,077
| -13% | -$54.1K | 0.2% | 77 |
|
|
2014
Q2 | $408K | Sell |
8,344
-394
| -5% | -$19.3K | 0.21% | 73 |
|
|
2014
Q1 | $415K | Buy |
8,738
+3,735
| +75% | +$177K | 0.23% | 71 |
|
|
2013
Q4 | $246K | Hold |
5,003
| – | – | 0.13% | 94 |
|
|
2013
Q3 | $234K | Sell |
5,003
-200
| -4% | -$9.35K | 0.13% | 88 |
|
|
2013
Q2 | $262K | Buy |
+5,203
| New | +$262K | 0.16% | 81 |
|