KPWS
Kestra Private Wealth Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
330,613
-12,722
| -4% | -$550K | 0.21% | 108 |
|
|
2025
Q1 | $15.6M | Buy |
343,335
+7,292
| +2% | +$331K | 0.26% | 81 |
|
|
2024
Q4 | $13.4M | Buy |
336,043
+27,138
| +9% | +$1.09M | 0.23% | 93 |
|
|
2024
Q3 | $13.9M | Buy |
308,905
+2,359
| +0.8% | +$106K | 0.25% | 83 |
|
|
2024
Q2 | $12.6M | Buy |
306,546
+19,081
| +7% | +$787K | 0.25% | 87 |
|
|
2024
Q1 | $12.1M | Buy |
287,465
+598
| +0.2% | +$25.1K | 0.27% | 87 |
|
|
2023
Q4 | $10.8M | Buy |
286,867
+517
| +0.2% | +$19.5K | 0.28% | 91 |
|
|
2023
Q3 | $9.28M | Buy |
286,350
+32,033
| +13% | +$1.04M | 0.29% | 87 |
|
|
2023
Q2 | $9.46M | Sell |
254,317
-2,110
| -0.8% | -$78.5K | 0.32% | 77 |
|
|
2023
Q1 | $9.97M | Buy |
256,427
+40,975
| +19% | +$1.59M | 0.4% | 63 |
|
|
2022
Q4 | $8.49M | Sell |
215,452
-7,218
| -3% | -$284K | 0.43% | 59 |
|
|
2022
Q3 | $8.46M | Buy |
222,670
+10,198
| +5% | +$387K | 0.49% | 41 |
|
|
2022
Q2 | $10.8M | Buy |
212,472
+10,265
| +5% | +$521K | 0.62% | 27 |
|
|
2022
Q1 | $10.3M | Buy |
202,207
+8,139
| +4% | +$415K | 0.51% | 35 |
|
|
2021
Q4 | $10.1M | Sell |
194,068
-26,540
| -12% | -$1.38M | 0.48% | 35 |
|
|
2021
Q3 | $11.9M | Buy |
220,608
+3,462
| +2% | +$187K | 0.66% | 22 |
|
|
2021
Q2 | $12.2M | Buy |
217,146
+11,697
| +6% | +$655K | 0.74% | 16 |
|
|
2021
Q1 | $11.9M | Buy |
205,449
+27,853
| +16% | +$1.62M | 0.83% | 13 |
|
|
2020
Q4 | $10.3M | Buy |
177,596
+4,567
| +3% | +$266K | 0.76% | 17 |
|
|
2020
Q3 | $10.3M | Buy |
+173,029
| New | +$10.3M | 0.89% | 11 |
|