KCFA
Key Client Fiduciary Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
34,038
-458
| -1% | -$19.8K | 0.6% | 41 |
|
|
2025
Q1 | $1.56M | Sell |
34,496
-1,688
| -5% | -$76.6K | 0.71% | 36 |
|
|
2024
Q4 | $1.45M | Sell |
36,184
-4,741
| -12% | -$190K | 0.64% | 36 |
|
|
2024
Q3 | $1.84M | Buy |
40,925
+549
| +1% | +$24.7K | 0.82% | 26 |
|
|
2024
Q2 | $1.67M | Sell |
40,376
-1,211
| -3% | -$49.9K | 0.83% | 24 |
|
|
2024
Q1 | $1.74M | Sell |
41,587
-8,920
| -18% | -$374K | 0.93% | 24 |
|
|
2023
Q4 | $1.9M | Sell |
50,507
-9,209
| -15% | -$347K | 1.1% | 20 |
|
|
2023
Q3 | $1.94M | Sell |
59,716
-6,371
| -10% | -$206K | 1.19% | 21 |
|
|
2023
Q2 | $2.46M | Sell |
66,087
-939
| -1% | -$34.9K | 1.43% | 17 |
|
|
2023
Q1 | $2.61M | Buy |
67,026
+14,745
| +28% | +$573K | 1.63% | 16 |
|
|
2022
Q4 | $2.06M | Buy |
52,281
+34,928
| +201% | +$1.38M | 1.39% | 18 |
|
|
2022
Q3 | $659K | Sell |
17,353
-222
| -1% | -$8.43K | 0.6% | 37 |
|
|
2022
Q2 | $892K | Buy |
17,575
+893
| +5% | +$45.3K | 0.87% | 29 |
|
|
2022
Q1 | $850K | Buy |
16,682
+998
| +6% | +$50.9K | 0.67% | 38 |
|
|
2021
Q4 | $815K | Buy |
+15,684
| New | +$815K | 0.67% | 39 |
|