Roberts Wealth 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 | $2.8M | Buy |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $5.18M | Buy |
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|
2024
Q2 | $4.76M | Buy |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $3.8M | Buy |
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|
2023
Q1 | $2.25M | Buy |
|
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $3.33M | Buy |
|