West 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
Q3 | $11.1K | Hold |
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|
2025
Q2 | $10.9K | Hold |
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|
2025
Q1 | $11.4K | Sell |
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|
2024
Q4 | $13.7K | Buy |
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|
2024
Q3 | $13.6K | Buy |
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|
2024
Q2 | $12.5K | Buy |
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|
2024
Q1 | $12.7K | Buy |
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|
2023
Q4 | $9.5K | Sell |
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|
2023
Q3 | $28.5K | Buy |
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|
2023
Q2 | $29.6K | Buy |
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|
2023
Q1 | $29.2K | Hold |
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|
2022
Q4 | $29.6K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $38K | Sell |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $41K | Buy |
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|
2021
Q2 | $14K | Sell |
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|
2021
Q1 | $44K | Sell |
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|
2020
Q4 | $50K | Buy |
|