A detailed history of Heartwood Wealth Advisors LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 23,019 shares of VZ stock, worth $952,065. This represents 0.12% of its overall portfolio holdings.

Number of Shares
23,019
Previous 22,430 2.63%
Holding current value
$952,065
Previous $925,000 11.68%
% of portfolio
0.12%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$38.89 - $45.0 $22,906 - $26,505
589 Added 2.63%
23,019 $1.03 Million
Q2 2024

Jul 09, 2024

BUY
$38.6 - $42.84 $19,415 - $21,548
503 Added 2.29%
22,430 $925,000
Q1 2024

Apr 02, 2024

BUY
$37.9 - $42.49 $53,666 - $60,165
1,416 Added 6.9%
21,927 $920,000
Q4 2023

Jan 17, 2024

SELL
$30.67 - $38.65 $26,314 - $33,161
-858 Reduced 4.02%
20,511 $773,000
Q3 2023

Oct 17, 2023

SELL
$31.46 - $37.48 $64,713 - $77,096
-2,057 Reduced 8.78%
21,369 $692,000
Q2 2023

Jul 19, 2023

BUY
$34.46 - $40.11 $13,129 - $15,281
381 Added 1.65%
23,426 $871,000
Q1 2023

Apr 14, 2023

BUY
$36.54 - $42.19 $121,860 - $140,703
3,335 Added 16.92%
23,045 $896,000
Q4 2022

Jan 12, 2023

BUY
$35.35 - $39.81 $188,945 - $212,784
5,345 Added 37.21%
19,710 $0
Q3 2022

Oct 25, 2022

BUY
$37.97 - $51.64 $90,824 - $123,522
2,392 Added 19.98%
14,365 $545,000
Q2 2022

Jul 25, 2022

BUY
$46.23 - $55.01 $27,645 - $32,895
598 Added 5.26%
11,973 $608,000
Q1 2022

Apr 26, 2022

BUY
$50.8 - $55.11 $247,396 - $268,385
4,870 Added 74.87%
11,375 $579,000
Q4 2021

Jan 12, 2022

SELL
$49.77 - $54.53 $67,040 - $73,451
-1,347 Reduced 17.15%
6,505 $338,000
Q3 2021

Oct 12, 2021

BUY
$54.01 - $56.55 $18,471 - $19,340
342 Added 4.55%
7,852 $424,000
Q2 2021

Jul 21, 2021

BUY
$55.82 - $59.52 $419,208 - $446,995
7,510 New
7,510 $421,000

Others Institutions Holding VZ

About VERIZON COMMUNICATIONS INC


  • Ticker VZ
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 4,199,820,032
  • Market Cap $174B
  • Description
  • Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...
More about VZ
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