Verizon Communications shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Verizon Communications (VZ) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Verizon Communications
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Quarterly reported holdings in Verizon Communications by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $773k | 21k | 37.70 |
| 2023-09-30 | $693k | 21k | 32.41 |
| 2023-06-30 | $871k | 23k | 37.19 |
| 2023-03-31 | $896k | 23k | 38.89 |
| 2022-12-31 | $777k | 20k | 39.40 |
| 2022-09-30 | $545k | 14k | 37.94 |
| 2022-06-30 | $608k | 12k | 50.78 |
| 2022-03-31 | $579k | 11k | 50.90 |
| 2021-12-31 | $338k | 6.5k | 51.96 |
| 2021-09-30 | $424k | 7.9k | 54.00 |
| 2021-06-30 | $421k | 7.5k | 56.06 |