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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

VZ holding history

Verizon Communications Inc in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VZ overviewAll 13F holders of VZFull Q3 2023 holdings

Shares (Q3 2023)
85,176
Value
$2.76M
% of portfolio
1.2%
Quarters held
11
Since Q1 2021
Holdings of VZ by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202385,176$2.76M1.2%−2,782−3.2%ReducedHolders
Q2 202387,958$3.27M1.1%+3,623+4.3%AddedHolders
Q1 202384,335$3.28M1.2%+1,556+1.9%AddedHolders
Q4 202282,779$3.26M1.4%+6,746+8.9%AddedHolders
Q3 202276,033$2.89M1.3%+11,480+17.8%AddedHolders
Q2 202264,553$3.28M1.5%+523+0.8%AddedHolders
Q1 202264,030$3.26M1.5%+4,230+7.1%AddedHolders
Q4 202159,800$3.11M1.2%+11,097+22.8%AddedHolders
Q3 202148,703$2.63M1.2%+4,819+11.0%AddedHolders
Q2 202143,884$2.46M1.2%+7,619+21.0%AddedHolders
Q1 202136,265$2.11M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.