Roberts Wealth Advisors, LLC VZ Holdings History
Roberts Wealth Advisors, LLC's Verizon Communications Inc Holding Summary
As of 2025-06-30, Roberts Wealth Advisors, LLC held 64,626.00 shares of Verizon Communications Inc(VZ), totaling $2.80 Mil. This investment constitutes 0.8% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Verizon Communications Inc(VZ) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 13 purchases of VZ, at an average price of $46.32, for a total of 137,835.00 shares. In addition, there have been 2 sales at an average price of $40.88 for 73,209.00 shares. Based on historical transaction data and VZ's current price of $43.08, Roberts Wealth Advisors, LLC's estimated gain on his VZ holdings is $-608,106.32, reflecting a -9.52% gain to date.
Roberts Wealth Advisors, LLC VZ ($43.08) Holding Chart
Roberts Wealth Advisors, LLC VZ ($43.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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