APW

Acima Private Wealth’s Verizon VZ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45K	Hold	1,040	–	–	0.02%	150
2025 Q1	$47.2K	Sell	1,040 -2,800	-73%	-$127K	0.02%	150
2024 Q4	$154K	Hold	3,840	–	–	0.05%	126
2024 Q3	$172K	Sell	3,840 -1,460	-28%	-$65.6K	0.06%	124
2024 Q2	$219K	Hold	5,300	–	–	0.08%	114
2024 Q1	$222K	Hold	5,300	–	–	0.08%	119
2023 Q4	$200K	Hold	5,300	–	–	0.08%	126
2023 Q3	$172K	Hold	5,300	–	–	0.08%	133
2023 Q2	$197K	Sell	5,300 -112	-2%	-$4.17K	0.09%	129
2023 Q1	$210K	Buy	5,412 +112	+2%	+$4.36K	0.1%	124
2022 Q4	$209K	Hold	5,300	–	–	0.11%	120
2022 Q3	$201K	Hold	5,300	–	–	0.1%	116
2022 Q2	$269K	Hold	5,300	–	–	0.13%	107
2022 Q1	$270K	Sell	5,300 -34	-0.6%	-$1.73K	0.12%	115
2021 Q4	$277K	Hold	5,334	–	–	0.12%	118
2021 Q3	$288K	Hold	5,334	–	–	0.13%	107
2021 Q2	$299K	Hold	5,334	–	–	0.14%	107
2021 Q1	$310K	Hold	5,334	–	–	0.15%	101
2020 Q4	$313K	Hold	5,334	–	–	0.16%	96
2020 Q3	$317K	Hold	5,334	–	–	0.19%	87
2020 Q2	$294K	Hold	5,334	–	–	0.19%	95
2020 Q1	$287K	Hold	5,334	–	–	0.22%	90
2019 Q4	$328K	Hold	5,334	–	–	0.23%	98
2019 Q3	$321K	Hold	5,334	–	–	0.25%	93
2019 Q2	$305K	Hold	5,334	–	–	0.24%	91
2019 Q1	$315K	Sell	5,334 -21	-0.4%	-$1.24K	0.27%	85
2018 Q4	$301K	Buy	+5,355	New	+$301K	0.29%	80