AE Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.9M Buy
1,060,096
+47,220
+5% +$2.04M 0.34% 76
2025
Q1
$45.9M Buy
1,012,876
+59,629
+6% +$2.7M 0.39% 63
2024
Q4
$38.1M Buy
953,247
+96,556
+11% +$3.86M 0.32% 76
2024
Q3
$38.5M Buy
856,691
+23,890
+3% +$1.07M 0.35% 67
2024
Q2
$34.3M Buy
832,801
+38,449
+5% +$1.59M 0.34% 66
2024
Q1
$33.3M Sell
794,352
-925,447
-54% -$38.8M 0.38% 67
2023
Q4
$72.9M Buy
1,719,799
+121,340
+8% +$5.14M 0.37% 43
2023
Q3
$51.8M Buy
1,598,459
+101,401
+7% +$3.29M 0.31% 61
2023
Q2
$55.7M Buy
1,497,058
+305,670
+26% +$11.4M 0.33% 49
2023
Q1
$46.3M Buy
1,191,388
+348,971
+41% +$13.6M 0.3% 60
2022
Q4
$33.2M Sell
842,417
-18,471
-2% -$728K 0.24% 84
2022
Q3
$32.7M Sell
860,888
-35,095
-4% -$1.33M 0.26% 78
2022
Q2
$45.5M Buy
895,983
+178,109
+25% +$9.04M 0.36% 54
2022
Q1
$36.6M Buy
717,874
+77,984
+12% +$3.97M 0.25% 79
2021
Q4
$33.2M Buy
639,890
+88,080
+16% +$4.58M 0.23% 98
2021
Q3
$29.8M Buy
551,810
+36,944
+7% +$2M 0.25% 90
2021
Q2
$28.8M Buy
514,866
+38,281
+8% +$2.14M 0.25% 94
2021
Q1
$27.7M Buy
476,585
+9,839
+2% +$572K 0.28% 84
2020
Q4
$27.4M Buy
466,746
+38,767
+9% +$2.28M 0.31% 76
2020
Q3
$25.5M Buy
427,979
+9,897
+2% +$589K 0.36% 55
2020
Q2
$23M Buy
418,082
+121,957
+41% +$6.72M 0.36% 60
2020
Q1
$15.9M Buy
296,125
+48,998
+20% +$2.63M 0.37% 52
2019
Q4
$15.2M Buy
247,127
+30,705
+14% +$1.89M 0.33% 65
2019
Q3
$13.1M Sell
216,422
-20,506
-9% -$1.24M 0.38% 54
2019
Q2
$13.5M Buy
236,928
+102,061
+76% +$5.83M 0.41% 52
2019
Q1
$7.98M Buy
134,867
+9,591
+8% +$567K 0.55% 41
2018
Q4
$7.04M Sell
125,276
-28,629
-19% -$1.61M 1.21% 12
2018
Q3
$8.22M Buy
153,905
+52,758
+52% +$2.82M 0.45% 43
2018
Q2
$5.09M Sell
101,147
-1,679
-2% -$84.5K 0.35% 51
2018
Q1
$4.92M Sell
102,826
-1,766
-2% -$84.4K 0.38% 47
2017
Q4
$5.54M Buy
104,592
+9,089
+10% +$481K 0.49% 39
2017
Q3
$4.73M Sell
95,503
-3,135
-3% -$155K 0.44% 37
2017
Q2
$4.41M Buy
98,638
+10,656
+12% +$476K 0.53% 38
2017
Q1
$4.29M Buy
87,982
+36,203
+70% +$1.76M 0.8% 23
2016
Q4
$2.76M Buy
+51,779
New +$2.76M 1.12% 15