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 |
|