AAS
Annex Advisory Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
93,421
-1,172
| -1% | -$50.7K | 0.1% | 95 |
|
|
2025
Q1 | $4.29M | Sell |
94,593
-30,917
| -25% | -$1.4M | 0.12% | 93 |
|
|
2024
Q4 | $5.02M | Sell |
125,510
-6,195
| -5% | -$248K | 0.15% | 86 |
|
|
2024
Q3 | $5.91M | Sell |
131,705
-5,035
| -4% | -$226K | 0.19% | 80 |
|
|
2024
Q2 | $5.64M | Buy |
136,740
+35,494
| +35% | +$1.46M | 0.2% | 78 |
|
|
2024
Q1 | $4.25M | Sell |
101,246
-657
| -0.6% | -$27.6K | 0.15% | 84 |
|
|
2023
Q4 | $3.84M | Buy |
101,903
+90,336
| +781% | +$3.41M | 0.16% | 86 |
|
|
2023
Q3 | $375K | Buy |
11,567
+488
| +4% | +$15.8K | 0.02% | 166 |
|
|
2023
Q2 | $412K | Buy |
11,079
+287
| +3% | +$10.7K | 0.02% | 158 |
|
|
2023
Q1 | $420K | Sell |
10,792
-859
| -7% | -$33.4K | 0.02% | 156 |
|
|
2022
Q4 | $459K | Sell |
11,651
-3,519
| -23% | -$139K | 0.03% | 154 |
|
|
2022
Q3 | $576K | Sell |
15,170
-49,285
| -76% | -$1.87M | 0.04% | 138 |
|
|
2022
Q2 | $3.27M | Buy |
64,455
+6,343
| +11% | +$322K | 0.24% | 72 |
|
|
2022
Q1 | $2.96M | Buy |
58,112
+4,650
| +9% | +$237K | 0.22% | 81 |
|
|
2021
Q4 | $2.78M | Buy |
53,462
+802
| +2% | +$41.7K | 0.19% | 78 |
|
|
2021
Q3 | $2.85M | Buy |
52,660
+1,432
| +3% | +$77.4K | 0.23% | 73 |
|
|
2021
Q2 | $2.87M | Sell |
51,228
-5,172
| -9% | -$290K | 0.23% | 74 |
|
|
2021
Q1 | $3.28M | Sell |
56,400
-14,815
| -21% | -$862K | 0.32% | 57 |
|
|
2020
Q4 | $4.18M | Buy |
71,215
+2,574
| +4% | +$151K | 0.41% | 36 |
|
|
2020
Q3 | $4.08M | Buy |
68,641
+3,374
| +5% | +$201K | 0.52% | 20 |
|
|
2020
Q2 | $3.6M | Buy |
65,267
+39,271
| +151% | +$2.16M | 0.5% | 21 |
|
|
2020
Q1 | $1.4M | Buy |
25,996
+22,146
| +575% | +$1.19M | 0.2% | 53 |
|
|
2019
Q4 | $236K | Sell |
3,850
-164
| -4% | -$10.1K | 0.03% | 118 |
|
|
2019
Q3 | $242K | Buy |
4,014
+86
| +2% | +$5.19K | 0.03% | 113 |
|
|
2019
Q2 | $225K | Buy |
3,928
+96
| +3% | +$5.5K | 0.03% | 110 |
|
|
2019
Q1 | $227K | Buy |
3,832
+155
| +4% | +$9.18K | 0.03% | 114 |
|
|
2018
Q4 | $207K | Buy |
+3,677
| New | +$207K | 0.03% | 113 |
|
|
2017
Q2 | – | Sell |
-18,593
| Closed | -$906K | – | 132 |
|
|
2017
Q1 | $906K | Sell |
18,593
-146
| -0.8% | -$7.11K | 0.23% | 39 |
|
|
2016
Q4 | $1M | Buy |
18,739
+1,300
| +7% | +$69.4K | 0.24% | 33 |
|
|
2016
Q3 | $906K | Buy |
17,439
+1,527
| +10% | +$79.3K | 0.24% | 30 |
|
|
2016
Q2 | $889K | Buy |
15,912
+389
| +3% | +$21.7K | 0.24% | 35 |
|
|
2016
Q1 | $839K | Buy |
15,523
+8,981
| +137% | +$485K | 0.24% | 32 |
|
|
2015
Q4 | $302K | Buy |
6,542
+923
| +16% | +$42.6K | 0.09% | 90 |
|
|
2015
Q3 | $244K | Buy |
5,619
+204
| +4% | +$8.86K | 0.08% | 99 |
|
|
2015
Q2 | $252K | Sell |
5,415
-287
| -5% | -$13.4K | 0.08% | 99 |
|
|
2015
Q1 | $277K | Buy |
5,702
+586
| +11% | +$28.5K | 0.09% | 89 |
|
|
2014
Q4 | $239K | Sell |
5,116
-234
| -4% | -$10.9K | 0.07% | 80 |
|
|
2014
Q3 | $267K | Buy |
5,350
+11
| +0.2% | +$549 | 0.09% | 64 |
|
|
2014
Q2 | $261K | Buy |
5,339
+136
| +3% | +$6.65K | 0.09% | 63 |
|
|
2014
Q1 | $248K | Buy |
5,203
+635
| +14% | +$30.3K | 0.09% | 68 |
|
|
2013
Q4 | $224K | Sell |
4,568
-15
| -0.3% | -$736 | 0.09% | 80 |
|
|
2013
Q3 | $214K | Buy |
4,583
+497
| +12% | +$23.2K | 0.1% | 88 |
|
|
2013
Q2 | $206K | Buy |
+4,086
| New | +$206K | 0.11% | 90 |
|