Apella Capital’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
25,212
+7,641
| +43% | +$327K | 0.03% | 211 |
|
|
2025
Q1 | $754K | Buy |
17,571
+5,066
| +41% | +$217K | 0.03% | 221 |
|
|
2024
Q4 | $500K | Sell |
12,505
-1,308
| -9% | -$52.3K | 0.02% | 234 |
|
|
2024
Q3 | $622K | Sell |
13,813
-379
| -3% | -$17.1K | 0.03% | 197 |
|
|
2024
Q2 | $586K | Buy |
14,192
+883
| +7% | +$36.5K | 0.03% | 190 |
|
|
2024
Q1 | $544K | Buy |
13,309
+1,294
| +11% | +$52.8K | 0.03% | 186 |
|
|
2023
Q4 | $473K | Buy |
12,015
+348
| +3% | +$13.7K | 0.03% | 188 |
|
|
2023
Q3 | $378K | Sell |
11,667
-1,255
| -10% | -$40.7K | 0.03% | 188 |
|
|
2023
Q2 | $481K | Buy |
+12,922
| New | +$481K | 0.03% | 173 |
|
|
2022
Q4 | $529K | Buy |
13,418
+2,656
| +25% | +$105K | 0.05% | 149 |
|
|
2022
Q3 | $409K | Buy |
10,762
+549
| +5% | +$20.9K | 0.05% | 148 |
|
|
2022
Q2 | $518K | Buy |
10,213
+2,977
| +41% | +$151K | 0.06% | 140 |
|
|
2022
Q1 | $369K | Buy |
7,236
+1,943
| +37% | +$99.1K | 0.05% | 146 |
|
|
2021
Q4 | $275K | Sell |
5,293
-132
| -2% | -$6.86K | 0.04% | 169 |
|
|
2021
Q3 | $293K | Sell |
5,425
-980
| -15% | -$52.9K | 0.04% | 163 |
|
|
2021
Q2 | $359K | Sell |
6,405
-122
| -2% | -$6.84K | 0.06% | 162 |
|
|
2021
Q1 | $380K | Sell |
6,527
-541
| -8% | -$31.5K | 0.12% | 94 |
|
|
2020
Q4 | $415K | Buy |
7,068
+109
| +2% | +$6.4K | 0.15% | 87 |
|
|
2020
Q3 | $414K | Buy |
6,959
+336
| +5% | +$20K | 0.17% | 87 |
|
|
2020
Q2 | $365K | Sell |
6,623
-469
| -7% | -$25.8K | 0.17% | 89 |
|
|
2020
Q1 | $381K | Buy |
+7,092
| New | +$381K | 0.22% | 76 |
|