Apexium Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$923K Sell
21,332
-148
-0.7% -$6.4K 0.05% 134
2025
Q1
$974K Buy
21,480
+2,288
+12% +$104K 0.06% 121
2024
Q4
$768K Buy
19,192
+7,121
+59% +$285K 0.05% 126
2024
Q3
$542K Sell
12,071
-50
-0.4% -$2.25K 0.04% 139
2024
Q2
$500K Buy
12,121
+138
+1% +$5.69K 0.04% 139
2024
Q1
$503K Sell
11,983
-12,692
-51% -$533K 0.04% 139
2023
Q4
$930K Buy
24,675
+12,284
+99% +$463K 0.07% 120
2023
Q3
$402K Sell
12,391
-322
-3% -$10.4K 0.04% 147
2023
Q2
$473K Sell
12,713
-1,092
-8% -$40.6K 0.04% 136
2023
Q1
$537K Buy
13,805
+532
+4% +$20.7K 0.05% 128
2022
Q4
$523K Sell
13,273
-205
-2% -$8.08K 0.05% 128
2022
Q3
$512K Buy
+13,478
New +$512K 0.06% 122
2020
Q3
Sell
-4,103
Closed -$226K 78
2020
Q2
$226K Buy
+4,103
New +$226K 0.2% 58
2020
Q1
Sell
-4,936
Closed -$303K 86
2019
Q4
$303K Buy
+4,936
New +$303K 0.39% 47