Apriem Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
9,871
+406
+4% +$17.6K 0.05% 123
2025
Q1
$429K Sell
9,465
-325
-3% -$14.7K 0.05% 118
2024
Q4
$392K Buy
9,790
+794
+9% +$31.8K 0.04% 120
2024
Q3
$404K Sell
8,996
-388
-4% -$17.4K 0.05% 114
2024
Q2
$387K Sell
9,384
-732
-7% -$30.2K 0.05% 117
2024
Q1
$424K Sell
10,116
-1,017
-9% -$42.7K 0.05% 114
2023
Q4
$420K Sell
11,133
-57
-0.5% -$2.15K 0.06% 105
2023
Q3
$363K Sell
11,190
-2,357
-17% -$76.4K 0.05% 106
2023
Q2
$504K Sell
13,547
-4,873
-26% -$181K 0.08% 93
2023
Q1
$716K Buy
18,420
+3,449
+23% +$134K 0.11% 78
2022
Q4
$590K Sell
14,971
-2,814
-16% -$111K 0.1% 83
2022
Q3
$675K Sell
17,785
-1,615
-8% -$61.3K 0.12% 77
2022
Q2
$985K Buy
19,400
+1,294
+7% +$65.7K 0.17% 61
2022
Q1
$922K Buy
18,106
+729
+4% +$37.1K 0.14% 71
2021
Q4
$903K Sell
17,377
-660
-4% -$34.3K 0.13% 68
2021
Q3
$974K Buy
18,037
+69
+0.4% +$3.73K 0.14% 65
2021
Q2
$1.01M Buy
17,968
+311
+2% +$17.4K 0.15% 65
2021
Q1
$1.03M Sell
17,657
-3,929
-18% -$229K 0.16% 60
2020
Q4
$1.27M Sell
21,586
-326
-1% -$19.2K 0.23% 43
2020
Q3
$1.3M Sell
21,912
-726
-3% -$43.2K 0.24% 44
2020
Q2
$1.25M Sell
22,638
-1,120
-5% -$61.7K 0.26% 46
2020
Q1
$1.28M Sell
23,758
-4,471
-16% -$240K 0.31% 45
2019
Q4
$1.73M Buy
28,229
+818
+3% +$50.2K 0.33% 39
2019
Q3
$1.66M Buy
27,411
+56
+0.2% +$3.38K 0.37% 41
2019
Q2
$1.56M Sell
27,355
-129
-0.5% -$7.37K 0.49% 40
2019
Q1
$1.63M Sell
27,484
-294
-1% -$17.4K 0.43% 37
2018
Q4
$1.56M Sell
27,778
-47,719
-63% -$2.68M 0.55% 34
2018
Q3
$4.03M Sell
75,497
-683
-0.9% -$36.5K 0.88% 28
2018
Q2
$3.83M Sell
76,180
-5,279
-6% -$266K 0.86% 29
2018
Q1
$3.9M Sell
81,459
-2,905
-3% -$139K 0.95% 32
2017
Q4
$4.47M Sell
84,364
-1,394
-2% -$73.8K 1.11% 26
2017
Q3
$4.24M Buy
85,758
+7,843
+10% +$388K 1.06% 27
2017
Q2
$3.48M Buy
77,915
+3,881
+5% +$173K 0.92% 33
2017
Q1
$3.61M Buy
74,034
+8,133
+12% +$396K 0.98% 31
2016
Q4
$3.52M Sell
65,901
-1,401
-2% -$74.8K 1.04% 32
2016
Q3
$3.5M Sell
67,302
-3,649
-5% -$190K 1.04% 31
2016
Q2
$3.96M Buy
70,951
+7,033
+11% +$393K 1.29% 26
2016
Q1
$3.46M Buy
63,918
+3,770
+6% +$204K 1.36% 25
2015
Q4
$2.78M Buy
60,148
+1,900
+3% +$87.8K 0.99% 32
2015
Q3
$2.53M Buy
58,248
+725
+1% +$31.5K 0.94% 32
2015
Q2
$2.68M Buy
57,523
+2,316
+4% +$108K 0.92% 35
2015
Q1
$2.69M Buy
55,207
+2,008
+4% +$97.7K 0.93% 39
2014
Q4
$2.49M Buy
53,199
+10,167
+24% +$476K 0.92% 38
2014
Q3
$2.15M Buy
43,032
+41,729
+3,203% +$2.09M 0.82% 43
2014
Q2
$64K Sell
1,303
-38,029
-97% -$1.87M 0.02% 179
2014
Q1
$1.87M Buy
39,332
+2,132
+6% +$101K 0.71% 45
2013
Q4
$1.83M Buy
37,200
+11,285
+44% +$555K 0.72% 45
2013
Q3
$1.21M Buy
25,915
+2,316
+10% +$108K 0.53% 51
2013
Q2
$1.19M Buy
+23,599
New +$1.19M 0.58% 48