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 |
|