Aprio Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
17,348
+3,142
| +22% | +$136K | 0.08% | 133 |
|
|
2025
Q1 | $644K | Buy |
14,206
+1,444
| +11% | +$65.5K | 0.08% | 147 |
|
|
2024
Q4 | $510K | Buy |
12,762
+1,669
| +15% | +$66.7K | 0.07% | 134 |
|
|
2024
Q3 | $498K | Sell |
11,093
-3,112
| -22% | -$140K | 0.08% | 125 |
|
|
2024
Q2 | $586K | Buy |
14,205
+6,581
| +86% | +$271K | 0.11% | 105 |
|
|
2024
Q1 | $320K | Buy |
7,624
+790
| +12% | +$33.1K | 0.06% | 147 |
|
|
2023
Q4 | $258K | Buy |
+6,834
| New | +$258K | 0.06% | 158 |
|
|
2022
Q3 | – | Sell |
-6,191
| Closed | -$314K | – | 125 |
|
|
2022
Q2 | $314K | Sell |
6,191
-62
| -1% | -$3.15K | 0.13% | 67 |
|
|
2022
Q1 | $319K | Buy |
6,253
+2,289
| +58% | +$117K | 0.12% | 66 |
|
|
2021
Q4 | $206K | Buy |
3,964
+9
| +0.2% | +$468 | 0.09% | 71 |
|
|
2021
Q3 | $214K | Buy |
3,955
+363
| +10% | +$19.6K | 0.1% | 67 |
|
|
2021
Q2 | $201K | Buy |
+3,592
| New | +$201K | 0.1% | 70 |
|
|
2020
Q4 | – | Sell |
-3,923
| Closed | -$233K | – | 71 |
|
|
2020
Q3 | $233K | Sell |
3,923
-103
| -3% | -$6.12K | 0.17% | 62 |
|
|
2020
Q2 | $222K | Buy |
4,026
+26
| +0.7% | +$1.43K | 0.21% | 64 |
|
|
2020
Q1 | $215K | Sell |
4,000
-87
| -2% | -$4.68K | 0.27% | 55 |
|
|
2019
Q4 | $251K | Buy |
+4,087
| New | +$251K | 0.19% | 58 |
|