APSI
Asset Planning Services Inc’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,888
| Closed | -$4.15M | – | 45 |
|
|
2021
Q4 | $4.15M | Sell |
79,888
-8,185
| -9% | -$425K | 2.24% | 25 |
|
|
2021
Q3 | $4.76M | Sell |
88,073
-450
| -0.5% | -$24.3K | 2.81% | 20 |
|
|
2021
Q2 | $4.96M | Sell |
88,523
-1,175
| -1% | -$65.8K | 2.87% | 21 |
|
|
2021
Q1 | $5.22M | Sell |
89,698
-1,870
| -2% | -$109K | 3.15% | 16 |
|
|
2020
Q4 | $5.38M | Sell |
91,568
-1,120
| -1% | -$65.8K | 3.45% | 13 |
|
|
2020
Q3 | $5.51M | Sell |
92,688
-1,550
| -2% | -$92.2K | 3.78% | 8 |
|
|
2020
Q2 | $5.2M | Buy |
94,238
+380
| +0.4% | +$20.9K | 3.75% | 10 |
|
|
2020
Q1 | $5.04M | Sell |
93,858
-380
| -0.4% | -$20.4K | 4.16% | 8 |
|
|
2019
Q4 | $5.79M | Buy |
94,238
+850
| +0.9% | +$52.2K | 3.69% | 8 |
|
|
2019
Q3 | $5.64M | Sell |
93,388
-1,250
| -1% | -$75.5K | 3.66% | 7 |
|
|
2019
Q2 | $5.41M | Buy |
94,638
+1,325
| +1% | +$75.7K | 3.52% | 9 |
|
|
2019
Q1 | $5.52M | Buy |
93,313
+300
| +0.3% | +$17.7K | 3.78% | 6 |
|
|
2018
Q4 | $5.23M | Buy |
93,013
+163
| +0.2% | +$9.16K | 3.97% | 5 |
|
|
2018
Q3 | $4.96M | Hold |
92,850
| – | – | 3.39% | 9 |
|
|
2018
Q2 | $4.67M | Buy |
92,850
+3,730
| +4% | +$188K | 3.36% | 10 |
|
|
2018
Q1 | $4.26M | Buy |
89,120
+850
| +1% | +$40.6K | 3.15% | 14 |
|
|
2017
Q4 | $4.67M | Buy |
88,270
+2,200
| +3% | +$116K | 3.29% | 11 |
|
|
2017
Q3 | $4.26M | Buy |
86,070
+5,900
| +7% | +$292K | 3.45% | 16 |
|
|
2017
Q2 | $3.58M | Buy |
80,170
+3,480
| +5% | +$155K | 3.01% | 22 |
|
|
2017
Q1 | $3.74M | Sell |
76,690
-130
| -0.2% | -$6.34K | 3.18% | 19 |
|
|
2016
Q4 | $4.1M | Buy |
+76,820
| New | +$4.1M | 3.85% | 9 |
|