EWA
EP Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Buy |
197,106
+59,075
| +43% | +$2.56M | 0.06% | 202 |
|
|
2025
Q1 | $6.26M | Sell |
138,031
-3,487
| -2% | -$158K | 0.05% | 198 |
|
|
2024
Q4 | $5.66M | Buy |
141,518
+26,366
| +23% | +$1.05M | 0.05% | 203 |
|
|
2024
Q3 | $5.17M | Buy |
115,152
+2,666
| +2% | +$120K | 0.04% | 218 |
|
|
2024
Q2 | $4.64M | Buy |
112,486
+418
| +0.4% | +$17.2K | 0.05% | 190 |
|
|
2024
Q1 | $4.7M | Buy |
112,068
+6,668
| +6% | +$280K | 0.06% | 175 |
|
|
2023
Q4 | $3.97M | Sell |
105,400
-1,456
| -1% | -$54.9K | 0.05% | 188 |
|
|
2023
Q3 | $3.46M | Buy |
106,856
+46,335
| +77% | +$1.5M | 0.05% | 184 |
|
|
2023
Q2 | $3.96M | Buy |
60,521
+41,229
| +214% | +$2.7M | 0.06% | 173 |
|
|
2023
Q1 | $2.04M | Sell |
19,292
-60,908
| -76% | -$6.43M | 0.04% | 223 |
|
|
2022
Q4 | $3.16M | Sell |
80,200
-451
| -0.6% | -$17.8K | 0.06% | 170 |
|
|
2022
Q3 | $3.06M | Sell |
80,651
-5,582
| -6% | -$212K | 0.07% | 151 |
|
|
2022
Q2 | $4.38M | Buy |
86,233
+12,011
| +16% | +$610K | 0.1% | 120 |
|
|
2022
Q1 | $3.78M | Sell |
74,222
-6,869
| -8% | -$350K | 0.08% | 137 |
|
|
2021
Q4 | $4.21M | Buy |
81,091
+2,418
| +3% | +$126K | 0.1% | 119 |
|
|
2021
Q3 | $4.25M | Sell |
78,673
-14,780
| -16% | -$798K | 0.12% | 100 |
|
|
2021
Q2 | $5.24M | Sell |
93,453
-9,305
| -9% | -$521K | 0.15% | 96 |
|
|
2021
Q1 | $5.98M | Buy |
102,758
+8,669
| +9% | +$504K | 0.19% | 82 |
|
|
2020
Q4 | $5.53M | Buy |
94,089
+2,689
| +3% | +$158K | 0.19% | 70 |
|
|
2020
Q3 | $5.44M | Sell |
91,400
-7,074
| -7% | -$421K | 0.23% | 60 |
|
|
2020
Q2 | $5.43M | Sell |
98,474
-16,250
| -14% | -$896K | 0.23% | 69 |
|
|
2020
Q1 | $6.16M | Sell |
114,724
-794
| -0.7% | -$42.7K | 0.3% | 60 |
|
|
2019
Q4 | $7.09M | Buy |
115,518
+1,663
| +1% | +$102K | 0.29% | 63 |
|
|
2019
Q3 | $6.87M | Buy |
113,855
+2,977
| +3% | +$180K | 0.34% | 57 |
|
|
2019
Q2 | $6.33M | Buy |
+110,878
| New | +$6.33M | 0.4% | 45 |
|
|
2019
Q1 | – | Sell |
-246,559
| Closed | -$13.9M | – | 285 |
|
|
2018
Q4 | $13.9M | Sell |
246,559
-13,678
| -5% | -$769K | 1.07% | 26 |
|
|
2018
Q3 | $13.9M | Buy |
260,237
+43,322
| +20% | +$2.31M | 1.09% | 26 |
|
|
2018
Q2 | $10.9M | Buy |
216,915
+8,920
| +4% | +$449K | 1.03% | 31 |
|
|
2018
Q1 | $9.95M | Buy |
207,995
+13,104
| +7% | +$627K | 0.96% | 31 |
|
|
2017
Q4 | $10.3M | Buy |
194,891
+6,061
| +3% | +$321K | 1.09% | 32 |
|
|
2017
Q3 | $9.35M | Buy |
188,830
+31,556
| +20% | +$1.56M | 1.08% | 28 |
|
|
2017
Q2 | $7.02M | Buy |
157,274
+11,700
| +8% | +$523K | 0.86% | 35 |
|
|
2017
Q1 | $7.1M | Buy |
145,574
+11,007
| +8% | +$537K | 0.98% | 35 |
|
|
2016
Q4 | $6.44M | Buy |
134,567
+6,219
| +5% | +$298K | 0.94% | 32 |
|
|
2016
Q3 | $6.67M | Sell |
128,348
-1,818
| -1% | -$94.5K | 1.04% | 31 |
|
|
2016
Q2 | $7.27M | Sell |
130,166
-14,554
| -10% | -$813K | 1.16% | 29 |
|
|
2016
Q1 | $7.83M | Sell |
144,720
-22,275
| -13% | -$1.2M | 1.2% | 30 |
|
|
2015
Q4 | $7.72M | Buy |
166,995
+4,127
| +3% | +$191K | 1.3% | 30 |
|
|
2015
Q3 | $7.09M | Buy |
162,868
+6,896
| +4% | +$300K | 1.35% | 30 |
|
|
2015
Q2 | $7.27M | Buy |
155,972
+2,777
| +2% | +$129K | 1.36% | 33 |
|
|
2015
Q1 | $7.45M | Buy |
153,195
+6,660
| +5% | +$324K | 1.4% | 32 |
|
|
2014
Q4 | $6.86M | Buy |
146,535
+4,004
| +3% | +$187K | 1.13% | 35 |
|
|
2014
Q3 | $7.13M | Buy |
142,531
+10,719
| +8% | +$536K | 1.15% | 31 |
|
|
2014
Q2 | $6.45M | Buy |
131,812
+6,045
| +5% | +$296K | 1.5% | 32 |
|
|
2014
Q1 | $5.98M | Buy |
125,767
+13,639
| +12% | +$649K | 1.64% | 28 |
|
|
2013
Q4 | $5.51M | Buy |
112,128
+5,475
| +5% | +$269K | 1.43% | 32 |
|
|
2013
Q3 | $4.98M | Buy |
106,653
+4,161
| +4% | +$194K | 1.56% | 32 |
|
|
2013
Q2 | $5.16M | Buy |
+102,492
| New | +$5.16M | 1.86% | 26 |
|