First Foundation 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 | $882K | Buy |
20,389
+4,485
| +28% | +$194K | 0.03% | 198 |
|
2025
Q1 | $721K | Sell |
15,904
-559
| -3% | -$25.4K | 0.03% | 194 |
|
2024
Q4 | $658K | Sell |
16,463
-334
| -2% | -$13.4K | 0.02% | 206 |
|
2024
Q3 | $754K | Buy |
16,797
+5,140
| +44% | +$231K | 0.03% | 191 |
|
2024
Q2 | $481K | Buy |
11,657
+1,999
| +21% | +$82.4K | 0.02% | 226 |
|
2024
Q1 | $405K | Sell |
9,658
-1,933
| -17% | -$81.1K | 0.02% | 246 |
|
2023
Q4 | $437K | Sell |
11,591
-9,969
| -46% | -$376K | 0.02% | 244 |
|
2023
Q3 | $699K | Buy |
21,560
+1,092
| +5% | +$35.4K | 0.03% | 212 |
|
2023
Q2 | $761K | Buy |
20,468
+1,287
| +7% | +$47.9K | 0.03% | 200 |
|
2023
Q1 | $746K | Sell |
19,181
-2,129
| -10% | -$82.8K | 0.03% | 197 |
|
2022
Q4 | $840K | Sell |
21,310
-2,181
| -9% | -$85.9K | 0.04% | 196 |
|
2022
Q3 | $892K | Sell |
23,491
-954
| -4% | -$36.2K | 0.04% | 180 |
|
2022
Q2 | $1.24M | Sell |
24,445
-895
| -4% | -$45.4K | 0.05% | 163 |
|
2022
Q1 | $1.29M | Sell |
25,340
-380
| -1% | -$19.4K | 0.05% | 171 |
|
2021
Q4 | $1.34M | Sell |
25,720
-1,030
| -4% | -$53.5K | 0.05% | 180 |
|
2021
Q3 | $1.45M | Buy |
26,750
+2,007
| +8% | +$108K | 0.05% | 165 |
|
2021
Q2 | $1.39M | Buy |
24,743
+514
| +2% | +$28.8K | 0.05% | 176 |
|
2021
Q1 | $1.41M | Sell |
24,229
-337
| -1% | -$19.6K | 0.06% | 164 |
|
2020
Q4 | $1.44M | Buy |
24,566
+3,573
| +17% | +$210K | 0.06% | 157 |
|
2020
Q3 | $1.25M | Sell |
20,993
-5,621
| -21% | -$334K | 0.06% | 158 |
|
2020
Q2 | $1.47M | Buy |
26,614
+4,252
| +19% | +$234K | 0.08% | 140 |
|
2020
Q1 | $1.2M | Buy |
22,362
+605
| +3% | +$32.5K | 0.07% | 154 |
|
2019
Q4 | $1.34M | Buy |
21,757
+3,632
| +20% | +$223K | 0.07% | 160 |
|
2019
Q3 | $1.09M | Buy |
18,125
+1,235
| +7% | +$74.5K | 0.06% | 156 |
|
2019
Q2 | $965K | Sell |
16,890
-2,367
| -12% | -$135K | 0.05% | 170 |
|
2019
Q1 | $1.14M | Buy |
19,257
+584
| +3% | +$34.5K | 0.07% | 158 |
|
2018
Q4 | $1.05M | Buy |
18,673
+470
| +3% | +$26.4K | 0.07% | 177 |
|
2018
Q3 | $972K | Sell |
18,203
-1,900
| -9% | -$101K | 0.05% | 176 |
|
2018
Q2 | $1.01M | Buy |
20,103
+5,560
| +38% | +$280K | 0.06% | 158 |
|
2018
Q1 | $695K | Sell |
14,543
-6,753
| -32% | -$323K | 0.04% | 188 |
|
2017
Q4 | $1.13M | Buy |
21,296
+9,212
| +76% | +$488K | 0.06% | 164 |
|
2017
Q3 | $598K | Sell |
12,084
-2,097
| -15% | -$104K | 0.03% | 186 |
|
2017
Q2 | $633K | Sell |
14,181
-1,718
| -11% | -$76.7K | 0.04% | 182 |
|
2017
Q1 | $775K | Buy |
15,899
+664
| +4% | +$32.4K | 0.05% | 162 |
|
2016
Q4 | $813K | Buy |
15,235
+4,458
| +41% | +$238K | 0.05% | 157 |
|
2016
Q3 | $560K | Sell |
10,777
-74
| -0.7% | -$3.85K | 0.04% | 184 |
|
2016
Q2 | $606K | Sell |
10,851
-2,129
| -16% | -$119K | 0.04% | 172 |
|
2016
Q1 | $702K | Sell |
12,980
-1,292
| -9% | -$69.9K | 0.05% | 144 |
|
2015
Q4 | $660K | Buy |
14,272
+1,644
| +13% | +$76K | 0.05% | 160 |
|
2015
Q3 | $549K | Sell |
12,628
-361
| -3% | -$15.7K | 0.05% | 140 |
|
2015
Q2 | $605K | Sell |
12,989
-1,444
| -10% | -$67.3K | 0.05% | 138 |
|
2015
Q1 | $702K | Buy |
14,433
+5,221
| +57% | +$254K | 0.06% | 125 |
|
2014
Q4 | $431K | Sell |
9,212
-3,247
| -26% | -$152K | 0.04% | 158 |
|
2014
Q3 | $623K | Buy |
12,459
+4,529
| +57% | +$226K | 0.06% | 129 |
|
2014
Q2 | $388K | Buy |
7,930
+90
| +1% | +$4.4K | 0.04% | 147 |
|
2014
Q1 | $373K | Sell |
7,840
-144
| -2% | -$6.85K | 0.05% | 132 |
|
2013
Q4 | $392K | Sell |
7,984
-1,266
| -14% | -$62.2K | 0.05% | 124 |
|
2013
Q3 | $432K | Buy |
9,250
+2,121
| +30% | +$99.1K | 0.07% | 109 |
|
2013
Q2 | $359K | Buy |
+7,129
| New | +$359K | 0.07% | 95 |
|