Ep Wealth Advisors, LLC Verizon Communications Inc Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 115,152 shares of VZ stock, worth $4.58 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

115,152

Previous 112,486 2.37%

Holding current value

$4.58 Million

Previous $4.64 Million 11.49%

% of portfolio

0.05%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$38.89 - $45.0 $103,680 - $119,970	2,666 Added 2.37%	115,152 $5.17 Million
Q2 2024 Aug 19, 2024	BUY	$38.6 - $42.84 $16,134 - $17,907	418 Added 0.37%	112,486 $4.64 Million
Q1 2024 May 14, 2024	BUY	$37.9 - $42.49 $252,717 - $283,323	6,668 Added 6.33%	112,068 $4.7 Million
Q4 2023 Feb 28, 2024	SELL	$30.67 - $38.65 $44,655 - $56,274	-1,456 Reduced 1.36%	105,400 $3.97 Million
Q3 2023 Nov 22, 2023	BUY	$31.46 - $37.48 $1.46 Million - $1.74 Million	46,335 Added 76.56%	106,856 $3.46 Million
Q2 2023 Aug 14, 2023	BUY	$34.46 - $40.11 $1.42 Million - $1.65 Million	41,229 Added 213.71%	60,521 $2.25 Million
Q1 2023 Jun 05, 2023	SELL	$36.54 - $42.19 $2.24 Million - $2.59 Million	-61,359 Reduced 76.08%	19,292 $750,000
Q4 2022 Jun 12, 2023	BUY	$35.35 - $39.81 $2.15 Million - $2.42 Million	60,908 Added 315.72%	80,200 $3.16 Million
Q3 2022 Dec 02, 2022	SELL	$37.97 - $51.64 $211,948 - $288,254	-5,582 Reduced 6.47%	80,651 $3.06 Million
Q2 2022 Aug 11, 2022	BUY	$46.23 - $55.01 $555,268 - $660,725	12,011 Added 16.18%	86,233 $4.38 Million
Q1 2022 May 20, 2022	SELL	$50.8 - $55.11 $348,945 - $378,550	-6,869 Reduced 8.47%	74,222 $3.78 Million
Q4 2021 Feb 17, 2022	BUY	$49.77 - $54.53 $120,343 - $131,853	2,418 Added 3.07%	81,091 $4.21 Million
Q3 2021 Nov 23, 2021	BUY	$54.01 - $56.55 $3.67 Million - $3.84 Million	67,876 Added 628.66%	78,673 $4.25 Million
Q3 2021 Nov 16, 2021	SELL	$54.01 - $56.55 $4.46 Million - $4.67 Million	-82,656 Reduced 88.45%	10,797 $4.25 Million
Q2 2021 Aug 24, 2021	SELL	$55.82 - $59.52 $519,405 - $553,833	-9,305 Reduced 9.06%	93,453 $5.24 Million
Q1 2021 May 17, 2021	BUY	$54.15 - $59.29 $469,426 - $513,985	8,669 Added 9.21%	102,758 $5.98 Million
Q4 2020 Feb 18, 2021	BUY	$56.31 - $61.74 $151,417 - $166,018	2,689 Added 2.94%	94,089 $5.53 Million
Q3 2020 Nov 17, 2020	SELL	$53.94 - $60.61 $381,571 - $428,755	-7,074 Reduced 7.18%	91,400 $5.44 Million
Q2 2020 Aug 14, 2020	SELL	$52.92 - $58.46 $859,950 - $949,975	-16,250 Reduced 14.16%	98,474 $5.43 Million
Q1 2020 May 18, 2020	SELL	$49.94 - $61.05 $39,652 - $48,473	-794 Reduced 0.69%	114,724 $6.16 Million
Q4 2019 Feb 14, 2020	BUY	$58.91 - $62.07 $97,967 - $103,222	1,663 Added 1.46%	115,518 $7.09 Million
Q3 2019 Nov 18, 2019	BUY	$55.05 - $60.51 $163,883 - $180,138	2,977 Added 2.68%	113,855 $6.87 Million
Q2 2019 Aug 27, 2019	BUY	$54.35 - $59.5 $6.03 Million - $6.6 Million	110,878 New	110,878 $6.33 Million
Q1 2019 May 20, 2019	SELL	$53.28 - $60.88 $13.1 Million - $15 Million	-246,559 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	$53.05 - $60.65 $725,617 - $829,570	-13,678 Reduced 5.26%	246,559 $13.9 Million
Q3 2018 Nov 15, 2018	BUY	$50.42 - $54.97 $2.18 Million - $2.38 Million	43,322 Added 19.97%	260,237 $13.9 Million
Q2 2018 Aug 14, 2018	BUY	$46.38 - $51.57 $413,709 - $460,004	8,920 Added 4.29%	216,915 $10.9 Million
Q1 2018 May 15, 2018	BUY	$46.29 - $54.72 $606,584 - $717,050	13,104 Added 6.72%	207,995 $9.95 Million
Q4 2017 Feb 15, 2018	BUY	$44.11 - $53.43 $267,350 - $323,839	6,061 Added 3.21%	194,891 $10.3 Million
Q3 2017 Nov 15, 2017	BUY	$46.11 - $49.9 $1.46 Million - $1.57 Million	31,556 Added 20.06%	188,830 $9.35 Million
Q2 2017 Aug 17, 2017	BUY	N/A	157,274	157,274 $7.02 Million

Others Institutions Holding VZ

# of Institutions

3,232

Shares Held

2.59B

Call Options Held

42.2M

Put Options Held

40.8M

View Full List

About VERIZON COMMUNICATIONS INC

Ticker VZ
Exchange NYSE
Sector Communication Services
Industry Telecom Services
Shares Outstandng 4,199,820,032
Market Cap $167B
Description
Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...

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Ep Wealth Advisors, LLC Verizon Communications Inc Transaction History