Altavista Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$1.52M Sell
29,357
-1,021
-3% -$53.3K 0.31% 61
2021
Q3
$1.64M Buy
30,378
+1,195
+4% +$66.1K 0.36% 56
2021
Q2
$1.64M Sell
29,183
-458
-2% -$26.3K 0.36% 58
2021
Q1
$1.72M Sell
29,641
-1,045
-3% -$59K 0.42% 50
2020
Q4
$1.8M Buy
30,686
+971
+3% +$57.7K 0.46% 48
2020
Q3
$1.77M Buy
29,715
+1,828
+7% +$106K 0.49% 45
2020
Q2
$1.54M Buy
27,887
+2,711
+11% +$153K 0.45% 50
2020
Q1
$1.35M Buy
25,176
+1,783
+8% +$102K 0.46% 50
2019
Q4
$1.44M Sell
23,393
-1,075
-4% -$64.8K 0.43% 53
2019
Q3
$1.48M Sell
24,468
-246
-1% -$14.2K 0.46% 53
2019
Q2
$1.41M Sell
24,714
-742
-3% -$42.8K 0.45% 52
2019
Q1
$1.5M Sell
25,456
-1,248
-5% -$70.7K 0.53% 48
2018
Q4
$1.5M Buy
26,704
+802
+3% +$45.5K 0.61% 45
2018
Q3
$1.38M Sell
25,902
-746
-3% -$39.5K 0.51% 51
2018
Q2
$1.34M Sell
26,648
-891
-3% -$43.1K 0.54% 52
2018
Q1
$1.32M Sell
27,539
-255
-0.9% -$12.8K 0.56% 53
2017
Q4
$1.47M Buy
27,794
+9,037
+48% +$444K 0.62% 47
2017
Q3
$928K Buy
18,757
+1,675
+10% +$78.8K 0.44% 57
2017
Q2
$763K Sell
17,082
-211
-1% -$9.83K 0.38% 60
2017
Q1
$843K Buy
17,293
+717
+4% +$36K 0.42% 59
2016
Q4
$885K Sell
16,576
-270
-2% -$13.5K 0.48% 51
2016
Q3
$876K Sell
16,846
-45
-0.3% -$2.42K 0.48% 52
2016
Q2
$943K Buy
16,891
+12
+0.1% +$622 0.52% 45
2016
Q1
$913K Buy
16,879
+1,172
+7% +$58.6K 0.51% 46
2015
Q4
$726K Buy
15,707
+1,114
+8% +$50.6K 0.43% 55
2015
Q3
$635K Buy
14,593
+1,515
+12% +$69.9K 0.42% 58
2015
Q2
$610K Buy
13,078
+1,073
+9% +$52.5K 0.37% 61
2015
Q1
$584K Sell
12,005
-2,336
-16% -$113K 0.36% 64
2014
Q4
$673K Buy
14,341
+2,032
+17% +$99.4K 0.41% 58
2014
Q3
$615K Sell
12,309
-268
-2% -$13.3K 0.4% 61
2014
Q2
$615K Sell
12,577
-385
-3% -$18.7K 0.38% 61
2014
Q1
$617K Buy
12,962
+1,990
+18% +$94.1K 0.38% 73
2013
Q4
$539K Buy
10,972
+215
+2% +$10.6K 0.33% 75
2013
Q3
$502K Sell
10,757
-815
-7% -$39.8K 0.33% 75
2013
Q2
$583K Buy
+11,572
New +$591K 0.39% 67

Other funds holding VZ

Altavista Wealth Management's VZ Position: Q4 2021 in Review

Altavista Wealth Management reduced its Verizon (VZ) stake by 3.4% in Q4 2021, selling an estimated $53.3K and leaving 29,357 shares worth $1.52M. The position accounts for 0.31% of the portfolio, ranked #61.

Altavista Wealth Management first reported a position in VZ in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.8M in Q4 2020. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Altavista Wealth Management held 29,357 shares of Verizon worth $1.52M as of Q4 2021.
  • Altavista Wealth Management sold 1,021 Verizon shares in Q4 2021, an estimated $53.3K.
  • Verizon made up 0.31% of Altavista Wealth Management's portfolio in Q4 2021, its #61 holding.
  • Altavista Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 35 quarters since.
  • Altavista Wealth Management's Verizon position peaked at $1.8M in Q4 2020.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.