Altman Advisors’s Verizon VZ Stock Holding History

Altman Advisors’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.06K	Buy	28,023 +2,037	+8%	+$80.3K	﹤0.01%	72
2022 Q4	$1.07M	Buy	25,986 +1,764	+7%	+$66.5K	0.66%	66
2022 Q3	$920K	Buy	24,222 +225	+0.9%	+$10K	0.58%	69
2022 Q2	$1.09M	Buy	+23,997	New	+$1.21M	0.62%	73
2021 Q1	–	Sell	-42,786	Closed	-$2.51M	–	87
2020 Q4	$2.51M	Sell	42,786 -255	-0.6%	-$15.1K	1.58%	25
2020 Q3	$2.56M	Buy	43,041 +792	+2%	+$46K	1.81%	18
2020 Q2	$2.33M	Sell	42,249 -287	-0.7%	-$16.1K	1.98%	20
2020 Q1	$2.29M	Sell	42,536 -1,849	-4%	-$106K	2.12%	11
2019 Q4	$2.73M	Sell	44,385 -122	-0.3%	-$7.36K	2.18%	14
2019 Q3	$2.69M	Hold	44,507	–	–	2.27%	11
2019 Q2	$2.54M	Buy	44,507 +5,884	+15%	+$339K	2.14%	11
2019 Q1	$2.28M	Buy	38,623 +7,789	+25%	+$441K	2.11%	13
2018 Q4	$1.73M	Buy	+30,834	New	+$1.75M	1.9%	24
2018 Q1	–	Sell	-3,900	Closed	-$206K	–	78
2017 Q4	$206K	Buy	+3,900	New	+$192K	0.18%	77

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altman Advisors's VZ Position: Q1 2023 in Review

Altman Advisors increased its Verizon (VZ) stake by 7.8% in Q1 2023, buying an estimated $80.3K and bringing the position to 28,023 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #72.

Altman Advisors first reported a position in VZ in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.73M in Q4 2019. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Altman Advisors held 28,023 shares of Verizon worth $1.06K as of Q1 2023.
Altman Advisors bought 2,037 Verizon shares in Q1 2023, an estimated $80.3K.
Verizon made up ﹤0.01% of Altman Advisors's portfolio in Q1 2023, its #72 holding.
Altman Advisors first reported a position in Verizon in Q4 2017 and has held it in 14 quarters since.
Altman Advisors's Verizon position peaked at $2.73M in Q4 2019.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.