AmeriServ Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,144
| Closed | -$203K | – | 48 |
|
|
2022
Q4 | $203K | Sell |
5,144
-1,362
| -21% | -$51.3K | 0.4% | 42 |
|
|
2022
Q3 | $247K | Buy |
6,506
+232
| +4% | +$10.3K | 0.54% | 38 |
|
|
2022
Q2 | $318K | Sell |
6,274
-9,654
| -61% | -$488K | 0.75% | 36 |
|
|
2022
Q1 | $811K | Buy |
15,928
+206
| +1% | +$10.9K | 0.59% | 33 |
|
|
2021
Q4 | $817K | Buy |
15,722
+204
| +1% | +$10.6K | 0.56% | 29 |
|
|
2021
Q3 | $838K | Sell |
15,518
-11,739
| -43% | -$649K | 0.65% | 32 |
|
|
2021
Q2 | $1.53M | Sell |
27,257
-1,868
| -6% | -$107K | 1.19% | 18 |
|
|
2021
Q1 | $1.69M | Buy |
29,125
+4,738
| +19% | +$267K | 1.45% | 11 |
|
|
2020
Q4 | $1.43M | Buy |
+24,387
| New | +$1.45M | 1.41% | 13 |
|
|
2019
Q3 | $768K | Sell |
12,721
-2,888
| -19% | -$166K | 1.04% | 22 |
|
|
2019
Q2 | $892K | Buy |
15,609
+90
| +0.6% | +$5.19K | 1.16% | 18 |
|
|
2019
Q1 | $918K | Buy |
15,519
+2,499
| +19% | +$142K | 1.92% | 16 |
|
|
2018
Q4 | $732K | Buy |
13,020
+893
| +7% | +$50.7K | 1.86% | 19 |
|
|
2018
Q3 | $647K | Sell |
12,127
-5,406
| -31% | -$286K | 0.81% | 27 |
|
|
2018
Q2 | $882K | Sell |
17,533
-3,310
| -16% | -$160K | 1.18% | 19 |
|
|
2018
Q1 | $999K | Sell |
20,843
-8,000
| -28% | -$402K | 1.13% | 19 |
|
|
2017
Q4 | $1.47M | Buy |
+28,843
| New | +$1.42M | 1.42% | 13 |
|
|
2017
Q1 | $1.38M | Buy |
28,247
+1,383
| +5% | +$69.4K | 1.8% | 13 |
|
|
2016
Q4 | $1.43M | Buy |
26,864
+6,142
| +30% | +$307K | 1.67% | 12 |
|
|
2016
Q3 | $1.07M | Sell |
20,722
-1,707
| -8% | -$91.6K | 1.36% | 16 |
|
|
2016
Q2 | $1.25M | Buy |
22,429
+5,942
| +36% | +$308K | 1.86% | 12 |
|
|
2016
Q1 | $889K | Sell |
16,487
-150
| -0.9% | -$7.5K | 1.51% | 13 |
|
|
2015
Q4 | $772K | Buy |
16,637
+943
| +6% | +$42.8K | 1.83% | 17 |
|
|
2015
Q3 | $683K | Sell |
15,694
-574
| -4% | -$26.5K | 1.3% | 22 |
|
|
2015
Q2 | $758K | Buy |
16,268
+462
| +3% | +$22.6K | 0.88% | 25 |
|
|
2015
Q1 | $769K | Sell |
15,806
-7,472
| -32% | -$361K | 0.89% | 29 |
|
|
2014
Q4 | $1.09M | Buy |
23,278
+5,328
| +30% | +$261K | 1.06% | 14 |
|
|
2014
Q3 | $898K | Sell |
17,950
-4,146
| -19% | -$206K | 1.55% | 12 |
|
|
2014
Q2 | $1.08M | Sell |
22,096
-854
| -4% | -$41.4K | 1.16% | 13 |
|
|
2014
Q1 | $1.09M | Sell |
22,950
-10,416
| -31% | -$493K | 1.1% | 15 |
|
|
2013
Q4 | $1.64M | Buy |
33,366
+426
| +1% | +$20.9K | 0.98% | 24 |
|
|
2013
Q3 | $1.54M | Buy |
32,940
+351
| +1% | +$17.1K | 0.98% | 26 |
|
|
2013
Q2 | $1.64M | Buy |
+32,589
| New | +$1.66M | 1.06% | 20 |
|
Other funds holding VZ
AmeriServ Wealth Advisors's VZ Position: Q1 2023 in Review
AmeriServ Wealth Advisors sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,144 shares — an estimated $203K sold.
AmeriServ Wealth Advisors first reported a position in VZ in Q2 2013 and held it in 33 quarters. The position peaked at $1.69M in Q1 2021. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.
- AmeriServ Wealth Advisors reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
- AmeriServ Wealth Advisors sold 5,144 Verizon shares in Q1 2023, an estimated $203K.
- AmeriServ Wealth Advisors first reported a position in Verizon in Q2 2013 and held it in 33 quarters.
- AmeriServ Wealth Advisors's Verizon position peaked at $1.69M in Q1 2021.
- 2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.