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Arbor Wealth Management’s Verizon VZ Stock Holding History

Arbor Wealth Management’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
2021
Q4 		$334K Sell
6,438
-425
-6% -$22.2K 0.07% 46
2021
Q3 		$371K Sell
6,863
-152
-2% -$8.41K 0.09% 36
2021
Q2 		$393K Buy
7,015
+157
+2% +$9.01K 0.1% 32
2021
Q1 		$399K Buy
6,858
+537
+8% +$30.3K 0.12% 29
2020
Q4 		$371K Buy
6,321
+47
+0.7% +$2.79K 0.14% 33
2020
Q3 		$373K Buy
6,274
+1,220
+24% +$70.9K 0.15% 34
2020
Q2 		$279K Sell
5,054
-103
-2% -$5.79K 0.13% 35
2020
Q1 		$277K Buy
5,157
+359
+7% +$20.5K 0.18% 32
2019
Q4 		$295K Buy
4,798
+501
+12% +$30.2K 0.12% 53
2019
Q3 		$259K Buy
4,297
+2,954
+220% +$170K 0.13% 47
2019
Q2 		$77K Buy
1,343
+12
+0.9% +$691 0.04% 70
2019
Q1 		$79K Sell
1,331
-67
-5% -$3.79K 0.05% 70
2018
Q4 		$79K Buy
+1,398
New +$79.3K 0.07% 66
2018
Q2 		– Sell
-68,048
Closed -$3.3M – 68
2018
Q1 		$3.3M Sell
68,048
-2,009
-3% -$101K 2.82% 16
2017
Q4 		$3.71M Sell
70,057
-201
-0.3% -$9.88K 2.83% 14
2017
Q3 		$3.11M Buy
70,258
+4,450
+7% +$209K 2.66% 15
2017
Q2 		$3.16M Sell
65,808
-1,052
-2% -$49K 2.99% 13
2017
Q1 		$3.06M Buy
66,860
+18,450
+38% +$926K 2.69% 12
2016
Q4 		$2.35K Sell
48,410
-943
-2% -$47.1K 1.83% 22
2016
Q3 		$2.48M Sell
49,353
-359
-0.7% -$19.3K 2.12% 17
2016
Q2 		$2.72M Buy
49,712
+7,285
+17% +$378K 2.57% 15
2016
Q1 		$2.18M Buy
42,427
+1,343
+3% +$67.2K 2.25% 19
2015
Q4 		$2.03M Buy
+41,084
New +$1.87M 2.22% 16

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Arbor Wealth Management reduced its Verizon (VZ) stake by 6.2% in Q4 2021, selling an estimated $22.2K and leaving 6,438 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #46.

Arbor Wealth Management first reported a position in VZ in Q4 2015 and has held it in 23 quarters since. The position peaked at $3.71M in Q4 2017. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Arbor Wealth Management held 6,438 shares of Verizon worth $334K as of Q4 2021.
  • Arbor Wealth Management sold 425 Verizon shares in Q4 2021, an estimated $22.2K.
  • Verizon made up 0.07% of Arbor Wealth Management's portfolio in Q4 2021, its #46 holding.
  • Arbor Wealth Management first reported a position in Verizon in Q4 2015 and has held it in 23 quarters since.
  • Arbor Wealth Management's Verizon position peaked at $3.71M in Q4 2017.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.