Artemis Wealth Advisors’s Verizon VZ Stock Holding History

Artemis Wealth 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
2020 Q4	–	Sell	-123	Closed	-$7.32K	–	96
2020 Q3	$7.32K	Buy	+123	New	+$7.15K	﹤0.01%	66
2020 Q1	–	Sell	-609	Closed	-$37.4K	–	123
2019 Q4	$37.4K	Buy	+609	New	+$36.7K	0.01%	61
2017 Q2	–	Sell	-143	Closed	-$6.97K	–	41
2017 Q1	$6.97K	Hold	143	–	–	0.01%	34
2016 Q4	$8K	Buy	+143	New	+$7.15K	0.01%	25

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Artemis Wealth Advisors's VZ Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Verizon (VZ) in Q4 2020, closing a stake of 123 shares — an estimated $7.32K sold.

Artemis Wealth Advisors first reported a position in VZ in Q4 2016 and held it in 4 quarters. The position peaked at $37.4K in Q4 2019. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

Artemis Wealth Advisors reported no remaining Verizon position as of Q4 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 123 Verizon shares in Q4 2020, an estimated $7.32K.
Artemis Wealth Advisors first reported a position in Verizon in Q4 2016 and held it in 4 quarters.
Artemis Wealth Advisors's Verizon position peaked at $37.4K in Q4 2019.
2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.