BFG
VZ icon

Barber Financial Group’s Verizon VZ Stock Holding History

Barber Financial Group’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 		$345K Sell
8,865
-116
-1% -$4.58K 0.06% 93
2022
Q4 		$354K Buy
8,981
+755
+9% +$28.4K 0.1% 91
2022
Q3 		$312K Sell
8,226
-416
-5% -$18.5K 0.09% 97
2022
Q2 		$439K Buy
8,642
+806
+10% +$40.8K 0.07% 80
2022
Q1 		$399K Sell
7,836
-105
-1% -$5.56K 0.05% 95
2021
Q4 		$413K Buy
7,941
+451
+6% +$23.5K 0.05% 103
2021
Q3 		$405K Buy
7,490
+258
+4% +$14.3K 0.05% 104
2021
Q2 		$405K Buy
7,232
+5
+0.1% +$287 0.06% 101
2021
Q1 		$420K Buy
7,227
+15
+0.2% +$846 0.06% 91
2020
Q4 		$424K Buy
7,212
+15
+0.2% +$891 0.08% 90
2020
Q3 		$428K Buy
7,197
+292
+4% +$17K 0.09% 80
2020
Q2 		$381K Sell
6,905
-6
-0.1% -$338 0.09% 83
2020
Q1 		$371K Sell
6,911
-373
-5% -$21.3K 0.12% 76
2019
Q4 		$447K Buy
7,284
+248
+4% +$15K 0.09% 91
2019
Q3 		$425K Buy
7,036
+5
+0.1% +$288 0.09% 91
2019
Q2 		$402K Buy
7,031
+213
+3% +$12.3K 0.09% 89
2019
Q1 		$403K Sell
6,818
-1,174
-15% -$66.5K 0.08% 87
2018
Q4 		$449K Buy
7,992
+330
+4% +$18.7K 0.1% 83
2018
Q3 		$409K Buy
7,662
+571
+8% +$30.2K 0.1% 87
2018
Q2 		$357K Buy
7,091
+100
+1% +$4.84K 0.1% 85
2018
Q1 		$334K Buy
6,991
+125
+2% +$6.28K 0.09% 95
2017
Q4 		$363K Buy
6,866
+1,369
+25% +$67.3K 0.09% 83
2017
Q3 		$272K Buy
+5,497
New +$259K 0.08% 81
2017
Q2 		– Sell
-4,872
Closed -$238K – 100
2017
Q1 		$238K Sell
4,872
-24
-0.5% -$1.2K 0.08% 70
2016
Q4 		$261K Buy
+4,896
New +$245K 0.09% 64

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barber Financial Group's VZ Position: Q1 2023 in Review

Barber Financial Group reduced its Verizon (VZ) stake by 1.3% in Q1 2023, selling an estimated $4.58K and leaving 8,865 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #93.

Barber Financial Group first reported a position in VZ in Q4 2016 and has held it in 25 quarters since. The position peaked at $449K in Q4 2018. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • Barber Financial Group held 8,865 shares of Verizon worth $345K as of Q1 2023.
  • Barber Financial Group sold 116 Verizon shares in Q1 2023, an estimated $4.58K.
  • Verizon made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #93 holding.
  • Barber Financial Group first reported a position in Verizon in Q4 2016 and has held it in 25 quarters since.
  • Barber Financial Group's Verizon position peaked at $449K in Q4 2018.
  • 2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.