Bruderman Asset Management’s Verizon VZ Stock Holding History

Bruderman Asset 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
2022 Q2	$1.46M	Sell	28,694 -2,409	-8%	-$122K	2.61%	11
2022 Q1	$1.59M	Sell	31,103 -31,837	-51%	-$1.69M	2.4%	13
2021 Q4	$3.27M	Sell	62,940 -173,599	-73%	-$9.06M	2.5%	10
2021 Q3	$12.8M	Buy	236,539 +2,553	+1%	+$141K	3.21%	5
2021 Q2	$13.1M	Buy	233,986 +3,020	+1%	+$173K	4.06%	3
2021 Q1	$13.4M	Buy	230,966 +6,265	+3%	+$354K	3.73%	3
2020 Q4	$13.2M	Buy	224,701 +11,362	+5%	+$675K	3.83%	2
2020 Q3	$12.7M	Sell	213,339 -15,104	-7%	-$878K	4.17%	3
2020 Q2	$12.5M	Buy	228,443 +5,005	+2%	+$282K	4.13%	3
2020 Q1	$11.8M	Sell	223,438 -5,418	-2%	-$310K	4.68%	2
2019 Q4	$14M	Sell	228,856 -24,961	-10%	-$1.51M	4.36%	1
2019 Q3	$15.1M	Sell	253,817 -24,725	-9%	-$1.42M	3.81%	2
2019 Q2	$15.9M	Sell	278,542 -23,269	-8%	-$1.34M	3.76%	2
2019 Q1	$17.8M	Sell	301,811 -13,438	-4%	-$761K	3.91%	2
2018 Q4	$17.7M	Buy	315,249 +15,716	+5%	+$892K	4.57%	2
2018 Q3	$16M	Sell	299,533 -31,322	-9%	-$1.66M	3.67%	4
2018 Q2	$16.6M	Sell	330,855 -20,334	-6%	-$984K	4.05%	1
2018 Q1	$16.8M	Buy	351,189 +2,437	+0.7%	+$122K	4.02%	1
2017 Q4	$18.5M	Buy	348,752 +3,875	+1%	+$191K	4.69%	1
2017 Q3	$17.1M	Buy	344,877 +18,487	+6%	+$870K	4.42%	2
2017 Q2	$14.6M	Buy	326,390 +14,669	+5%	+$683K	3.89%	3
2017 Q1	$15.2M	Buy	311,721 +7,014	+2%	+$352K	4.39%	3
2016 Q4	$16.3M	Buy	304,707 +3,910	+1%	+$195K	4.9%	2
2016 Q3	$15.6M	Buy	300,797 +10,277	+4%	+$552K	4.67%	2
2016 Q2	$16.2M	Buy	290,520 +7,988	+3%	+$414K	5.08%	2
2016 Q1	$15.3M	Buy	282,532 +7,536	+3%	+$377K	5.31%	1
2015 Q4	$12.7M	Buy	274,996 +8,400	+3%	+$381K	4.79%	3
2015 Q3	$11.6M	Buy	266,596 +8,569	+3%	+$395K	4.57%	2
2015 Q2	$12M	Buy	258,027 +9,669	+4%	+$473K	4.61%	2
2015 Q1	$12.1M	Buy	+248,358	New	+$12M	4.71%	1

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bruderman Asset Management's VZ Position: Q2 2022 in Review

Bruderman Asset Management reduced its Verizon (VZ) stake by 7.7% in Q2 2022, selling an estimated $122K and leaving 28,694 shares worth $1.46M. The position accounts for 2.61% of the portfolio, ranked #11.

Bruderman Asset Management first reported a position in VZ in Q1 2015 and has held it in 30 quarters since. The position peaked at $18.5M in Q4 2017. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Bruderman Asset Management held 28,694 shares of Verizon worth $1.46M as of Q2 2022.
Bruderman Asset Management sold 2,409 Verizon shares in Q2 2022, an estimated $122K.
Verizon made up 2.61% of Bruderman Asset Management's portfolio in Q2 2022, its #11 holding.
Bruderman Asset Management first reported a position in Verizon in Q1 2015 and has held it in 30 quarters since.
Bruderman Asset Management's Verizon position peaked at $18.5M in Q4 2017.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.