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Buckley Wealth Management’s Verizon VZ Stock Holding History

Buckley 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
2022
Q3 		– Sell
-32,002
Closed -$1.62M – 137
2022
Q2 		$1.62M Sell
32,002
-2,541
-7% -$129K 0.52% 35
2022
Q1 		$1.76M Sell
34,543
-343
-1% -$18.2K 0.48% 37
2021
Q4 		$1.81M Sell
34,886
-4,001
-10% -$209K 0.53% 35
2021
Q3 		$2.1M Sell
38,887
-241
-0.6% -$13.3K 0.68% 29
2021
Q2 		$2.19M Sell
39,128
-406
-1% -$23.3K 0.75% 25
2021
Q1 		$2.3M Sell
39,534
-534
-1% -$30.1K 0.85% 24
2020
Q4 		$2.35M Sell
40,068
-3,825
-9% -$227K 0.97% 22
2020
Q3 		$2.61M Sell
43,893
-2,031
-4% -$118K 1.17% 21
2020
Q2 		$2.53M Buy
45,924
+925
+2% +$52K 1.15% 22
2020
Q1 		$2.42M Sell
44,999
-562
-1% -$32.2K 1.31% 21
2019
Q4 		$2.8M Buy
45,561
+673
+1% +$40.6K 1.27% 22
2019
Q3 		$2.71M Sell
44,888
-2,161
-5% -$124K 1.33% 21
2019
Q2 		$2.69M Sell
47,049
-450
-0.9% -$25.9K 1.26% 21
2019
Q1 		$2.81M Sell
47,499
-1,505
-3% -$85.2K 1.33% 19
2018
Q4 		$2.75M Sell
49,004
-9,095
-16% -$516K 1.42% 19
2018
Q3 		$3.1M Buy
58,099
+415
+0.7% +$22K 1.35% 19
2018
Q2 		$2.9M Buy
57,684
+2,799
+5% +$135K 1.37% 20
2018
Q1 		$2.63M Buy
54,885
+4,131
+8% +$208K 1.3% 21
2017
Q4 		$2.69M Buy
+50,754
New +$2.5M 1.35% 20

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckley Wealth Management's VZ Position: Q3 2022 in Review

Buckley Wealth Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 32,002 shares — an estimated $1.62M sold.

Buckley Wealth Management first reported a position in VZ in Q4 2017 and held it in 19 quarters. The position peaked at $3.1M in Q3 2018. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Buckley Wealth Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 32,002 Verizon shares in Q3 2022, an estimated $1.62M.
  • Buckley Wealth Management first reported a position in Verizon in Q4 2017 and held it in 19 quarters.
  • Buckley Wealth Management's Verizon position peaked at $3.1M in Q3 2018.
  • 2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Buckley Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.