Daniel L. Goodwin’s Verizon VZ Stock Holding History

Daniel L. Goodwin’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 Q3	$538K	Buy	16,600 +3,700	+29%	+$125K	0.26%	46
2023 Q2	$480K	Sell	12,900 -750	-5%	-$27.8K	0.23%	49
2023 Q1	$531K	Hold	13,650	–	–	0.27%	52
2022 Q4	$538K	Buy	13,650 +3,750	+38%	+$141K	0.27%	47
2022 Q3	$377K	Sell	9,900 -1,600	-14%	-$71.3K	0.22%	53
2022 Q2	$586K	Sell	11,500 -120	-1%	-$6.07K	0.32%	43
2022 Q1	$593K	Sell	11,620 -1,080	-9%	-$57.2K	0.26%	48
2021 Q4	$662K	Buy	12,700 +1,900	+18%	+$99.1K	0.29%	48
2021 Q3	$583K	Hold	10,800	–	–	0.27%	52
2021 Q2	$608K	Hold	10,800	–	–	0.29%	56
2021 Q1	$628K	Buy	+10,800	New	+$609K	0.33%	53
2020 Q1	–	Sell	-34,450	Closed	-$2.12M	–	99
2019 Q4	$2.12M	Sell	34,450 -250	-0.7%	-$15.1K	0.92%	17
2019 Q3	$2.09M	Hold	34,700	–	–	0.95%	17
2019 Q2	$1.98M	Hold	34,700	–	–	0.91%	15
2019 Q1	$2.05M	Hold	34,700	–	–	0.94%	11
2018 Q4	$1.95M	Hold	34,700	–	–	1.02%	10
2018 Q3	$1.85M	Hold	34,700	–	–	0.88%	11
2018 Q2	$1.75M	Hold	34,700	–	–	0.81%	12
2018 Q1	$1.66M	Hold	34,700	–	–	0.81%	12
2017 Q4	$1.84M	Sell	34,700 -300	-0.9%	-$14.8K	0.8%	13
2017 Q3	$1.73M	Sell	35,000 -3,500	-9%	-$165K	0.77%	14
2017 Q2	$1.72M	Buy	38,500 +21,000	+120%	+$978K	0.78%	15
2017 Q1	$853K	Hold	17,500	–	–	0.36%	35
2016 Q4	$934K	Buy	17,500 +5,000	+40%	+$250K	0.38%	31
2016 Q3	$650K	Hold	12,500	–	–	0.23%	47
2016 Q2	$698K	Hold	12,500	–	–	0.23%	41
2016 Q1	$676K	Hold	12,500	–	–	0.16%	46
2015 Q4	$578K	Buy	+12,500	New	+$568K	0.14%	52

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Daniel L. Goodwin's VZ Position: Q3 2023 in Review

Daniel L. Goodwin increased its Verizon (VZ) stake by 29% in Q3 2023, buying an estimated $125K and bringing the position to 16,600 shares worth $538K. The position accounts for 0.26% of the portfolio, ranked #46.

Daniel L. Goodwin first reported a position in VZ in Q4 2015 and has held it in 28 quarters since. The position peaked at $2.12M in Q4 2019. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Daniel L. Goodwin held 16,600 shares of Verizon worth $538K as of Q3 2023.
Daniel L. Goodwin bought 3,700 Verizon shares in Q3 2023, an estimated $125K.
Verizon made up 0.26% of Daniel L. Goodwin's portfolio in Q3 2023, its #46 holding.
Daniel L. Goodwin first reported a position in Verizon in Q4 2015 and has held it in 28 quarters since.
Daniel L. Goodwin's Verizon position peaked at $2.12M in Q4 2019.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.