Diversified Portfolios Inc’s Verizon VZ Stock Holding History

Diversified Portfolios Inc’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 Q2	–	Sell	-6,506	Closed	-$253K	–	136
2023 Q1	$253K	Sell	6,506 -1,492	-19%	-$58.8K	0.06%	120
2022 Q4	$315K	Sell	7,998 -4,692	-37%	-$177K	0.07%	109
2022 Q3	$482K	Buy	12,690 +3,791	+43%	+$169K	0.13%	82
2022 Q2	$452K	Sell	8,899 -4,482	-33%	-$227K	0.13%	76
2022 Q1	$682K	Buy	13,381 +1,743	+15%	+$92.3K	0.16%	72
2021 Q4	$605K	Sell	11,638 -330	-3%	-$17.2K	0.15%	75
2021 Q3	$646K	Buy	11,968 +6	+0.1%	+$332	0.18%	63
2021 Q2	$670K	Buy	11,962 +3,261	+37%	+$187K	0.25%	50
2021 Q1	$506K	Buy	8,701 +1,472	+20%	+$83.1K	0.17%	59
2020 Q4	$425K	Buy	7,229 +1,077	+18%	+$64K	0.15%	58
2020 Q3	$366K	Buy	+6,152	New	+$357K	0.16%	44
2019 Q2	–	Sell	-5,474	Closed	-$324K	–	57
2019 Q1	$324K	Hold	5,474	–	–	0.18%	38
2018 Q4	$308K	Hold	5,474	–	–	0.19%	37
2018 Q3	$292K	Buy	5,474 +653	+14%	+$34.6K	0.16%	39
2018 Q2	$243K	Sell	4,821 -650	-12%	-$31.5K	0.14%	43
2018 Q1	$262K	Sell	5,471 -1,795	-25%	-$90.2K	0.15%	41
2017 Q4	$385K	Buy	7,266 +120	+2%	+$5.9K	0.21%	33
2017 Q3	$354K	Buy	+7,146	New	+$336K	0.2%	34

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Diversified Portfolios Inc's VZ Position: Q2 2023 in Review

Diversified Portfolios Inc sold out of Verizon (VZ) in Q2 2023, closing a stake of 6,506 shares — an estimated $253K sold.

Diversified Portfolios Inc first reported a position in VZ in Q3 2017 and held it in 18 quarters. The position peaked at $682K in Q1 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Diversified Portfolios Inc reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Diversified Portfolios Inc sold 6,506 Verizon shares in Q2 2023, an estimated $253K.
Diversified Portfolios Inc first reported a position in Verizon in Q3 2017 and held it in 18 quarters.
Diversified Portfolios Inc's Verizon position peaked at $682K in Q1 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Diversified Portfolios Inc's 13F filing for Q2 2023, filed 9 Aug 2023.