Domani Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,957
| Closed | -$313K | – | 122 |
|
|
2022
Q4 | $313K | Sell |
7,957
-816
| -9% | -$30.7K | 0.08% | 96 |
|
|
2022
Q3 | $333K | Buy |
8,773
+342
| +4% | +$15.2K | 0.1% | 82 |
|
|
2022
Q2 | $428K | Sell |
8,431
-714
| -8% | -$36.1K | 0.12% | 74 |
|
|
2022
Q1 | $466K | Buy |
9,145
+197
| +2% | +$10.4K | 0.1% | 82 |
|
|
2021
Q4 | $465K | Buy |
8,948
+576
| +7% | +$30.1K | 0.09% | 80 |
|
|
2021
Q3 | $452K | Sell |
8,372
-166
| -2% | -$9.18K | 0.09% | 74 |
|
|
2021
Q2 | $478K | Sell |
8,538
-999
| -10% | -$57.3K | 0.1% | 74 |
|
|
2021
Q1 | $555K | Buy |
9,537
+612
| +7% | +$34.5K | 0.11% | 68 |
|
|
2020
Q4 | $524K | Sell |
8,925
-720
| -7% | -$42.8K | 0.11% | 66 |
|
|
2020
Q3 | $574K | Buy |
9,645
+1,328
| +16% | +$77.2K | 0.13% | 67 |
|
|
2020
Q2 | $459K | Sell |
8,317
-1,729
| -17% | -$97.3K | 0.11% | 76 |
|
|
2020
Q1 | $540K | Buy |
10,046
+2,567
| +34% | +$147K | 0.14% | 66 |
|
|
2019
Q4 | $459K | Sell |
7,479
-38
| -0.5% | -$2.29K | 0.15% | 67 |
|
|
2019
Q3 | $454K | Buy |
7,517
+558
| +8% | +$32.1K | 0.16% | 64 |
|
|
2019
Q2 | $398K | Buy |
6,959
+35
| +0.5% | +$2.02K | 0.15% | 67 |
|
|
2019
Q1 | $409K | Buy |
6,924
+30
| +0.4% | +$1.7K | 0.16% | 69 |
|
|
2018
Q4 | $388K | Sell |
6,894
-137
| -2% | -$7.77K | 0.18% | 64 |
|
|
2018
Q3 | $375K | Sell |
7,031
-1,445
| -17% | -$76.5K | 0.16% | 67 |
|
|
2018
Q2 | $426K | Buy |
8,476
+2,531
| +43% | +$123K | 0.2% | 65 |
|
|
2018
Q1 | $284K | Sell |
5,945
-17
| -0.3% | -$854 | 0.12% | 82 |
|
|
2017
Q4 | $316K | Sell |
5,962
-104
| -2% | -$5.11K | 0.14% | 77 |
|
|
2017
Q3 | $300K | Buy |
+6,066
| New | +$285K | 0.13% | 78 |
|
|
2017
Q2 | – | Sell |
-4,247
| Closed | -$207K | – | 100 |
|
|
2017
Q1 | $207K | Sell |
4,247
-831
| -16% | -$41.7K | 0.08% | 96 |
|
|
2016
Q4 | $271K | Sell |
5,078
-2,097
| -29% | -$105K | 0.11% | 80 |
|
|
2016
Q3 | $373K | Buy |
7,175
+1,260
| +21% | +$67.6K | 0.14% | 78 |
|
|
2016
Q2 | $330K | Sell |
5,915
-4,470
| -43% | -$232K | 0.13% | 81 |
|
|
2016
Q1 | $565K | Buy |
10,385
+1,164
| +13% | +$58.2K | 0.21% | 71 |
|
|
2015
Q4 | $426K | Buy |
9,221
+961
| +12% | +$43.6K | 0.17% | 77 |
|
|
2015
Q3 | $359K | Buy |
8,260
+441
| +6% | +$20.3K | 0.19% | 65 |
|
|
2015
Q2 | $364K | Buy |
7,819
+7,412
| +1,821% | +$363K | 0.2% | 65 |
|
|
2015
Q1 | $8.36K | Buy |
+407
| New | +$19.6K | 0.13% | 54 |
|
Other funds holding VZ
Domani Wealth's VZ Position: Q1 2023 in Review
Domani Wealth sold out of Verizon (VZ) in Q1 2023, closing a stake of 7,957 shares — an estimated $313K sold.
Domani Wealth first reported a position in VZ in Q1 2015 and held it in 31 quarters. The position peaked at $574K in Q3 2020. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.
- Domani Wealth reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
- Domani Wealth sold 7,957 Verizon shares in Q1 2023, an estimated $313K.
- Domani Wealth first reported a position in Verizon in Q1 2015 and held it in 31 quarters.
- Domani Wealth's Verizon position peaked at $574K in Q3 2020.
- 2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.