Dorchester Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.56M | Sell |
39,118
-895
| -2% | -$37.8K | 0.31% | 55 |
|
|
2024
Q3 | $1.8M | Sell |
40,013
-1,200
| -3% | -$50.1K | 0.33% | 56 |
|
|
2024
Q2 | $1.7M | Sell |
41,213
-3,253
| -7% | -$131K | 0.33% | 56 |
|
|
2024
Q1 | $1.87M | Buy |
44,466
+48
| +0.1% | +$1.94K | 0.34% | 56 |
|
|
2023
Q4 | $1.67M | Sell |
44,418
-1,223
| -3% | -$43.3K | 0.31% | 58 |
|
|
2023
Q3 | $1.48M | Sell |
45,641
-1,635
| -3% | -$55.2K | 0.3% | 57 |
|
|
2023
Q2 | $1.76M | Sell |
47,276
-1,300
| -3% | -$48.1K | 0.36% | 54 |
|
|
2023
Q1 | $1.89M | Sell |
48,576
-1,484
| -3% | -$58.5K | 0.39% | 55 |
|
|
2022
Q4 | $1.97M | Sell |
50,060
-1,830
| -4% | -$69K | 0.47% | 51 |
|
|
2022
Q3 | $1.97M | Sell |
51,890
-466
| -0.9% | -$20.8K | 0.43% | 54 |
|
|
2022
Q2 | $2.66M | Buy |
52,356
+1,531
| +3% | +$77.4K | 0.53% | 50 |
|
|
2022
Q1 | $3.23M | Buy |
50,825
+29
| +0.1% | +$1.54K | 0.52% | 47 |
|
|
2021
Q4 | $2.64M | Buy |
50,796
+1,718
| +4% | +$89.6K | 0.52% | 46 |
|
|
2021
Q3 | $2.65M | Buy |
49,078
+575
| +1% | +$31.8K | 0.65% | 43 |
|
|
2021
Q2 | $2.72M | Sell |
48,503
-612
| -1% | -$35.1K | 0.62% | 43 |
|
|
2021
Q1 | $2.86M | Sell |
49,115
-438
| -0.9% | -$24.7K | 0.71% | 41 |
|
|
2020
Q4 | $2.91M | Sell |
49,553
-600
| -1% | -$35.6K | 0.77% | 43 |
|
|
2020
Q3 | $2.98M | Sell |
50,153
-937
| -2% | -$54.4K | 0.92% | 38 |
|
|
2020
Q2 | $2.82M | Sell |
51,090
-198
| -0.4% | -$11.1K | 0.89% | 40 |
|
|
2020
Q1 | $2.76M | Sell |
51,288
-1,402
| -3% | -$80.2K | 1.02% | 33 |
|
|
2019
Q4 | $3.23M | Sell |
52,690
-1,485
| -3% | -$89.6K | 0.9% | 35 |
|
|
2019
Q3 | $3.27M | Sell |
54,175
-2,114
| -4% | -$122K | 0.96% | 35 |
|
|
2019
Q2 | $3.22M | Sell |
56,289
-1,425
| -2% | -$82.1K | 0.95% | 36 |
|
|
2019
Q1 | $3.41M | Sell |
57,714
-705
| -1% | -$39.9K | 1.04% | 34 |
|
|
2018
Q4 | $3.28M | Buy |
58,419
+3,355
| +6% | +$190K | 1.14% | 31 |
|
|
2018
Q3 | $2.94M | Buy |
55,064
+1,475
| +3% | +$78.1K | 0.91% | 35 |
|
|
2018
Q2 | $2.7M | Sell |
53,589
-2,450
| -4% | -$119K | 0.89% | 38 |
|
|
2018
Q1 | $2.68M | Sell |
56,039
-50
| -0.1% | -$2.51K | 0.9% | 35 |
|
|
2017
Q4 | $2.97M | Sell |
56,089
-100
| -0.2% | -$4.92K | 0.94% | 36 |
|
|
2017
Q3 | $2.78M | Sell |
56,189
-2,063
| -4% | -$97.1K | 0.89% | 36 |
|
|
2017
Q2 | $2.6M | Sell |
58,252
-125
| -0.2% | -$5.82K | 0.9% | 37 |
|
|
2017
Q1 | $2.85M | Sell |
58,377
-557
| -0.9% | -$27.9K | 0.99% | 32 |
|
|
2016
Q4 | $3.15M | Sell |
58,934
-1,100
| -2% | -$55K | 1.15% | 30 |
|
|
2016
Q3 | $3.12M | Sell |
60,034
-1,620
| -3% | -$86.9K | 1.16% | 31 |
|
|
2016
Q2 | $3.44M | Sell |
61,654
-475
| -0.8% | -$24.6K | 1.28% | 27 |
|
|
2016
Q1 | $3.36M | Sell |
62,129
-400
| -0.6% | -$20K | 1.27% | 28 |
|
|
2015
Q4 | $2.89M | Sell |
62,529
-1,000
| -2% | -$45.4K | 1.2% | 30 |
|
|
2015
Q3 | $3.69M | Sell |
63,529
-1,200
| -2% | -$55.4K | 1.36% | 29 |
|
|
2015
Q2 | $3.77M | Buy |
+64,729
| New | +$3.17M | 1.24% | 30 |
|
Other funds holding VZ
Dorchester Wealth Management's VZ Position: Q4 2024 in Review
Dorchester Wealth Management reduced its Verizon (VZ) stake by 2.2% in Q4 2024, selling an estimated $37.8K and leaving 39,118 shares worth $1.56M. The position accounts for 0.31% of the portfolio, ranked #55.
Dorchester Wealth Management first reported a position in VZ in Q2 2015 and has held it in 39 quarters since. The position peaked at $3.77M in Q2 2015. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.
- Dorchester Wealth Management held 39,118 shares of Verizon worth $1.56M as of Q4 2024.
- Dorchester Wealth Management sold 895 Verizon shares in Q4 2024, an estimated $37.8K.
- Verizon made up 0.31% of Dorchester Wealth Management's portfolio in Q4 2024, its #55 holding.
- Dorchester Wealth Management first reported a position in Verizon in Q2 2015 and has held it in 39 quarters since.
- Dorchester Wealth Management's Verizon position peaked at $3.77M in Q2 2015.
- 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.
Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.