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Doyle Wealth Management’s Verizon VZ Stock Holding History

Doyle 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 		$2.61M Sell
68,778
-212,315
-76% -$9.46M 0.22% 75
2022
Q2 		$14.3M Sell
281,093
-56,218
-17% -$2.84M 1.15% 34
2022
Q1 		$17.2M Sell
337,311
-5,222
-2% -$277K 1.24% 32
2021
Q4 		$17.8M Sell
342,533
-3,722
-1% -$194K 1.28% 31
2021
Q3 		$18.7M Buy
346,255
+10,999
+3% +$608K 1.49% 22
2021
Q2 		$18.8M Buy
335,256
+5,879
+2% +$337K 1.56% 20
2021
Q1 		$19.2M Buy
329,377
+7,536
+2% +$425K 1.83% 13
2020
Q4 		$18.9M Buy
321,841
+12,138
+4% +$721K 1.92% 15
2020
Q3 		$18.4M Buy
309,703
+6,544
+2% +$380K 2.14% 13
2020
Q2 		$16.7M Sell
303,159
-334
-0.1% -$18.8K 2.2% 10
2020
Q1 		$16.3M Buy
303,493
+17,607
+6% +$1.01M 2.59% 9
2019
Q4 		$17.6M Buy
285,886
+11,100
+4% +$670K 2.19% 14
2019
Q3 		$16.6M Buy
274,786
+26,856
+11% +$1.55M 2.29% 13
2019
Q2 		$14.2M Buy
247,930
+65,573
+36% +$3.78M 1.96% 16
2019
Q1 		$10.4M Buy
182,357
+7,982
+5% +$452K 1.51% 32
2018
Q4 		$9.8M Buy
174,375
+982
+0.6% +$55.7K 1.65% 21
2018
Q3 		$9.26M Buy
173,393
+3,988
+2% +$211K 1.44% 28
2018
Q2 		$8.52M Buy
169,405
+11,186
+7% +$541K 1.41% 29
2018
Q1 		$7.57M Sell
158,219
-5,141
-3% -$258K 1.27% 31
2017
Q4 		$8.65M Buy
163,360
+1,133
+0.7% +$55.7K 1.46% 28
2017
Q3 		$8.03M Buy
162,227
+356
+0.2% +$16.8K 1.41% 31
2017
Q2 		$7.23M Sell
161,871
-1,674
-1% -$78K 1.34% 33
2017
Q1 		$7.97M Buy
+163,545
New +$8.21M 1.62% 22

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

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

Doyle Wealth Management reduced its Verizon (VZ) stake by 76% in Q3 2022, selling an estimated $9.46M and leaving 68,778 shares worth $2.61M. The position accounts for 0.22% of the portfolio, ranked #75.

Doyle Wealth Management first reported a position in VZ in Q1 2017 and has held it in 23 quarters since. The position peaked at $19.2M in Q1 2021. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Doyle Wealth Management held 68,778 shares of Verizon worth $2.61M as of Q3 2022.
  • Doyle Wealth Management sold 212,315 Verizon shares in Q3 2022, an estimated $9.46M.
  • Verizon made up 0.22% of Doyle Wealth Management's portfolio in Q3 2022, its #75 holding.
  • Doyle Wealth Management first reported a position in Verizon in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Verizon position peaked at $19.2M in Q1 2021.
  • 2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.