Filbrandt Wealth Management’s Verizon VZ Stock Holding History

Filbrandt 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
2021 Q3	$99K	Buy	1,841 +49	+3%	+$2.71K	0.06%	57
2021 Q2	$100K	Sell	1,792 -501	-22%	-$28.8K	0.06%	58
2021 Q1	$133K	Sell	2,293 -14	-0.6%	-$790	0.08%	48
2020 Q4	$136K	Buy	2,307 +561	+32%	+$33.3K	0.09%	41
2020 Q3	$104K	Sell	1,746 -1,865	-52%	-$108K	0.08%	48
2020 Q2	$199K	Buy	3,611 +1,865	+107%	+$105K	0.16%	40
2020 Q1	$94K	Hold	1,746	–	–	0.1%	45
2019 Q4	$107K	Buy	+1,746	New	+$105K	0.09%	48

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Filbrandt Wealth Management's VZ Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Verizon (VZ) stake by 2.7% in Q3 2021, buying an estimated $2.71K and bringing the position to 1,841 shares worth $99K. The position accounts for 0.06% of the portfolio, ranked #57.

Filbrandt Wealth Management first reported a position in VZ in Q4 2019 and has held it in 8 quarters since. The position peaked at $199K in Q2 2020. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

Filbrandt Wealth Management held 1,841 shares of Verizon worth $99K as of Q3 2021.
Filbrandt Wealth Management bought 49 Verizon shares in Q3 2021, an estimated $2.71K.
Verizon made up 0.06% of Filbrandt Wealth Management's portfolio in Q3 2021, its #57 holding.
Filbrandt Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Verizon position peaked at $199K in Q2 2020.
2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.