Financial Advantage’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,850
| Closed | -$108K | – | 118 |
|
|
2022
Q3 | $108K | Hold |
2,850
| – | – | 0.11% | 41 |
|
|
2022
Q2 | $144K | Sell |
2,850
-333
| -10% | -$16.8K | 0.13% | 41 |
|
|
2022
Q1 | $162K | Buy |
3,183
+2,140
| +205% | +$113K | 0.13% | 40 |
|
|
2021
Q4 | $54K | Sell |
1,043
-1,330
| -56% | -$69.4K | 0.04% | 75 |
|
|
2021
Q3 | $128K | Sell |
2,373
-848
| -26% | -$46.9K | 0.11% | 41 |
|
|
2021
Q2 | $180K | Hold |
3,221
| – | – | 0.15% | 36 |
|
|
2021
Q1 | $187K | Buy |
3,221
+15
| +0.5% | +$846 | 0.16% | 34 |
|
|
2020
Q4 | $188K | Sell |
3,206
-800
| -20% | -$47.5K | 0.17% | 32 |
|
|
2020
Q3 | $238K | Sell |
4,006
-206
| -5% | -$12K | 0.23% | 28 |
|
|
2020
Q2 | $232K | Buy |
4,212
+206
| +5% | +$11.6K | 0.18% | 30 |
|
|
2020
Q1 | $215K | Hold |
4,006
| – | – | 0.19% | 28 |
|
|
2019
Q4 | $245K | Hold |
4,006
| – | – | 0.17% | 29 |
|
|
2019
Q3 | $241K | Hold |
4,006
| – | – | 0.16% | 28 |
|
|
2019
Q2 | $228K | Hold |
4,006
| – | – | 0.16% | 30 |
|
|
2019
Q1 | $236K | Hold |
4,006
| – | – | 0.17% | 29 |
|
|
2018
Q4 | $225K | Hold |
4,006
| – | – | 0.18% | 29 |
|
|
2018
Q3 | $214K | Hold |
4,006
| – | – | 0.16% | 30 |
|
|
2018
Q2 | $201K | Buy |
+4,006
| New | +$194K | 0.15% | 31 |
|
|
2018
Q1 | – | Sell |
-4,144
| Closed | -$219K | – | 31 |
|
|
2017
Q4 | $219K | Buy |
4,144
+393
| +10% | +$19.3K | 0.17% | 28 |
|
|
2017
Q3 | $186K | Buy |
+3,751
| New | +$176K | 0.15% | 31 |
|
|
2017
Q1 | – | Sell |
-3,814
| Closed | -$204K | – | 31 |
|
|
2016
Q4 | $204K | Buy |
+3,814
| New | +$191K | 0.19% | 29 |
|
|
2016
Q3 | – | Sell |
-3,780
| Closed | -$211K | – | 29 |
|
|
2016
Q2 | $211K | Sell |
3,780
-29
| -0.8% | -$1.5K | 0.19% | 29 |
|
|
2016
Q1 | $206K | Buy |
+3,809
| New | +$191K | 0.19% | 28 |
|
|
2015
Q4 | – | Sell |
-3,516
| Closed | -$153K | – | 100 |
|
|
2015
Q3 | $153K | Hold |
3,516
| – | – | 0.14% | 30 |
|
|
2015
Q2 | $164K | Hold |
3,516
| – | – | 0.16% | 28 |
|
|
2015
Q1 | $171K | Buy |
3,516
+96
| +3% | +$4.63K | 0.15% | 29 |
|
|
2014
Q4 | $160K | Sell |
3,420
-1,318
| -28% | -$64.5K | 0.15% | 27 |
|
|
2014
Q3 | $237K | Hold |
4,738
| – | – | 0.22% | 24 |
|
|
2014
Q2 | $232K | Buy |
4,738
+1,318
| +39% | +$63.9K | 0.23% | 23 |
|
|
2014
Q1 | $163K | Sell |
3,420
-1,035
| -23% | -$48.9K | 0.16% | 33 |
|
|
2013
Q4 | $219K | Buy |
4,455
+54
| +1% | +$2.65K | 0.19% | 32 |
|
|
2013
Q3 | $205K | Buy |
4,401
+26
| +0.6% | +$1.27K | 0.18% | 31 |
|
|
2013
Q2 | $220K | Buy |
+4,375
| New | +$223K | 0.19% | 31 |
|
Other funds holding VZ
AWA
Financial Advantage's VZ Position: Q4 2022 in Review
Financial Advantage sold out of Verizon (VZ) in Q4 2022, closing a stake of 2,850 shares — an estimated $108K sold.
Financial Advantage first reported a position in VZ in Q2 2013 and held it in 33 quarters. The position peaked at $245K in Q4 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.
- Financial Advantage reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
- Financial Advantage sold 2,850 Verizon shares in Q4 2022, an estimated $108K.
- Financial Advantage first reported a position in Verizon in Q2 2013 and held it in 33 quarters.
- Financial Advantage's Verizon position peaked at $245K in Q4 2019.
- 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.
Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.