Financial Architects (New Jersey)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.37M | Sell |
36,856
-3,579
| -9% | -$132K | 0.21% | 108 |
|
|
2023
Q1 | $1.57M | Sell |
40,435
-26,205
| -39% | -$1.03M | 0.25% | 90 |
|
|
2022
Q4 | $2.63M | Sell |
66,640
-3,464
| -5% | -$131K | 0.44% | 52 |
|
|
2022
Q3 | $2.66M | Buy |
+70,104
| New | +$3.12M | 0.46% | 49 |
|
|
2022
Q2 | – | Sell |
-57,203
| Closed | -$2.91M | – | 303 |
|
|
2022
Q1 | $2.91M | Buy |
57,203
+1,671
| +3% | +$88.5K | 0.42% | 55 |
|
|
2021
Q4 | $2.88M | Sell |
55,532
-4,953
| -8% | -$258K | 0.39% | 60 |
|
|
2021
Q3 | $3.27M | Sell |
60,485
-4,399
| -7% | -$243K | 0.47% | 51 |
|
|
2021
Q2 | $3.63M | Sell |
64,884
-4,690
| -7% | -$269K | 0.52% | 46 |
|
|
2021
Q1 | $4.05M | Sell |
69,574
-2,232
| -3% | -$126K | 0.63% | 38 |
|
|
2020
Q4 | $4.22M | Buy |
71,806
+1,783
| +3% | +$106K | 0.78% | 29 |
|
|
2020
Q3 | $4.17M | Sell |
70,023
-3,107
| -4% | -$181K | 0.92% | 26 |
|
|
2020
Q2 | $4.03M | Buy |
73,130
+7,211
| +11% | +$406K | 0.93% | 26 |
|
|
2020
Q1 | $3.54M | Buy |
65,919
+4,759
| +8% | +$272K | 0.97% | 24 |
|
|
2019
Q4 | $3.75M | Buy |
61,160
+155
| +0.3% | +$9.35K | 0.81% | 29 |
|
|
2019
Q3 | $3.68M | Sell |
61,005
-2,964
| -5% | -$171K | 0.86% | 24 |
|
|
2019
Q2 | $3.65M | Buy |
63,969
+55
| +0.1% | +$3.17K | 0.68% | 30 |
|
|
2019
Q1 | $3.78M | Sell |
63,914
-160
| -0.2% | -$9.06K | 0.64% | 31 |
|
|
2018
Q4 | $3.6M | Buy |
64,074
+886
| +1% | +$50.3K | 0.69% | 30 |
|
|
2018
Q3 | $3.37M | Sell |
63,188
-3,051
| -5% | -$161K | 0.55% | 34 |
|
|
2018
Q2 | $3.33M | Buy |
66,239
+2,018
| +3% | +$97.7K | 0.6% | 35 |
|
|
2018
Q1 | $3.07M | Sell |
64,221
-2,626
| -4% | -$132K | 0.6% | 30 |
|
|
2017
Q4 | $3.54M | Sell |
66,847
-1,226
| -2% | -$60.3K | 0.59% | 37 |
|
|
2017
Q3 | $3.37M | Sell |
68,073
-5,702
| -8% | -$268K | 0.6% | 35 |
|
|
2017
Q2 | $3.29M | Sell |
73,775
-690
| -0.9% | -$32.1K | 0.59% | 34 |
|
|
2017
Q1 | $3.63M | Buy |
74,465
+507
| +0.7% | +$25.4K | 0.64% | 33 |
|
|
2016
Q4 | $3.95M | Sell |
73,958
-1,484
| -2% | -$74.2K | 0.93% | 26 |
|
|
2016
Q3 | $3.92M | Buy |
75,442
+179
| +0.2% | +$9.61K | 1.05% | 20 |
|
|
2016
Q2 | $4.2M | Buy |
75,263
+4,235
| +6% | +$220K | 1.19% | 16 |
|
|
2016
Q1 | $3.84M | Buy |
71,028
+4,587
| +7% | +$229K | 1.37% | 15 |
|
|
2015
Q4 | $3.07M | Sell |
66,441
-249
| -0.4% | -$11.3K | 1.23% | 19 |
|
|
2015
Q3 | $2.9M | Buy |
66,690
+5,410
| +9% | +$250K | 1.22% | 19 |
|
|
2015
Q2 | $2.86M | Sell |
61,280
-502
| -0.8% | -$24.6K | 1.03% | 22 |
|
|
2015
Q1 | $3M | Buy |
61,782
+1,122
| +2% | +$54.2K | 1.16% | 18 |
|
|
2014
Q4 | $2.84M | Buy |
60,660
+6,625
| +12% | +$324K | 1.24% | 18 |
|
|
2014
Q3 | $2.7M | Buy |
54,035
+3,071
| +6% | +$153K | 1.32% | 14 |
|
|
2014
Q2 | $2.49M | Buy |
50,964
+1,348
| +3% | +$65.3K | 1.2% | 15 |
|
|
2014
Q1 | $2.36M | Buy |
49,616
+5,900
| +13% | +$279K | 1.41% | 15 |
|
|
2013
Q4 | $2.15M | Buy |
43,716
+8,631
| +25% | +$424K | 1.26% | 16 |
|
|
2013
Q3 | $1.64M | Buy |
35,085
+1,742
| +5% | +$85K | 1.06% | 18 |
|
|
2013
Q2 | $1.67M | Buy |
+33,343
| New | +$1.7M | 1.23% | 15 |
|
Other funds holding VZ
Financial Architects (New Jersey)'s VZ Position: Q2 2023 in Review
Financial Architects (New Jersey) reduced its Verizon (VZ) stake by 8.9% in Q2 2023, selling an estimated $132K and leaving 36,856 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #108.
Financial Architects (New Jersey) first reported a position in VZ in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.22M in Q4 2020. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.
- Financial Architects (New Jersey) held 36,856 shares of Verizon worth $1.37M as of Q2 2023.
- Financial Architects (New Jersey) sold 3,579 Verizon shares in Q2 2023, an estimated $132K.
- Verizon made up 0.21% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #108 holding.
- Financial Architects (New Jersey) first reported a position in Verizon in Q2 2013 and has held it in 40 quarters since.
- Financial Architects (New Jersey)'s Verizon position peaked at $4.22M in Q4 2020.
- 2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.