First Personal Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.09M | Buy |
91,092
+250
| +0.3% | +$10.4K | 0.87% | 40 |
|
|
2024
Q2 | $3.75M | Buy |
90,842
+662
| +0.7% | +$26.7K | 0.85% | 40 |
|
|
2024
Q1 | $3.78M | Buy |
90,180
+5,686
| +7% | +$229K | 0.88% | 42 |
|
|
2023
Q4 | $3.19M | Sell |
84,494
-3,804
| -4% | -$135K | 0.78% | 45 |
|
|
2023
Q3 | $2.86M | Sell |
88,298
-3,265
| -4% | -$110K | 0.74% | 44 |
|
|
2023
Q2 | $3.41M | Buy |
91,563
+9,115
| +11% | +$337K | 0.85% | 42 |
|
|
2023
Q1 | $3.21M | Buy |
82,448
+2,949
| +4% | +$116K | 0.83% | 42 |
|
|
2022
Q4 | $3.13M | Sell |
79,499
-6,716
| -8% | -$253K | 0.85% | 43 |
|
|
2022
Q3 | $3.27M | Buy |
86,215
+2,492
| +3% | +$111K | 0.95% | 41 |
|
|
2022
Q2 | $4.25M | Buy |
83,723
+1,715
| +2% | +$86.8K | 1.19% | 36 |
|
|
2022
Q1 | $4.18M | Buy |
82,008
+2,329
| +3% | +$123K | 0.97% | 42 |
|
|
2021
Q4 | $4.14M | Sell |
79,679
-1,783
| -2% | -$93K | 0.93% | 44 |
|
|
2021
Q3 | $4.4M | Buy |
81,462
+6,521
| +9% | +$361K | 1.09% | 42 |
|
|
2021
Q2 | $4.2M | Buy |
74,941
+4,777
| +7% | +$274K | 1.07% | 42 |
|
|
2021
Q1 | $4.08M | Buy |
70,164
+9,830
| +16% | +$555K | 1.12% | 39 |
|
|
2020
Q4 | $3.54M | Buy |
60,334
+1,453
| +2% | +$86.3K | 1.01% | 42 |
|
|
2020
Q3 | $3.5M | Sell |
58,881
-29,668
| -34% | -$1.72M | 1.11% | 40 |
|
|
2020
Q2 | $4.88M | Sell |
88,549
-2,685
| -3% | -$151K | 1.67% | 21 |
|
|
2020
Q1 | $4.9M | Buy |
91,234
+4,882
| +6% | +$279K | 1.89% | 19 |
|
|
2019
Q4 | $5.3M | Sell |
86,352
-2,786
| -3% | -$168K | 1.72% | 24 |
|
|
2019
Q3 | $5.38M | Sell |
89,138
-105
| -0.1% | -$6.05K | 1.67% | 23 |
|
|
2019
Q2 | $5.1M | Buy |
89,243
+19,496
| +28% | +$1.12M | 1.46% | 26 |
|
|
2019
Q1 | $4.12M | Buy |
69,747
+3,938
| +6% | +$223K | 1.26% | 32 |
|
|
2018
Q4 | $3.7M | Buy |
65,809
+922
| +1% | +$52.3K | 1.28% | 31 |
|
|
2018
Q3 | $3.46M | Sell |
64,887
-1,022
| -2% | -$54.1K | 1.09% | 36 |
|
|
2018
Q2 | $3.32M | Sell |
65,909
-10,199
| -13% | -$494K | 1.11% | 34 |
|
|
2018
Q1 | $3.64M | Sell |
76,108
-22,099
| -23% | -$1.11M | 0.8% | 39 |
|
|
2017
Q4 | $5.2M | Buy |
98,207
+13,690
| +16% | +$673K | 1.01% | 32 |
|
|
2017
Q3 | $4.18M | Buy |
84,517
+8,436
| +11% | +$397K | 0.88% | 43 |
|
|
2017
Q2 | $3.4M | Buy |
76,081
+29,367
| +63% | +$1.37M | 0.74% | 48 |
|
|
2017
Q1 | $2.28M | Buy |
46,714
+456
| +1% | +$22.9K | 0.55% | 63 |
|
|
2016
Q4 | $2.47M | Sell |
46,258
-3,723
| -7% | -$186K | 0.65% | 55 |
|
|
2016
Q3 | $2.6M | Buy |
49,981
+1,014
| +2% | +$54.4K | 0.76% | 50 |
|
|
2016
Q2 | $2.73M | Buy |
48,967
+7,862
| +19% | +$408K | 0.93% | 39 |
|
|
2016
Q1 | $2.22M | Sell |
41,105
-996
| -2% | -$49.8K | 1.1% | 35 |
|
|
2015
Q4 | $1.95M | Buy |
42,101
+4,366
| +12% | +$198K | 1.1% | 35 |
|
|
2015
Q3 | $1.64M | Buy |
37,735
+319
| +0.9% | +$14.7K | 0.99% | 37 |
|
|
2015
Q2 | $1.74M | Buy |
37,416
+2,275
| +6% | +$111K | 1.04% | 35 |
|
|
2015
Q1 | $1.71M | Buy |
35,141
+984
| +3% | +$47.5K | 1.04% | 34 |
|
|
2014
Q4 | $1.6M | Buy |
+34,157
| New | +$1.67M | 0.94% | 39 |
|
Other funds holding VZ
First Personal Financial Services's VZ Position: Q3 2024 in Review
First Personal Financial Services increased its Verizon (VZ) stake by 0.28% in Q3 2024, buying an estimated $10.4K and bringing the position to 91,092 shares worth $4.09M. The position accounts for 0.87% of the portfolio, ranked #40.
First Personal Financial Services first reported a position in VZ in Q4 2014 and has held it in 40 quarters since. The position peaked at $5.38M in Q3 2019. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.
- First Personal Financial Services held 91,092 shares of Verizon worth $4.09M as of Q3 2024.
- First Personal Financial Services bought 250 Verizon shares in Q3 2024, an estimated $10.4K.
- Verizon made up 0.87% of First Personal Financial Services's portfolio in Q3 2024, its #40 holding.
- First Personal Financial Services first reported a position in Verizon in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Verizon position peaked at $5.38M in Q3 2019.
- 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.