Glassman Wealth 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
Q1 | – | Sell |
-11,387
| Closed | -$429K | – | 1794 |
|
|
2023
Q4 | $429K | Buy |
11,387
+80
| +0.7% | +$2.83K | 0.06% | 97 |
|
|
2023
Q3 | $366K | Sell |
11,307
-271
| -2% | -$9.16K | 0.06% | 97 |
|
|
2023
Q2 | $431K | Sell |
11,578
-680
| -6% | -$25.2K | 0.07% | 87 |
|
|
2023
Q1 | $477K | Sell |
12,258
-1,720
| -12% | -$67.8K | 0.08% | 77 |
|
|
2022
Q4 | $551K | Buy |
13,978
+1,860
| +15% | +$70.1K | 0.1% | 72 |
|
|
2022
Q3 | $460K | Sell |
12,118
-17
| -0.1% | -$757 | 0.1% | 76 |
|
|
2022
Q2 | $616K | Sell |
12,135
-384
| -3% | -$19.4K | 0.13% | 64 |
|
|
2022
Q1 | $638K | Sell |
12,519
-33
| -0.3% | -$1.75K | 0.12% | 69 |
|
|
2021
Q4 | $652K | Buy |
12,552
+1,596
| +15% | +$83.3K | 0.12% | 64 |
|
|
2021
Q3 | $592K | Buy |
10,956
+287
| +3% | +$15.9K | 0.12% | 73 |
|
|
2021
Q2 | $598K | Sell |
10,669
-5,778
| -35% | -$332K | 0.13% | 66 |
|
|
2021
Q1 | $956K | Sell |
16,447
-820
| -5% | -$46.3K | 0.2% | 46 |
|
|
2020
Q4 | $1.01M | Buy |
17,267
+31
| +0.2% | +$1.84K | 0.23% | 43 |
|
|
2020
Q3 | $1.02M | Buy |
17,236
+1,952
| +13% | +$113K | 0.28% | 34 |
|
|
2020
Q2 | $843K | Buy |
15,284
+5,946
| +64% | +$334K | 0.26% | 36 |
|
|
2020
Q1 | $502K | Sell |
9,338
-951
| -9% | -$54.4K | 0.19% | 55 |
|
|
2019
Q4 | $632K | Buy |
10,289
+764
| +8% | +$46.1K | 0.24% | 54 |
|
|
2019
Q3 | $575K | Buy |
9,525
+225
| +2% | +$13K | 0.23% | 52 |
|
|
2019
Q2 | $531K | Buy |
9,300
+551
| +6% | +$31.7K | 0.21% | 57 |
|
|
2019
Q1 | $517K | Buy |
8,749
+1,241
| +17% | +$70.3K | 0.22% | 56 |
|
|
2018
Q4 | $422K | Buy |
7,508
+176
| +2% | +$9.99K | 0.23% | 60 |
|
|
2018
Q3 | $391K | Sell |
7,332
-6
| -0.1% | -$318 | 0.18% | 63 |
|
|
2018
Q2 | $369K | Sell |
7,338
-2,640
| -26% | -$128K | 0.18% | 58 |
|
|
2018
Q1 | $477K | Buy |
9,978
+2,182
| +28% | +$110K | 0.29% | 40 |
|
|
2017
Q4 | $413K | Buy |
7,796
+71
| +0.9% | +$3.49K | 0.25% | 41 |
|
|
2017
Q3 | $382K | Buy |
7,725
+6
| +0.1% | +$282 | 0.25% | 44 |
|
|
2017
Q2 | $345K | Buy |
7,719
+31
| +0.4% | +$1.44K | 0.23% | 50 |
|
|
2017
Q1 | $375K | Buy |
7,688
+914
| +13% | +$45.9K | 0.26% | 41 |
|
|
2016
Q4 | $362K | Sell |
6,774
-460
| -6% | -$23K | 0.26% | 39 |
|
|
2016
Q3 | $376K | Buy |
7,234
+650
| +10% | +$34.9K | 0.31% | 35 |
|
|
2016
Q2 | $368K | Buy |
6,584
+420
| +7% | +$21.8K | 0.32% | 30 |
|
|
2016
Q1 | $333K | Buy |
6,164
+20
| +0.3% | +$1K | 0.3% | 29 |
|
|
2015
Q4 | $284K | Buy |
6,144
+22
| +0.4% | +$999 | 0.26% | 42 |
|
|
2015
Q3 | $266K | Buy |
6,122
+3,484
| +132% | +$161K | 0.24% | 48 |
|
|
2015
Q2 | $123K | Buy |
2,638
+19
| +0.7% | +$930 | 0.1% | 101 |
|
|
2015
Q1 | $127K | Sell |
2,619
-428
| -14% | -$20.7K | 0.1% | 98 |
|
|
2014
Q4 | $143K | Buy |
+3,047
| New | +$149K | 0.1% | 98 |
|
Other funds holding VZ
Glassman Wealth Services's VZ Position: Q1 2024 in Review
Glassman Wealth Services sold out of Verizon (VZ) in Q1 2024, closing a stake of 11,387 shares — an estimated $429K sold.
Glassman Wealth Services first reported a position in VZ in Q4 2014 and held it in 37 quarters. The position peaked at $1.02M in Q3 2020. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.
- Glassman Wealth Services reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 11,387 Verizon shares in Q1 2024, an estimated $429K.
- Glassman Wealth Services first reported a position in Verizon in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Verizon position peaked at $1.02M in Q3 2020.
- 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.