HWG Holdings’s Verizon VZ Stock Holding History

HWG Holdings’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
2022 Q1	$17K	Hold	330	–	–	0.01%	103
2021 Q4	$17K	Buy	+330	New	+$17.2K	0.01%	97
2021 Q2	$26K	Sell	458 -839	-65%	-$48.1K	0.01%	92
2021 Q1	$75K	Sell	1,297 -1,677	-56%	-$94.6K	0.04%	58
2020 Q4	$175K	Sell	2,974 -2,604	-47%	-$155K	0.09%	67
2020 Q3	$332K	Sell	5,578 -1,833	-25%	-$107K	0.29%	54
2020 Q2	$409K	Buy	+7,411	New	+$417K	0.33%	47
2019 Q4	$549K	Buy	8,943 +826	+10%	+$49.8K	0.45%	44
2019 Q3	$490K	Sell	8,117 -4,300	-35%	-$248K	0.45%	37
2019 Q2	$709K	Sell	12,417 -3,749	-23%	-$216K	0.69%	30
2019 Q1	$956K	Buy	16,166 +15,478	+2,250%	+$877K	0.95%	28
2018 Q4	$39K	Sell	688 -12,308	-95%	-$698K	0.08%	29
2018 Q3	$694K	Buy	12,996 +3,826	+42%	+$203K	0.47%	41
2018 Q2	$461K	Buy	+9,170	New	+$444K	0.38%	49
2016 Q3	–	Sell	-45,238	Closed	-$2.53M	–	44
2016 Q2	$2.53M	Buy	+45,238	New	+$2.35M	2.35%	19

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HWG Holdings's VZ Position: Q1 2022 in Review

HWG Holdings held its Verizon (VZ) position steady in Q1 2022 at 330 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #103.

HWG Holdings first reported a position in VZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.53M in Q2 2016. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

HWG Holdings held 330 shares of Verizon worth $17K as of Q1 2022.
HWG Holdings left its Verizon share count unchanged in Q1 2022.
Verizon made up 0.01% of HWG Holdings's portfolio in Q1 2022, its #103 holding.
HWG Holdings first reported a position in Verizon in Q2 2016 and has held it in 15 quarters since.
HWG Holdings's Verizon position peaked at $2.53M in Q2 2016.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on HWG Holdings's 13F filing for Q1 2022, filed 26 Apr 2022.