Institutional & Family Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.62M | Sell |
111,984
-1,839
| -2% | -$74.1K | 0.71% | 40 |
|
|
2024
Q1 | $4.78M | Buy |
113,823
+11,356
| +11% | +$458K | 0.76% | 37 |
|
|
2023
Q4 | $3.86M | Sell |
102,467
-29,598
| -22% | -$1.05M | 0.64% | 56 |
|
|
2023
Q3 | $4.28M | Buy |
132,065
+106,775
| +422% | +$3.61M | 0.7% | 47 |
|
|
2023
Q2 | $941K | Buy |
25,290
+535
| +2% | +$19.8K | 0.15% | 98 |
|
|
2023
Q1 | $963K | Buy |
24,755
+21,795
| +736% | +$860K | 0.16% | 95 |
|
|
2022
Q4 | $117K | Sell |
2,960
-18,840
| -86% | -$710K | 0.02% | 159 |
|
|
2022
Q3 | $828K | Buy |
21,800
+116
| +0.5% | +$5.17K | 0.15% | 92 |
|
|
2022
Q2 | $1.1M | Buy |
21,684
+606
| +3% | +$30.7K | 0.19% | 83 |
|
|
2022
Q1 | $1.07M | Buy |
21,078
+34
| +0.2% | +$1.8K | 0.17% | 92 |
|
|
2021
Q4 | $1.09M | Buy |
21,044
+557
| +3% | +$29.1K | 0.17% | 92 |
|
|
2021
Q3 | $1.11M | Buy |
20,487
+1,702
| +9% | +$94.1K | 0.18% | 91 |
|
|
2021
Q2 | $1.05M | Buy |
18,785
+594
| +3% | +$34.1K | 0.17% | 93 |
|
|
2021
Q1 | $1.06M | Buy |
18,191
+9,765
| +116% | +$551K | 0.2% | 89 |
|
|
2020
Q4 | $495K | Sell |
8,426
-256
| -3% | -$15.2K | 0.1% | 117 |
|
|
2020
Q3 | $516K | Buy |
8,682
+1,608
| +23% | +$93.4K | 0.12% | 106 |
|
|
2020
Q2 | $390K | Sell |
7,074
-976
| -12% | -$54.9K | 0.08% | 122 |
|
|
2020
Q1 | $433K | Sell |
8,050
-311
| -4% | -$17.8K | 0.1% | 111 |
|
|
2019
Q4 | $513K | Buy |
8,361
+1,180
| +16% | +$71.2K | 0.11% | 119 |
|
|
2019
Q3 | $433K | Sell |
7,181
-183
| -2% | -$10.5K | 0.1% | 122 |
|
|
2019
Q2 | $421K | Buy |
7,364
+490
| +7% | +$28.2K | 0.09% | 122 |
|
|
2019
Q1 | $406K | Sell |
6,874
-1,792
| -21% | -$101K | 0.09% | 128 |
|
|
2018
Q4 | $487K | Buy |
8,666
+1,465
| +20% | +$83.1K | 0.11% | 110 |
|
|
2018
Q3 | $384K | Sell |
7,201
-437
| -6% | -$23.1K | 0.08% | 137 |
|
|
2018
Q2 | $384K | Sell |
7,638
-127
| -2% | -$6.15K | 0.08% | 130 |
|
|
2018
Q1 | $371K | Sell |
7,765
-761
| -9% | -$38.2K | 0.08% | 128 |
|
|
2017
Q4 | $451K | Sell |
8,526
-11,043
| -56% | -$543K | 0.09% | 118 |
|
|
2017
Q3 | $968K | Sell |
19,569
-583
| -3% | -$27.4K | 0.19% | 86 |
|
|
2017
Q2 | $900K | Sell |
20,152
-49,316
| -71% | -$2.3M | 0.22% | 68 |
|
|
2017
Q1 | $3.39M | Sell |
69,468
-1,375
| -2% | -$69K | 1.05% | 51 |
|
|
2016
Q4 | $3.78M | Buy |
70,843
+2,106
| +3% | +$105K | 1.19% | 35 |
|
|
2016
Q3 | $3.57M | Buy |
68,737
+4,909
| +8% | +$263K | 1.19% | 35 |
|
|
2016
Q2 | $3.56M | Buy |
63,828
+3,279
| +5% | +$170K | 1.24% | 18 |
|
|
2016
Q1 | $2.8M | Sell |
60,549
-140
| -0.2% | -$7K | 1.05% | 26 |
|
|
2015
Q4 | $2.81M | Buy |
+60,689
| New | +$2.76M | 1.05% | 26 |
|
Other funds holding VZ
Institutional & Family Asset Management's VZ Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its Verizon (VZ) stake by 1.6% in Q2 2024, selling an estimated $74.1K and leaving 111,984 shares worth $4.62M. The position accounts for 0.71% of the portfolio, ranked #40.
Institutional & Family Asset Management first reported a position in VZ in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.78M in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.
- Institutional & Family Asset Management held 111,984 shares of Verizon worth $4.62M as of Q2 2024.
- Institutional & Family Asset Management sold 1,839 Verizon shares in Q2 2024, an estimated $74.1K.
- Verizon made up 0.71% of Institutional & Family Asset Management's portfolio in Q2 2024, its #40 holding.
- Institutional & Family Asset Management first reported a position in Verizon in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's Verizon position peaked at $4.78M in Q1 2024.
- 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.