Kelman-Lazarov Inc’s Verizon VZ Stock Holding History

Kelman-Lazarov Inc’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
2021 Q4	–	Sell	-3,781	Closed	-$204K	–	87
2021 Q3	$204K	Buy	3,781 +80	+2%	+$4.42K	0.07%	80
2021 Q2	$207K	Hold	3,701	–	–	0.07%	83
2021 Q1	$215K	Hold	3,701	–	–	0.08%	82
2020 Q4	$217K	Buy	3,701 +50	+1%	+$2.97K	0.08%	74
2020 Q3	$217K	Hold	3,651	–	–	0.1%	69
2020 Q2	$201K	Buy	+3,651	New	+$205K	0.09%	74
2020 Q1	–	Sell	-4,651	Closed	-$286K	–	96
2019 Q4	$286K	Hold	4,651	–	–	0.13%	78
2019 Q3	$281K	Buy	+4,651	New	+$268K	0.14%	79
2017 Q1	–	Sell	-1,572	Closed	-$83.9K	–	256
2016 Q4	$83.9K	Hold	1,572	–	–	0.05%	145
2016 Q3	$80.6K	Hold	1,572	–	–	0.05%	152
2016 Q2	$88.4K	Hold	1,572	–	–	0.05%	150
2016 Q1	$85K	Buy	+1,572	New	+$78.6K	0.05%	156

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Kelman-Lazarov Inc's VZ Position: Q4 2021 in Review

Kelman-Lazarov Inc sold out of Verizon (VZ) in Q4 2021, closing a stake of 3,781 shares — an estimated $204K sold.

Kelman-Lazarov Inc first reported a position in VZ in Q1 2016 and held it in 12 quarters. The position peaked at $286K in Q4 2019. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Kelman-Lazarov Inc reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
Kelman-Lazarov Inc sold 3,781 Verizon shares in Q4 2021, an estimated $204K.
Kelman-Lazarov Inc first reported a position in Verizon in Q1 2016 and held it in 12 quarters.
Kelman-Lazarov Inc's Verizon position peaked at $286K in Q4 2019.
3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2021, filed 9 Feb 2022.