Lathrop Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,467
| Closed | -$213K | – | 87 |
|
|
2023
Q1 | $213K | Buy |
5,467
+1
| +0% | +$39 | 0.05% | 80 |
|
|
2022
Q4 | $215K | Buy |
5,466
+3
| +0.1% | +$113 | 0.05% | 79 |
|
|
2022
Q3 | $207K | Buy |
5,463
+1
| +0% | +$45 | 0.05% | 67 |
|
|
2022
Q2 | $277K | Hold |
5,462
| – | – | 0.07% | 64 |
|
|
2022
Q1 | $278K | Buy |
5,462
+198
| +4% | +$10.5K | 0.06% | 66 |
|
|
2021
Q4 | $274K | Buy |
5,264
+575
| +12% | +$30K | 0.05% | 65 |
|
|
2021
Q3 | $253K | Sell |
4,689
-220
| -4% | -$12.2K | 0.05% | 60 |
|
|
2021
Q2 | $275K | Sell |
4,909
-335
| -6% | -$19.2K | 0.06% | 62 |
|
|
2021
Q1 | $305K | Buy |
5,244
+100
| +2% | +$5.64K | 0.07% | 59 |
|
|
2020
Q4 | $302K | Buy |
5,144
+260
| +5% | +$15.4K | 0.07% | 60 |
|
|
2020
Q3 | $291K | Hold |
4,884
| – | – | 0.08% | 62 |
|
|
2020
Q2 | $269K | Sell |
4,884
-6,667
| -58% | -$375K | 0.08% | 60 |
|
|
2020
Q1 | $621K | Sell |
11,551
-100
| -0.9% | -$5.72K | 0.22% | 43 |
|
|
2019
Q4 | $715K | Hold |
11,651
| – | – | 0.19% | 38 |
|
|
2019
Q3 | $703K | Buy |
11,651
+6,812
| +141% | +$392K | 0.19% | 36 |
|
|
2019
Q2 | $276K | Hold |
4,839
| – | – | 0.08% | 55 |
|
|
2019
Q1 | $286K | Buy |
4,839
+306
| +7% | +$17.3K | 0.09% | 54 |
|
|
2018
Q4 | $255K | Buy |
4,533
+520
| +13% | +$29.5K | 0.09% | 54 |
|
|
2018
Q3 | $214K | Sell |
4,013
-199
| -5% | -$10.5K | 0.06% | 61 |
|
|
2018
Q2 | $212K | Buy |
4,212
+2
| +0% | +$97 | 0.06% | 62 |
|
|
2018
Q1 | $201K | Buy |
4,210
+401
| +11% | +$20.2K | 0.06% | 58 |
|
|
2017
Q4 | $202K | Buy |
+3,809
| New | +$187K | 0.06% | 62 |
|
|
2017
Q1 | – | Sell |
-4,651
| Closed | -$248K | – | 62 |
|
|
2016
Q4 | $248K | Sell |
4,651
-4,694
| -50% | -$235K | 0.07% | 54 |
|
|
2016
Q3 | $504K | Buy |
9,345
+4,650
| +99% | +$250K | 0.08% | 56 |
|
|
2016
Q2 | $262K | Buy |
4,695
+1
| +0% | +$52 | 0.08% | 55 |
|
|
2016
Q1 | $254K | Sell |
4,694
-610
| -12% | -$30.5K | 0.08% | 52 |
|
|
2015
Q4 | $245K | Buy |
5,304
+17
| +0.3% | +$772 | 0.08% | 51 |
|
|
2015
Q3 | $230K | Buy |
5,287
+1
| +0% | +$46 | 0.08% | 53 |
|
|
2015
Q2 | $246K | Buy |
5,286
+987
| +23% | +$48.3K | 0.08% | 54 |
|
|
2015
Q1 | $209K | Buy |
+4,299
| New | +$207K | 0.07% | 55 |
|
|
2014
Q4 | – | Sell |
-4,480
| Closed | -$224K | – | 57 |
|
|
2014
Q3 | $224K | Sell |
4,480
-835
| -16% | -$41.5K | 0.09% | 50 |
|
|
2014
Q2 | $260K | Buy |
5,315
+1
| +0% | +$48 | 0.1% | 50 |
|
|
2014
Q1 | $253K | Buy |
5,314
+231
| +5% | +$10.9K | 0.1% | 51 |
|
|
2013
Q4 | $250K | Hold |
5,083
| – | – | 0.11% | 51 |
|
|
2013
Q3 | $237K | Buy |
5,083
+210
| +4% | +$10.3K | 0.11% | 46 |
|
|
2013
Q2 | $245K | Buy |
+4,873
| New | +$249K | 0.12% | 43 |
|
Other funds holding VZ
Lathrop Investment Management's VZ Position: Q2 2023 in Review
Lathrop Investment Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,467 shares — an estimated $213K sold.
Lathrop Investment Management first reported a position in VZ in Q2 2013 and held it in 36 quarters. The position peaked at $715K in Q4 2019. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.
- Lathrop Investment Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
- Lathrop Investment Management sold 5,467 Verizon shares in Q2 2023, an estimated $213K.
- Lathrop Investment Management first reported a position in Verizon in Q2 2013 and held it in 36 quarters.
- Lathrop Investment Management's Verizon position peaked at $715K in Q4 2019.
- 2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.
Based on Lathrop Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.