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Laurel Wealth Advisors (California)’s Verizon VZ Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$3.18M Sell
80,782
-15,079
-16% -$568K 0.31% 75
2022
Q3 		$3.64M Buy
95,861
+2,959
+3% +$132K 0.39% 65
2022
Q2 		$4.71M Sell
92,902
-3,657
-4% -$185K 0.48% 49
2022
Q1 		$4.92M Buy
96,559
+198
+0.2% +$10.5K 0.41% 58
2021
Q4 		$5.01M Buy
96,361
+18,222
+23% +$951K 0.39% 58
2021
Q3 		$4.22M Sell
78,139
-5,229
-6% -$289K 0.78% 21
2021
Q2 		$4.67M Buy
83,368
+3,361
+4% +$193K 0.61% 34
2021
Q1 		$4.65M Sell
80,007
-1,969
-2% -$111K 0.7% 30
2020
Q4 		$4.82M Buy
81,976
+634
+0.8% +$37.7K 0.71% 30
2020
Q3 		$4.84M Sell
81,342
-424
-0.5% -$24.6K 0.8% 25
2020
Q2 		$4.51M Buy
81,766
+1,664
+2% +$93.6K 0.83% 27
2020
Q1 		$4.3M Sell
80,102
-7,021
-8% -$402K 0.99% 19
2019
Q4 		$5.35M Sell
87,123
-13,150
-13% -$793K 0.9% 20
2019
Q3 		$6.05M Buy
100,273
+7,945
+9% +$458K 1.04% 14
2019
Q2 		$5.28M Buy
92,328
+1,171
+1% +$67.5K 1.16% 14
2019
Q1 		$5.39M Sell
91,157
-2,699
-3% -$153K 1.33% 8
2018
Q4 		$5.28M Sell
93,856
-1,978
-2% -$112K 1.55% 7
2018
Q3 		$5.12M Buy
95,834
+4,953
+5% +$262K 1.26% 10
2018
Q2 		$4.57M Buy
90,881
+1,643
+2% +$79.5K 1.22% 12
2018
Q1 		$4.27M Sell
89,238
-3,893
-4% -$196K 1.32% 12
2017
Q4 		$4.93M Buy
93,131
+5,221
+6% +$257K 1.42% 9
2017
Q3 		$4.35M Buy
87,910
+1,134
+1% +$53.4K 1.46% 9
2017
Q2 		$3.88M Buy
86,776
+9,730
+13% +$453K 1.38% 12
2017
Q1 		$3.76M Buy
77,046
+2,165
+3% +$109K 1.45% 12
2016
Q4 		$4M Buy
74,881
+14,793
+25% +$739K 1.77% 10
2016
Q3 		$3.12M Sell
60,088
-3,701
-6% -$199K 1.48% 12
2016
Q2 		$3.56M Sell
63,789
-1,746
-3% -$90.6K 1.71% 10
2016
Q1 		$3.54M Sell
65,535
-498
-0.8% -$24.9K 1.78% 8
2015
Q4 		$3.05M Buy
+66,033
New +$3M 1.58% 9

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VZ Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Verizon (VZ) stake by 16% in Q4 2022, selling an estimated $568K and leaving 80,782 shares worth $3.18M. The position accounts for 0.31% of the portfolio, ranked #75.

Laurel Wealth Advisors (California) first reported a position in VZ in Q4 2015 and has held it in 29 quarters since. The position peaked at $6.05M in Q3 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Laurel Wealth Advisors (California) held 80,782 shares of Verizon worth $3.18M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 15,079 Verizon shares in Q4 2022, an estimated $568K.
  • Verizon made up 0.31% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #75 holding.
  • Laurel Wealth Advisors (California) first reported a position in Verizon in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Verizon position peaked at $6.05M in Q3 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.