Loveless Wealth Management’s Verizon VZ Stock Holding History

Loveless Wealth Management’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 Q2	$1.33M	Hold	26,181	–	–	0.87%	39
2022 Q1	$1.33M	Buy	26,181 +200	+0.8%	+$10.6K	0.75%	47
2021 Q4	$1.35M	Buy	25,981 +775	+3%	+$40.4K	0.74%	46
2021 Q3	$1.36M	Buy	25,206 +4,070	+19%	+$225K	0.83%	45
2021 Q2	$1.18M	Buy	21,136 +5,245	+33%	+$301K	0.72%	51
2021 Q1	$924K	Buy	15,891 +2,435	+18%	+$137K	0.61%	58
2020 Q4	$791K	Buy	13,456 +2,320	+21%	+$138K	0.58%	60
2020 Q3	$662K	Hold	11,136	–	–	0.56%	61
2020 Q2	$614K	Hold	11,136	–	–	0.57%	59
2020 Q1	$598K	Hold	11,136	–	–	0.7%	51
2019 Q4	$673K	Buy	+11,136	New	+$672K	0.58%	59

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Loveless Wealth Management's VZ Position: Q2 2022 in Review

Loveless Wealth Management held its Verizon (VZ) position steady in Q2 2022 at 26,181 shares worth $1.33M. The position accounts for 0.87% of the portfolio, ranked #39.

Loveless Wealth Management first reported a position in VZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2021. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Loveless Wealth Management held 26,181 shares of Verizon worth $1.33M as of Q2 2022.
Loveless Wealth Management left its Verizon share count unchanged in Q2 2022.
Verizon made up 0.87% of Loveless Wealth Management's portfolio in Q2 2022, its #39 holding.
Loveless Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Verizon position peaked at $1.36M in Q3 2021.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.