Meristem Family Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $817K | Sell |
16,045
-604
| -4% | -$32K | 0.09% | 135 |
|
|
2021
Q4 | $865K | Sell |
16,649
-1,369
| -8% | -$71.4K | 0.07% | 156 |
|
|
2021
Q3 | $973K | Buy |
18,018
+10,469
| +139% | +$579K | 0.09% | 139 |
|
|
2021
Q2 | $423K | Sell |
7,549
-1,000
| -12% | -$57.4K | 0.07% | 186 |
|
|
2021
Q1 | $497K | Sell |
8,549
-40
| -0.5% | -$2.26K | 0.1% | 129 |
|
|
2020
Q4 | $505K | Sell |
8,589
-16
| -0.2% | -$950 | 0.11% | 120 |
|
|
2020
Q3 | $512K | Hold |
8,605
| – | – | 0.13% | 96 |
|
|
2020
Q2 | $474K | Sell |
8,605
-1,292
| -13% | -$72.7K | 0.13% | 105 |
|
|
2020
Q1 | $532K | Buy |
9,897
+531
| +6% | +$30.4K | 0.16% | 82 |
|
|
2019
Q4 | $575K | Buy |
9,366
+1,358
| +17% | +$81.9K | 0.14% | 91 |
|
|
2019
Q3 | $483K | Buy |
8,008
+2,204
| +38% | +$127K | 0.13% | 101 |
|
|
2019
Q2 | $332K | Buy |
5,804
+1,338
| +30% | +$77.1K | 0.1% | 115 |
|
|
2019
Q1 | $264K | Buy |
4,466
+15
| +0.3% | +$849 | 0.09% | 115 |
|
|
2018
Q4 | $250K | Sell |
4,451
-2,560
| -37% | -$145K | 0.09% | 106 |
|
|
2018
Q3 | $374K | Sell |
7,011
-139
| -2% | -$7.36K | 0.13% | 89 |
|
|
2018
Q2 | $360K | Buy |
7,150
+1,168
| +20% | +$56.5K | 0.13% | 88 |
|
|
2018
Q1 | $286K | Sell |
5,982
-335
| -5% | -$16.8K | 0.1% | 105 |
|
|
2017
Q4 | $334K | Hold |
6,317
| – | – | 0.12% | 84 |
|
|
2017
Q3 | $313K | Sell |
6,317
-275
| -4% | -$12.9K | 0.13% | 84 |
|
|
2017
Q2 | $294K | Hold |
6,592
| – | – | 0.12% | 83 |
|
|
2017
Q1 | $321K | Sell |
6,592
-1,874
| -22% | -$94K | 0.13% | 80 |
|
|
2016
Q4 | $452K | Sell |
8,466
-271
| -3% | -$13.5K | 0.18% | 64 |
|
|
2016
Q3 | $454K | Buy |
8,737
+3,620
| +71% | +$194K | 0.19% | 68 |
|
|
2016
Q2 | $286K | Sell |
5,117
-20
| -0.4% | -$1.04K | 0.13% | 79 |
|
|
2016
Q1 | $278K | Buy |
5,137
+125
| +2% | +$6.25K | 0.12% | 88 |
|
|
2015
Q4 | $232K | Buy |
+5,012
| New | +$228K | 0.09% | 99 |
|
|
2015
Q3 | – | Sell |
-4,844
| Closed | -$226K | – | 106 |
|
|
2015
Q2 | $226K | Hold |
4,844
| – | – | 0.1% | 99 |
|
|
2015
Q1 | $236K | Buy |
4,844
+78
| +2% | +$3.77K | 0.1% | 103 |
|
|
2014
Q4 | $223K | Hold |
4,766
| – | – | 0.08% | 105 |
|
|
2014
Q3 | $238K | Buy |
4,766
+155
| +3% | +$7.71K | 0.1% | 97 |
|
|
2014
Q2 | $226K | Sell |
4,611
-203
| -4% | -$9.84K | 0.09% | 101 |
|
|
2014
Q1 | $229K | Buy |
4,814
+79
| +2% | +$3.74K | 0.1% | 97 |
|
|
2013
Q4 | $233K | Sell |
4,735
-585
| -11% | -$28.8K | 0.1% | 107 |
|
|
2013
Q3 | $248K | Hold |
5,320
| – | – | 0.11% | 92 |
|
|
2013
Q2 | $268K | Buy |
+5,320
| New | +$272K | 0.12% | 83 |
|
Other funds holding VZ
Meristem Family Wealth's VZ Position: Q1 2022 in Review
Meristem Family Wealth reduced its Verizon (VZ) stake by 3.6% in Q1 2022, selling an estimated $32K and leaving 16,045 shares worth $817K. The position accounts for 0.09% of the portfolio, ranked #135.
Meristem Family Wealth first reported a position in VZ in Q2 2013 and has held it in 35 quarters since. The position peaked at $973K in Q3 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.
- Meristem Family Wealth held 16,045 shares of Verizon worth $817K as of Q1 2022.
- Meristem Family Wealth sold 604 Verizon shares in Q1 2022, an estimated $32K.
- Verizon made up 0.09% of Meristem Family Wealth's portfolio in Q1 2022, its #135 holding.
- Meristem Family Wealth first reported a position in Verizon in Q2 2013 and has held it in 35 quarters since.
- Meristem Family Wealth's Verizon position peaked at $973K in Q3 2021.
- 3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.