Miller 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
Q4 | – | Sell |
-37,495
| Closed | -$1.22M | – | 104 |
|
|
2023
Q3 | $1.22M | Hold |
37,495
| – | – | 0.19% | 54 |
|
|
2023
Q2 | $1.39M | Hold |
37,495
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $1.46M | Hold |
37,495
| – | – | 0.24% | 46 |
|
|
2022
Q4 | $1.48M | Hold |
37,495
| – | – | 0.25% | 47 |
|
|
2022
Q3 | $1.42M | Hold |
37,495
| – | – | 0.3% | 46 |
|
|
2022
Q2 | $1.9M | Hold |
37,495
| – | – | 0.39% | 34 |
|
|
2022
Q1 | $1.91M | Hold |
37,495
| – | – | 0.3% | 40 |
|
|
2021
Q4 | $1.95M | Sell |
37,495
-1,470
| -4% | -$76.7K | 0.28% | 41 |
|
|
2021
Q3 | $2.1M | Hold |
38,965
| – | – | 0.36% | 32 |
|
|
2021
Q2 | $2.18M | Hold |
38,965
| – | – | 0.38% | 26 |
|
|
2021
Q1 | $2.27M | Hold |
38,965
| – | – | 0.42% | 26 |
|
|
2020
Q4 | $2.29M | Hold |
38,965
| – | – | 0.43% | 27 |
|
|
2020
Q3 | $2.32M | Hold |
38,965
| – | – | 0.57% | 17 |
|
|
2020
Q2 | $2.15M | Hold |
38,965
| – | – | 0.63% | 15 |
|
|
2020
Q1 | $2.09M | Hold |
38,965
| – | – | 0.67% | 12 |
|
|
2019
Q4 | $2.39M | Hold |
38,965
| – | – | 0.53% | 20 |
|
|
2019
Q3 | $2.35M | Hold |
38,965
| – | – | 0.53% | 19 |
|
|
2019
Q2 | $2.23M | Hold |
38,965
| – | – | 0.51% | 21 |
|
|
2019
Q1 | $2.3M | Hold |
38,965
| – | – | 0.61% | 16 |
|
|
2018
Q4 | $2.19M | Hold |
38,965
| – | – | 0.64% | 16 |
|
|
2018
Q3 | $2.08M | Hold |
38,965
| – | – | 0.63% | 20 |
|
|
2018
Q2 | $1.96M | Hold |
38,965
| – | – | 0.59% | 21 |
|
|
2018
Q1 | $1.86M | Hold |
38,965
| – | – | 0.61% | 24 |
|
|
2017
Q4 | $2.06M | Hold |
38,965
| – | – | 0.63% | 22 |
|
|
2017
Q3 | $1.93M | Hold |
38,965
| – | – | 0.62% | 22 |
|
|
2017
Q2 | $1.74M | Hold |
38,965
| – | – | 0.62% | 24 |
|
|
2017
Q1 | $1.9M | Buy |
38,965
+3,605
| +10% | +$181K | 0.69% | 23 |
|
|
2016
Q4 | $1.89M | Hold |
35,360
| – | – | 0.61% | 19 |
|
|
2016
Q3 | $1.84M | Sell |
35,360
-1,326
| -4% | -$71.2K | 0.66% | 17 |
|
|
2016
Q2 | $2.05M | Hold |
36,686
| – | – | 0.79% | 12 |
|
|
2016
Q1 | $1.98M | Hold |
36,686
| – | – | 0.87% | 9 |
|
|
2015
Q4 | $1.7M | Hold |
36,686
| – | – | 0.65% | 18 |
|
|
2015
Q3 | $1.6M | Hold |
36,686
| – | – | 0.65% | 20 |
|
|
2015
Q2 | $1.71M | Sell |
36,686
-158
| -0.4% | -$7.73K | 0.64% | 19 |
|
|
2015
Q1 | $1.79M | Hold |
36,844
| – | – | 0.65% | 16 |
|
|
2014
Q4 | $1.72M | Hold |
36,844
| – | – | 0.66% | 23 |
|
|
2014
Q3 | $1.84M | Hold |
36,844
| – | – | 0.89% | 12 |
|
|
2014
Q2 | $1.8M | Sell |
36,844
-750
| -2% | -$36.3K | 0.8% | 13 |
|
|
2014
Q1 | $1.79M | Buy |
+37,594
| New | +$1.78M | 1% | 28 |
|
Other funds holding VZ
Miller Investment Management's VZ Position: Q4 2023 in Review
Miller Investment Management sold out of Verizon (VZ) in Q4 2023, closing a stake of 37,495 shares — an estimated $1.22M sold.
Miller Investment Management first reported a position in VZ in Q1 2014 and held it in 39 quarters. The position peaked at $2.39M in Q4 2019. 2,826 funds tracked by Wall St. Rank hold VZ as of Q4 2023.
- Miller Investment Management reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
- Miller Investment Management sold 37,495 Verizon shares in Q4 2023, an estimated $1.22M.
- Miller Investment Management first reported a position in Verizon in Q1 2014 and held it in 39 quarters.
- Miller Investment Management's Verizon position peaked at $2.39M in Q4 2019.
- 2,826 funds tracked by Wall St. Rank held Verizon as of Q4 2023.
Based on Miller Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.