Minot Wealth Management’s Verizon VZ Stock Holding History

Minot 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	$650K	Sell	12,800 -378	-3%	-$19.1K	0.17%	99
2022 Q1	$671K	Buy	13,178 +1,135	+9%	+$60.1K	0.14%	106
2021 Q4	$626K	Sell	12,043 -804	-6%	-$41.9K	0.12%	116
2021 Q3	$694K	Buy	12,847 +1,983	+18%	+$110K	0.15%	106
2021 Q2	$609K	Sell	10,864 -13,561	-56%	-$778K	0.13%	112
2021 Q1	$1.42M	Sell	24,425 -2,001	-8%	-$113K	0.36%	72
2020 Q4	$1.55M	Buy	26,426 +6,473	+32%	+$384K	0.46%	59
2020 Q3	$1.19M	Sell	19,953 -3,037	-13%	-$176K	0.45%	65
2020 Q2	$1.27M	Buy	22,990 +12,637	+122%	+$711K	0.63%	55
2020 Q1	$556K	Buy	10,353 +5,991	+137%	+$343K	0.4%	66
2019 Q4	$264K	Buy	+4,362	New	+$263K	0.12%	117

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

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

Minot Wealth Management reduced its Verizon (VZ) stake by 2.9% in Q2 2022, selling an estimated $19.1K and leaving 12,800 shares worth $650K. The position accounts for 0.17% of the portfolio, ranked #99.

Minot Wealth Management first reported a position in VZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2020. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Minot Wealth Management held 12,800 shares of Verizon worth $650K as of Q2 2022.
Minot Wealth Management sold 378 Verizon shares in Q2 2022, an estimated $19.1K.
Verizon made up 0.17% of Minot Wealth Management's portfolio in Q2 2022, its #99 holding.
Minot Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Verizon position peaked at $1.55M in Q4 2020.
2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.