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Mosaic Family Wealth’s Verizon VZ Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$459K Buy
8,843
+409
+5% +$21.3K 0.12% 113
2021
Q3 		$456K Buy
8,434
+220
+3% +$12.2K 0.13% 109
2021
Q2 		$460K Sell
8,214
-805
-9% -$46.2K 0.13% 101
2021
Q1 		$524K Buy
9,019
+2,269
+34% +$128K 0.15% 88
2020
Q4 		$396K Buy
6,750
+953
+16% +$56.6K 0.13% 103
2020
Q3 		$345K Sell
5,797
-971
-14% -$56.4K 0.13% 101
2020
Q2 		$373K Buy
6,768
+28
+0.4% +$1.57K 0.15% 87
2020
Q1 		$362K Buy
6,740
+13
+0.2% +$744 0.18% 80
2019
Q4 		$413K Sell
6,727
-974
-13% -$58.8K 0.17% 92
2019
Q3 		$465K Buy
7,701
+127
+2% +$7.31K 0.19% 86
2019
Q2 		$433K Sell
7,574
-272
-3% -$15.7K 0.18% 89
2019
Q1 		$464K Buy
7,846
+11
+0.1% +$623 0.19% 80
2018
Q4 		$440K Sell
7,835
-55
-0.7% -$3.12K 0.18% 76
2018
Q3 		$463K Sell
7,890
-348
-4% -$18.4K 0.19% 81
2018
Q2 		$414K Sell
8,238
-197
-2% -$9.54K 0.16% 95
2018
Q1 		$403K Sell
8,435
-497
-6% -$25K 0.15% 94
2017
Q4 		$473K Sell
8,932
-16,870
-65% -$830K 0.17% 90
2017
Q3 		$1.28M Buy
25,802
+711
+3% +$33.5K 0.5% 29
2017
Q2 		$1.12M Sell
25,091
-1,605
-6% -$74.8K 0.47% 30
2017
Q1 		$1.3M Buy
26,696
+7,129
+36% +$358K 0.56% 26
2016
Q4 		$1.05M Buy
19,567
+477
+2% +$23.8K 0.48% 35
2016
Q3 		$992K Buy
19,090
+5,065
+36% +$272K 0.46% 34
2016
Q2 		$783K Sell
14,025
-3,913
-22% -$203K 0.38% 48
2016
Q1 		$970K Sell
17,938
-1,917
-10% -$95.9K 0.47% 35
2015
Q4 		$917K Buy
+19,855
New +$902K 0.41% 41

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mosaic Family Wealth's VZ Position: Q4 2021 in Review

Mosaic Family Wealth increased its Verizon (VZ) stake by 4.8% in Q4 2021, buying an estimated $21.3K and bringing the position to 8,843 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #113.

Mosaic Family Wealth first reported a position in VZ in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.3M in Q1 2017. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Mosaic Family Wealth held 8,843 shares of Verizon worth $459K as of Q4 2021.
  • Mosaic Family Wealth bought 409 Verizon shares in Q4 2021, an estimated $21.3K.
  • Verizon made up 0.12% of Mosaic Family Wealth's portfolio in Q4 2021, its #113 holding.
  • Mosaic Family Wealth first reported a position in Verizon in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Verizon position peaked at $1.3M in Q1 2017.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.