Paradigm Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $212K | Hold |
4,076
| – | – | 0.05% | 200 |
|
|
2021
Q3 | $220K | Sell |
4,076
-400
| -9% | -$22.1K | 0.05% | 197 |
|
|
2021
Q2 | $251K | Sell |
4,476
-196
| -4% | -$11.2K | 0.06% | 181 |
|
|
2021
Q1 | $272K | Hold |
4,672
| – | – | 0.07% | 157 |
|
|
2020
Q4 | $274K | Sell |
4,672
-886
| -16% | -$52.6K | 0.07% | 131 |
|
|
2020
Q3 | $331K | Sell |
5,558
-1,020
| -16% | -$59.3K | 0.09% | 95 |
|
|
2020
Q2 | $363K | Sell |
6,578
-1,368
| -17% | -$77K | 0.12% | 85 |
|
|
2020
Q1 | $427K | Sell |
7,946
-1,393
| -15% | -$79.7K | 0.16% | 83 |
|
|
2019
Q4 | $573K | Buy |
9,339
+240
| +3% | +$14.5K | 0.2% | 79 |
|
|
2019
Q3 | $549K | Buy |
9,099
+1,595
| +21% | +$91.9K | 0.21% | 74 |
|
|
2019
Q2 | $429K | Sell |
7,504
-389
| -5% | -$22.4K | 0.16% | 84 |
|
|
2019
Q1 | $467K | Buy |
7,893
+1,593
| +25% | +$90.2K | 0.18% | 75 |
|
|
2018
Q4 | $354K | Sell |
6,300
-1,138
| -15% | -$64.6K | 0.16% | 84 |
|
|
2018
Q3 | $397K | Buy |
7,438
+10
| +0.1% | +$529 | 0.16% | 86 |
|
|
2018
Q2 | $373K | Sell |
7,428
-706
| -9% | -$34.2K | 0.16% | 85 |
|
|
2018
Q1 | $389K | Sell |
8,134
-286
| -3% | -$14.4K | 0.17% | 85 |
|
|
2017
Q4 | $445K | Sell |
8,420
-766
| -8% | -$37.7K | 0.2% | 70 |
|
|
2017
Q3 | $454K | Sell |
9,186
-646
| -7% | -$30.4K | 0.22% | 73 |
|
|
2017
Q2 | $439K | Buy |
9,832
+296
| +3% | +$13.8K | 0.22% | 66 |
|
|
2017
Q1 | $464K | Buy |
9,536
+4
| +0% | +$201 | 0.24% | 66 |
|
|
2016
Q4 | $508K | Buy |
9,532
+1,488
| +18% | +$74.4K | 0.28% | 63 |
|
|
2016
Q3 | $418K | Buy |
8,044
+36
| +0.4% | +$1.93K | 0.25% | 62 |
|
|
2016
Q2 | $447K | Hold |
8,008
| – | – | 0.27% | 59 |
|
|
2016
Q1 | $433K | Sell |
8,008
-20
| -0.2% | -$1K | 0.17% | 56 |
|
|
2015
Q4 | $371K | Sell |
8,028
-155
| -2% | -$7.04K | 0.23% | 63 |
|
|
2015
Q3 | $356K | Buy |
8,183
+353
| +5% | +$16.3K | 0.23% | 69 |
|
|
2015
Q2 | $364K | Hold |
7,830
| – | – | 0.27% | 68 |
|
|
2015
Q1 | $380K | Buy |
7,830
+541
| +7% | +$26.1K | 0.29% | 66 |
|
|
2014
Q4 | $340K | Hold |
7,289
| – | – | 0.28% | 67 |
|
|
2014
Q3 | $364K | Buy |
7,289
+404
| +6% | +$20.1K | 0.31% | 62 |
|
|
2014
Q2 | $336K | Buy |
6,885
+2,609
| +61% | +$126K | 0.29% | 65 |
|
|
2014
Q1 | $203K | Hold |
4,276
| – | – | 0.19% | 72 |
|
|
2013
Q4 | $210K | Buy |
+4,276
| New | +$210K | 0.21% | 74 |
|
Other funds holding VZ
Paradigm Financial Advisors's VZ Position: Q4 2021 in Review
Paradigm Financial Advisors held its Verizon (VZ) position steady in Q4 2021 at 4,076 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #200.
Paradigm Financial Advisors first reported a position in VZ in Q4 2013 and has held it in 33 quarters since. The position peaked at $573K in Q4 2019. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.
- Paradigm Financial Advisors held 4,076 shares of Verizon worth $212K as of Q4 2021.
- Paradigm Financial Advisors left its Verizon share count unchanged in Q4 2021.
- Verizon made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #200 holding.
- Paradigm Financial Advisors first reported a position in Verizon in Q4 2013 and has held it in 33 quarters since.
- Paradigm Financial Advisors's Verizon position peaked at $573K in Q4 2019.
- 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.
Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.