Pathstone Family Office’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,000
Closed -$3K 849
2021
Q1
$3K Buy
+2,000
New +$113K ﹤0.01% 651

Other funds holding VZ

Pathstone Family Office's VZ Position: Q3 2023 in Review

Pathstone Family Office increased its Verizon (VZ) stake by 60% in Q3 2023, buying an estimated $4.17M and bringing the position to 328,044 shares worth $10.6M. The position accounts for 0.08% of the portfolio, ranked #165.

Pathstone Family Office first reported a position in VZ in Q3 2014 and has held it in 33 quarters since. The position peaked at $33.7M in Q4 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Pathstone Family Office held 328,044 shares of Verizon worth $10.6M as of Q3 2023.
  • Pathstone Family Office bought 123,490 Verizon shares in Q3 2023, an estimated $4.17M.
  • Verizon made up 0.08% of Pathstone Family Office's portfolio in Q3 2023, its #165 holding.
  • Pathstone Family Office first reported a position in Verizon in Q3 2014 and has held it in 33 quarters since.
  • Pathstone Family Office's Verizon position peaked at $33.7M in Q4 2022.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.