Pinnacle Advisory Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $568K | Buy |
9,765
+1,294
| +15% | +$73K | 0.03% | 148 |
|
|
2020
Q4 | $498K | Buy |
8,471
+1,411
| +20% | +$83.8K | 0.03% | 128 |
|
|
2020
Q3 | $420K | Buy |
7,060
+69
| +1% | +$4.01K | 0.03% | 127 |
|
|
2020
Q2 | $385K | Sell |
6,991
-69
| -1% | -$3.88K | 0.03% | 130 |
|
|
2020
Q1 | $379K | Buy |
7,060
+134
| +2% | +$7.67K | 0.04% | 117 |
|
|
2019
Q4 | $425K | Buy |
6,926
+171
| +3% | +$10.3K | 0.03% | 124 |
|
|
2019
Q3 | $408K | Buy |
6,755
+63
| +0.9% | +$3.63K | 0.03% | 121 |
|
|
2019
Q2 | $382K | Buy |
6,692
+297
| +5% | +$17.1K | 0.03% | 126 |
|
|
2019
Q1 | $378K | Buy |
6,395
+200
| +3% | +$11.3K | 0.03% | 122 |
|
|
2018
Q4 | $348K | Buy |
6,195
+1,972
| +47% | +$112K | 0.03% | 119 |
|
|
2018
Q3 | $225K | Buy |
+4,223
| New | +$224K | 0.02% | 148 |
|
|
2018
Q2 | – | Sell |
-8,113
| Closed | -$388K | – | 187 |
|
|
2018
Q1 | $388K | Sell |
8,113
-7,210
| -47% | -$362K | 0.02% | 142 |
|
|
2017
Q4 | $811K | Sell |
15,323
-2,439
| -14% | -$120K | 0.05% | 97 |
|
|
2017
Q3 | $879K | Buy |
17,762
+131
| +0.7% | +$6.16K | 0.05% | 87 |
|
|
2017
Q2 | $787K | Sell |
17,631
-6,959
| -28% | -$324K | 0.05% | 87 |
|
|
2017
Q1 | $1.2M | Buy |
24,590
+8,931
| +57% | +$448K | 0.08% | 65 |
|
|
2016
Q4 | $836K | Sell |
15,659
-2,380
| -13% | -$119K | 0.06% | 76 |
|
|
2016
Q3 | $907K | Buy |
18,039
+10,154
| +129% | +$545K | 0.08% | 47 |
|
|
2016
Q2 | $440K | Sell |
7,885
-31
| -0.4% | -$1.61K | 0.03% | 76 |
|
|
2016
Q1 | $428K | Buy |
7,916
+958
| +14% | +$47.9K | 0.04% | 64 |
|
|
2015
Q4 | $321K | Sell |
6,958
-250
| -3% | -$11.4K | 0.03% | 76 |
|
|
2015
Q3 | $313K | Buy |
7,208
+212
| +3% | +$9.78K | 0.03% | 73 |
|
|
2015
Q2 | $326K | Sell |
6,996
-3,981
| -36% | -$195K | 0.03% | 69 |
|
|
2015
Q1 | $533K | Sell |
10,977
-350
| -3% | -$16.9K | 0.05% | 78 |
|
|
2014
Q4 | $529K | Sell |
11,327
-1,019
| -8% | -$49.9K | 0.05% | 79 |
|
|
2014
Q3 | $617K | Buy |
12,346
+281
| +2% | +$14K | 0.08% | 51 |
|
|
2014
Q2 | $590K | Buy |
12,065
+5,790
| +92% | +$281K | 0.07% | 56 |
|
|
2014
Q1 | $299K | Buy |
6,275
+1,014
| +19% | +$48K | 0.03% | 80 |
|
|
2013
Q4 | $258K | Sell |
5,261
-445
| -8% | -$21.9K | 0.03% | 74 |
|
|
2013
Q3 | $266K | Buy |
5,706
+628
| +12% | +$30.7K | 0.03% | 78 |
|
|
2013
Q2 | $256K | Buy |
+5,078
| New | +$259K | 0.03% | 66 |
|
Other funds holding VZ
Pinnacle Advisory Group's VZ Position: Q1 2021 in Review
Pinnacle Advisory Group increased its Verizon (VZ) stake by 15% in Q1 2021, buying an estimated $73K and bringing the position to 9,765 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #148.
Pinnacle Advisory Group first reported a position in VZ in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.2M in Q1 2017. 2,841 funds tracked by Wall St. Rank hold VZ as of Q1 2021.
- Pinnacle Advisory Group held 9,765 shares of Verizon worth $568K as of Q1 2021.
- Pinnacle Advisory Group bought 1,294 Verizon shares in Q1 2021, an estimated $73K.
- Verizon made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #148 holding.
- Pinnacle Advisory Group first reported a position in Verizon in Q2 2013 and has held it in 31 quarters since.
- Pinnacle Advisory Group's Verizon position peaked at $1.2M in Q1 2017.
- 2,841 funds tracked by Wall St. Rank held Verizon as of Q1 2021.
Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.