Polaris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Buy |
+9,750
| New | +$329K | 0.02% | 143 |
|
|
2023
Q2 | – | Sell |
-13,083
| Closed | -$509K | – | 197 |
|
|
2023
Q1 | $509K | Sell |
13,083
-335,265
| -96% | -$13.2M | 0.04% | 133 |
|
|
2022
Q4 | $14.3M | Buy |
348,348
+336,639
| +2,875% | +$12.7M | 1.07% | 35 |
|
|
2022
Q3 | $429K | Sell |
11,709
-450,677
| -97% | -$20.1M | 0.04% | 122 |
|
|
2022
Q2 | $23.5M | Sell |
462,386
-312,711
| -40% | -$15.8M | 1.88% | 23 |
|
|
2022
Q1 | $40.8M | Buy |
775,097
+766,055
| +8,472% | +$40.6M | 2.73% | 8 |
|
|
2021
Q4 | $470K | Hold |
9,042
| – | – | 0.03% | 130 |
|
|
2021
Q3 | $487K | Sell |
9,042
-544
| -6% | -$30.1K | 0.03% | 120 |
|
|
2021
Q2 | $540K | Sell |
9,586
-954
| -9% | -$54.7K | 0.03% | 117 |
|
|
2021
Q1 | $606K | Buy |
10,540
+1,546
| +17% | +$87.2K | 0.04% | 115 |
|
|
2020
Q4 | $520K | Hold |
8,994
| – | – | 0.04% | 117 |
|
|
2020
Q3 | $537K | Sell |
8,994
-1,592
| -15% | -$92.5K | 0.05% | 108 |
|
|
2020
Q2 | $579K | Buy |
10,586
+344
| +3% | +$19.4K | 0.05% | 102 |
|
|
2020
Q1 | $550K | Buy |
10,242
+2,012
| +24% | +$115K | 0.06% | 91 |
|
|
2019
Q4 | $491K | Sell |
8,230
-812
| -9% | -$49K | 0.03% | 113 |
|
|
2019
Q3 | $533K | Buy |
9,042
+2,833
| +46% | +$163K | 0.04% | 113 |
|
|
2019
Q2 | $352K | Buy |
6,209
+688
| +12% | +$39.6K | 0.03% | 117 |
|
|
2019
Q1 | $326K | Sell |
5,521
-12,187
| -69% | -$690K | 0.02% | 129 |
|
|
2018
Q4 | $996K | Buy |
17,708
+6,114
| +53% | +$347K | 0.09% | 87 |
|
|
2018
Q3 | $619K | Buy |
11,594
+11,060
| +2,071% | +$585K | 0.04% | 103 |
|
|
2018
Q2 | $26K | Sell |
534
-4,122
| -89% | -$200K | ﹤0.01% | 161 |
|
|
2018
Q1 | $223K | Buy |
4,656
+128
| +3% | +$6.43K | 0.02% | 131 |
|
|
2017
Q4 | $240K | Sell |
4,528
-385
| -8% | -$18.9K | 0.02% | 128 |
|
|
2017
Q3 | $243K | Buy |
4,913
+18
| +0.4% | +$847 | 0.02% | 130 |
|
|
2017
Q2 | $219K | Buy |
+4,895
| New | +$228K | 0.02% | 119 |
|
|
2016
Q3 | – | Sell |
-3,912
| Closed | -$218K | – | 121 |
|
|
2016
Q2 | $218K | Sell |
3,912
-229,295
| -98% | -$11.9M | 0.03% | 92 |
|
|
2016
Q1 | $12.6M | Buy |
233,207
+219,532
| +1,605% | +$11M | 1.97% | 24 |
|
|
2015
Q4 | $632K | Buy |
13,675
+6,321
| +86% | +$287K | 0.1% | 72 |
|
|
2015
Q3 | $320K | Buy |
+7,354
| New | +$339K | 0.07% | 62 |
|
|
2014
Q4 | – | Sell |
-5,621
| Closed | -$281K | – | 88 |
|
|
2014
Q3 | $281K | Sell |
5,621
-41,456
| -88% | -$2.06M | 0.06% | 66 |
|
|
2014
Q2 | $2.3M | Buy |
47,077
+44,456
| +1,696% | +$2.15M | 0.51% | 41 |
|
|
2014
Q1 | $125K | Hold |
2,621
| – | – | 0.03% | 81 |
|
|
2013
Q4 | $129K | Hold |
2,621
| – | – | 0.03% | 84 |
|
|
2013
Q3 | $122K | Hold |
2,621
| – | – | 0.04% | 68 |
|
|
2013
Q2 | $132K | Buy |
+2,621
| New | +$134K | 0.05% | 65 |
|
Other funds holding VZ
Polaris Wealth Advisory Group's VZ Position: Q3 2023 in Review
Polaris Wealth Advisory Group opened a new position in Verizon (VZ) in Q3 2023: 9,750 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in VZ as recently as Q1 2023.
Polaris Wealth Advisory Group first reported a position in VZ in Q2 2013 and has held it in 35 quarters since. The position peaked at $40.8M in Q1 2022. 2,608 funds tracked by Wall St. Rank hold VZ as of Q3 2023.
- Polaris Wealth Advisory Group held 9,750 shares of Verizon worth $316K as of Q3 2023.
- Verizon was a new Polaris Wealth Advisory Group position in Q3 2023.
- Verizon made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #143 holding.
- Polaris Wealth Advisory Group first reported a position in Verizon in Q2 2013 and has held it in 35 quarters since.
- Polaris Wealth Advisory Group's Verizon position peaked at $40.8M in Q1 2022.
- 2,608 funds tracked by Wall St. Rank held Verizon as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.