Rational Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,508
| Closed | -$227K | – | 201 |
|
|
2024
Q2 | $227K | Buy |
5,508
+3,052
| +124% | +$123K | 0.02% | 108 |
|
|
2024
Q1 | $103K | Sell |
2,456
-906
| -27% | -$36.5K | 0.01% | 122 |
|
|
2023
Q4 | $127K | Sell |
3,362
-2,660
| -44% | -$94.1K | 0.01% | 112 |
|
|
2023
Q3 | $195K | Sell |
6,022
-3,257
| -35% | -$110K | 0.02% | 118 |
|
|
2023
Q2 | $345K | Sell |
9,279
-10,533
| -53% | -$390K | 0.03% | 107 |
|
|
2023
Q1 | $770K | Buy |
+19,812
| New | +$781K | 0.06% | 103 |
|
|
2021
Q2 | – | Sell |
-28,823
| Closed | -$1.68M | – | 193 |
|
|
2021
Q1 | $1.68M | Sell |
28,823
-2,284
| -7% | -$129K | 0.31% | 60 |
|
|
2020
Q4 | $1.83M | Buy |
31,107
+2,658
| +9% | +$158K | 0.49% | 44 |
|
|
2020
Q3 | $1.69M | Sell |
28,449
-13,798
| -33% | -$802K | 0.73% | 41 |
|
|
2020
Q2 | $2.33M | Buy |
+42,247
| New | +$2.38M | 1.21% | 14 |
|
|
2020
Q1 | – | Sell |
-4,792
| Closed | -$294K | – | 515 |
|
|
2019
Q4 | $294K | Sell |
4,792
-56
| -1% | -$3.38K | 0.14% | 159 |
|
|
2019
Q3 | $293K | Buy |
4,848
+2,209
| +84% | +$127K | 0.11% | 193 |
|
|
2019
Q2 | $150K | Buy |
2,639
+1,859
| +238% | +$107K | 0.05% | 255 |
|
|
2019
Q1 | $46K | Sell |
780
-18,819
| -96% | -$1.07M | 0.01% | 322 |
|
|
2018
Q4 | $1.1M | Buy |
19,599
+2,970
| +18% | +$169K | 0.34% | 70 |
|
|
2018
Q3 | $887K | Buy |
16,629
+95
| +0.6% | +$5.03K | 0.21% | 110 |
|
|
2018
Q2 | $832K | Buy |
16,534
+8,355
| +102% | +$404K | 0.39% | 96 |
|
|
2018
Q1 | $391K | Sell |
8,179
-2,605
| -24% | -$131K | 0.18% | 165 |
|
|
2017
Q4 | $570K | Buy |
10,784
+5,184
| +93% | +$255K | 0.3% | 131 |
|
|
2017
Q3 | $277K | Buy |
5,600
+100
| +2% | +$4.71K | 0.15% | 152 |
|
|
2017
Q2 | $246K | Sell |
5,500
-38,500
| -88% | -$1.79M | 0.15% | 165 |
|
|
2017
Q1 | $2.15M | Buy |
44,000
+20,500
| +87% | +$1.03M | 1.41% | 10 |
|
|
2016
Q4 | $1.25M | Sell |
23,500
-23,279
| -50% | -$1.16M | 1.2% | 35 |
|
|
2016
Q3 | $2.43M | Sell |
46,779
-59,121
| -56% | -$3.17M | 1.6% | 3 |
|
|
2016
Q2 | $5.91M | Buy |
105,900
+14,000
| +15% | +$726K | 4.1% | 2 |
|
|
2016
Q1 | $4.97M | Buy |
+91,900
| New | +$4.6M | 3.26% | 2 |
|
|
2015
Q3 | $3.61M | Hold |
82,942
| – | – | 1.46% | 4 |
|
|
2015
Q2 | $3.87M | Buy |
82,942
+38,750
| +88% | +$1.9M | 1.24% | 17 |
|
|
2015
Q1 | $2.15M | Buy |
44,192
+1,222
| +3% | +$59K | 0.52% | 66 |
|
|
2014
Q4 | $2.01M | Buy |
+42,970
| New | +$2.1M | 0.4% | 86 |
|
|
2013
Q4 | $873K | Sell |
17,760
-39,108
| -69% | -$1.92M | 0.07% | 296 |
|
|
2013
Q3 | $2.65M | Sell |
56,868
-1,600
| -3% | -$78.1K | 0.2% | 157 |
|
|
2013
Q2 | $2.94M | Buy |
+58,468
| New | +$2.98M | 0.25% | 132 |
|
Other funds holding VZ
Rational Advisors's VZ Position: Q3 2024 in Review
Rational Advisors sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,508 shares — an estimated $227K sold.
Rational Advisors first reported a position in VZ in Q2 2013 and held it in 33 quarters. The position peaked at $5.91M in Q2 2016. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.
- Rational Advisors reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
- Rational Advisors sold 5,508 Verizon shares in Q3 2024, an estimated $227K.
- Rational Advisors first reported a position in Verizon in Q2 2013 and held it in 33 quarters.
- Rational Advisors's Verizon position peaked at $5.91M in Q2 2016.
- 2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.
Based on Rational Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.