Regal Wealth 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
Q2 | – | Sell |
-5,783
| Closed | -$223K | – | 49 |
|
|
2023
Q1 | $223K | Sell |
5,783
-1,499
| -21% | -$59.1K | 0.16% | 45 |
|
|
2022
Q4 | $287K | Buy |
7,282
+545
| +8% | +$20.5K | 0.21% | 35 |
|
|
2022
Q3 | $246K | Buy |
6,737
+1,363
| +25% | +$60.7K | 0.19% | 40 |
|
|
2022
Q2 | $273K | Buy |
5,374
+48
| +0.9% | +$2.43K | 0.2% | 41 |
|
|
2022
Q1 | $287K | Sell |
5,326
-360
| -6% | -$19.1K | 0.18% | 42 |
|
|
2021
Q4 | $295K | Sell |
5,686
-53
| -0.9% | -$2.77K | 0.17% | 44 |
|
|
2021
Q3 | $310K | Buy |
5,739
+40
| +0.7% | +$2.21K | 0.19% | 42 |
|
|
2021
Q2 | $319K | Sell |
5,699
-547
| -9% | -$31.4K | 0.19% | 43 |
|
|
2021
Q1 | $363K | Buy |
6,246
+37
| +0.6% | +$2.09K | 0.21% | 32 |
|
|
2020
Q4 | $365K | Buy |
6,209
+159
| +3% | +$9.44K | 0.22% | 31 |
|
|
2020
Q3 | $360K | Buy |
6,050
+36
| +0.6% | +$2.09K | 0.28% | 28 |
|
|
2020
Q2 | $332K | Buy |
6,014
+1,401
| +30% | +$78.8K | 0.27% | 31 |
|
|
2020
Q1 | $248K | Buy |
4,613
+619
| +15% | +$35.4K | 0.24% | 33 |
|
|
2019
Q4 | $245K | Buy |
3,994
+314
| +9% | +$18.9K | 0.16% | 39 |
|
|
2019
Q3 | $222K | Buy |
3,680
+16
| +0.4% | +$921 | 0.15% | 38 |
|
|
2019
Q2 | $209K | Sell |
3,664
-157
| -4% | -$9.05K | 0.15% | 40 |
|
|
2019
Q1 | $226K | Buy |
3,821
+20
| +0.5% | +$1.13K | 0.16% | 39 |
|
|
2018
Q4 | $214K | Buy |
3,801
+18
| +0.5% | +$1.02K | 0.2% | 36 |
|
|
2018
Q3 | $202K | Buy |
3,783
+19
| +0.5% | +$1.01K | 0.14% | 41 |
|
|
2018
Q2 | $189K | Sell |
3,764
-181
| -5% | -$8.76K | 0.2% | 42 |
|
|
2018
Q1 | $189K | Buy |
3,945
+219
| +6% | +$11K | 0.15% | 43 |
|
|
2017
Q4 | $197K | Buy |
3,726
+19
| +0.5% | +$934 | 0.14% | 44 |
|
|
2017
Q3 | $183K | Buy |
3,707
+25
| +0.7% | +$1.18K | 0.14% | 42 |
|
|
2017
Q2 | $164K | Buy |
3,682
+24
| +0.7% | +$1.12K | 0.13% | 48 |
|
|
2017
Q1 | $178K | Buy |
3,658
+24
| +0.7% | +$1.2K | 0.14% | 45 |
|
|
2016
Q4 | $194K | Sell |
3,634
-64
| -2% | -$3.2K | 0.16% | 41 |
|
|
2016
Q3 | $192K | Buy |
3,698
+20
| +0.5% | +$1.07K | 0.17% | 33 |
|
|
2016
Q2 | $205K | Buy |
3,678
+108
| +3% | +$5.6K | 0.19% | 32 |
|
|
2016
Q1 | $193K | Buy |
3,570
+22
| +0.6% | +$1.1K | 0.19% | 32 |
|
|
2015
Q4 | $164K | Buy |
+3,548
| New | +$161K | 0.16% | 34 |
|
Other funds holding VZ
Regal Wealth Group's VZ Position: Q2 2023 in Review
Regal Wealth Group sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,783 shares — an estimated $223K sold.
Regal Wealth Group first reported a position in VZ in Q4 2015 and held it in 30 quarters. The position peaked at $365K in Q4 2020. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.
- Regal Wealth Group reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
- Regal Wealth Group sold 5,783 Verizon shares in Q2 2023, an estimated $223K.
- Regal Wealth Group first reported a position in Verizon in Q4 2015 and held it in 30 quarters.
- Regal Wealth Group's Verizon position peaked at $365K in Q4 2020.
- 2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.
Based on Regal Wealth Group's 13F filing for Q2 2023, filed 11 Jul 2023.