Security National Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.67M | Hold |
65,464
| – | – | 0.85% | 42 |
|
|
2021
Q2 | $3.67M | Sell |
65,464
-491
| -0.7% | -$28.2K | 0.81% | 43 |
|
|
2021
Q1 | $3.84M | Sell |
65,955
-780
| -1% | -$44K | 0.9% | 37 |
|
|
2020
Q4 | $3.92M | Buy |
66,735
+2,331
| +4% | +$138K | 0.97% | 34 |
|
|
2020
Q3 | $3.83M | Sell |
64,404
-2,094
| -3% | -$122K | 1.08% | 26 |
|
|
2020
Q2 | $3.67M | Buy |
66,498
+569
| +0.9% | +$32K | 1.1% | 26 |
|
|
2020
Q1 | $3.54M | Buy |
65,929
+265
| +0.4% | +$15.2K | 1.29% | 21 |
|
|
2019
Q4 | $4.03M | Sell |
65,664
-1,312
| -2% | -$79.1K | 1.17% | 29 |
|
|
2019
Q3 | $4.04M | Sell |
66,976
-3,244
| -5% | -$187K | 1.27% | 23 |
|
|
2019
Q2 | $4.01M | Sell |
70,220
-370
| -0.5% | -$21.3K | 1.26% | 24 |
|
|
2019
Q1 | $4.17M | Buy |
70,590
+439
| +0.6% | +$24.9K | 1.34% | 20 |
|
|
2018
Q4 | $3.94M | Sell |
70,151
-11,371
| -14% | -$645K | 1.46% | 17 |
|
|
2018
Q3 | $4.35M | Sell |
81,522
-1,825
| -2% | -$96.6K | 1.36% | 17 |
|
|
2018
Q2 | $4.19M | Sell |
83,347
-1,147
| -1% | -$55.5K | 1.39% | 15 |
|
|
2018
Q1 | $4.04M | Buy |
84,494
+6,673
| +9% | +$335K | 1.34% | 20 |
|
|
2017
Q4 | $4.12M | Sell |
77,821
-1,187
| -2% | -$58.4K | 1.33% | 18 |
|
|
2017
Q3 | $3.91M | Sell |
79,008
-1,250
| -2% | -$58.8K | 1.29% | 19 |
|
|
2017
Q2 | $3.58M | Sell |
80,258
-552
| -0.7% | -$25.7K | 1.2% | 24 |
|
|
2017
Q1 | $3.94M | Sell |
80,810
-45
| -0.1% | -$2.26K | 1.33% | 20 |
|
|
2016
Q4 | $4.32M | Sell |
80,855
-1,908
| -2% | -$95.4K | 1.55% | 17 |
|
|
2016
Q3 | $4.3M | Buy |
82,763
+6,203
| +8% | +$333K | 1.57% | 14 |
|
|
2016
Q2 | $4.28M | Buy |
76,560
+2,361
| +3% | +$122K | 1.57% | 17 |
|
|
2016
Q1 | $4.01M | Sell |
74,199
-170
| -0.2% | -$8.5K | 1.51% | 17 |
|
|
2015
Q4 | $3.44M | Sell |
74,369
-281
| -0.4% | -$12.8K | 1.35% | 24 |
|
|
2015
Q3 | $3.25M | Sell |
74,650
-91
| -0.1% | -$4.2K | 1.26% | 23 |
|
|
2015
Q2 | $3.48M | Buy |
74,741
+569
| +0.8% | +$27.9K | 1.25% | 24 |
|
|
2015
Q1 | $3.61M | Sell |
74,172
-150
| -0.2% | -$7.24K | 1.28% | 24 |
|
|
2014
Q4 | $3.48M | Buy |
74,322
+2,000
| +3% | +$97.8K | 1.27% | 25 |
|
|
2014
Q3 | $3.62M | Sell |
72,322
-1,421
| -2% | -$70.6K | 1.47% | 19 |
|
|
2014
Q2 | $3.61M | Sell |
73,743
-386
| -0.5% | -$18.7K | 1.41% | 20 |
|
|
2014
Q1 | $3.53M | Sell |
74,129
-1,911
| -3% | -$90.4K | 1.43% | 20 |
|
|
2013
Q4 | $3.74M | Sell |
76,040
-5,631
| -7% | -$277K | 1.55% | 18 |
|
|
2013
Q3 | $3.81M | Buy |
81,671
+2,994
| +4% | +$146K | 1.71% | 12 |
|
|
2013
Q2 | $3.96M | Buy |
+78,677
| New | +$4.02M | 1.91% | 9 |
|
Other funds holding VZ
Security National Trust's VZ Position: Q3 2021 in Review
Security National Trust held its Verizon (VZ) position steady in Q3 2021 at 65,464 shares worth $3.67M. The position accounts for 0.85% of the portfolio, ranked #42.
Security National Trust first reported a position in VZ in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.35M in Q3 2018. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.
- Security National Trust held 65,464 shares of Verizon worth $3.67M as of Q3 2021.
- Security National Trust left its Verizon share count unchanged in Q3 2021.
- Verizon made up 0.85% of Security National Trust's portfolio in Q3 2021, its #42 holding.
- Security National Trust first reported a position in Verizon in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Verizon position peaked at $4.35M in Q3 2018.
- 2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.