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Shoker Investment Counsel’s Verizon VZ Stock Holding History

Shoker Investment Counsel’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24,017
Closed -$1.22M – 88
2022
Q2 		$1.22M Buy
24,017
+1,752
+8% +$88.6K 0.65% 45
2022
Q1 		$1.13M Buy
22,265
+10,052
+82% +$532K 0.56% 47
2021
Q4 		$634K Sell
12,213
-892
-7% -$46.5K 0.29% 62
2021
Q3 		$707K Buy
13,105
+2,129
+19% +$118K 0.35% 58
2021
Q2 		$614K Buy
10,976
+136
+1% +$7.8K 0.31% 61
2021
Q1 		$630K Buy
10,840
+141
+1% +$7.96K 0.33% 60
2020
Q4 		$628K Buy
10,699
+2,285
+27% +$136K 0.35% 60
2020
Q3 		$500K Sell
8,414
-2,192
-21% -$127K 0.33% 61
2020
Q2 		$584K Buy
10,606
+207
+2% +$11.6K 0.41% 57
2020
Q1 		$558K Buy
10,399
+692
+7% +$39.6K 0.47% 55
2019
Q4 		$596K Buy
9,707
+8
+0.1% +$483 0.4% 58
2019
Q3 		$585K Buy
9,699
+8
+0.1% +$461 0.42% 56
2019
Q2 		$553K Buy
9,691
+308
+3% +$17.7K 0.4% 60
2019
Q1 		$554K Sell
9,383
-1,253
-12% -$71K 0.41% 58
2018
Q4 		$597K Buy
+10,636
New +$604K 0.5% 54
2018
Q2 		– Sell
-14,177
Closed -$677K – 107
2018
Q1 		$677K Buy
14,177
+2,004
+16% +$101K 0.51% 55
2017
Q4 		$644K Buy
12,173
+1,554
+15% +$76.4K 0.47% 57
2017
Q3 		$525K Buy
10,619
+1,078
+11% +$50.7K 0.4% 64
2017
Q2 		$426K Buy
9,541
+374
+4% +$17.4K 0.33% 66
2017
Q1 		$446K Buy
9,167
+466
+5% +$23.4K 0.37% 66
2016
Q4 		$464K Buy
8,701
+86
+1% +$4.3K 0.38% 64
2016
Q3 		$447K Buy
8,615
+257
+3% +$13.8K 0.38% 64
2016
Q2 		$466K Buy
8,358
+701
+9% +$36.4K 0.41% 62
2016
Q1 		$414K Buy
7,657
+387
+5% +$19.4K 0.39% 64
2015
Q4 		$336K Sell
7,270
-818
-10% -$37.1K 0.34% 68
2015
Q3 		$351K Buy
8,088
+1,146
+17% +$52.9K 0.37% 64
2015
Q2 		$323K Buy
6,942
+1,072
+18% +$52.5K 0.3% 74
2015
Q1 		$285K Buy
+5,870
New +$283K 0.27% 78

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shoker Investment Counsel's VZ Position: Q3 2022 in Review

Shoker Investment Counsel sold out of Verizon (VZ) in Q3 2022, closing a stake of 24,017 shares — an estimated $1.22M sold.

Shoker Investment Counsel first reported a position in VZ in Q1 2015 and held it in 28 quarters. The position peaked at $1.22M in Q2 2022. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Shoker Investment Counsel reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Shoker Investment Counsel sold 24,017 Verizon shares in Q3 2022, an estimated $1.22M.
  • Shoker Investment Counsel first reported a position in Verizon in Q1 2015 and held it in 28 quarters.
  • Shoker Investment Counsel's Verizon position peaked at $1.22M in Q2 2022.
  • 2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Shoker Investment Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.