SRH Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $213K | Buy |
4,652
+13
| +0.3% | +$612 | 0.05% | 68 |
|
|
2026
Q2 | $196K | Buy |
4,639
+14
| +0.3% | +$657 | 0.05% | 74 |
|
|
2026
Q1 | $232K | Buy |
4,625
+14
| +0.3% | +$649 | 0.07% | 52 |
|
|
2025
Q4 | $188K | Buy |
4,611
+2,096
| +83% | +$85K | 0.05% | 66 |
|
|
2025
Q3 | $111K | Hold |
2,515
| – | – | 0.03% | 97 |
|
|
2025
Q2 | $109K | Hold |
2,515
| – | – | 0.03% | 90 |
|
|
2025
Q1 | $114K | Sell |
2,515
-1,000
| -28% | -$41.6K | 0.04% | 84 |
|
|
2024
Q4 | $141K | Hold |
3,515
| – | – | 0.04% | 74 |
|
|
2024
Q3 | $158K | Sell |
3,515
-448
| -11% | -$18.7K | 0.05% | 70 |
|
|
2024
Q2 | $163K | Hold |
3,963
| – | – | 0.05% | 65 |
|
|
2024
Q1 | $166K | Hold |
3,963
| – | – | 0.05% | 69 |
|
|
2023
Q4 | $149K | Hold |
3,963
| – | – | 0.05% | 69 |
|
|
2023
Q3 | $128K | Buy |
3,963
+300
| +8% | +$10.1K | 0.06% | 75 |
|
|
2023
Q2 | $142K | Hold |
3,663
| – | – | 0.08% | 71 |
|
|
2023
Q1 | $142K | Buy |
3,663
+470
| +15% | +$18.5K | 0.08% | 71 |
|
|
2022
Q4 | $126K | Buy |
3,193
+1,000
| +46% | +$37.7K | 0.07% | 76 |
|
|
2022
Q3 | $83K | Buy |
2,193
+530
| +32% | +$23.6K | 0.11% | 87 |
|
|
2022
Q2 | $84K | Hold |
1,663
| – | – | 0.1% | 90 |
|
|
2022
Q1 | $85K | Hold |
1,663
| – | – | 0.09% | 100 |
|
|
2021
Q4 | $86K | Hold |
1,663
| – | – | 0.1% | 100 |
|
|
2021
Q3 | $90K | Buy |
1,663
+392
| +31% | +$21.7K | 0.11% | 92 |
|
|
2021
Q2 | $71K | Hold |
1,271
| – | – | 0.09% | 103 |
|
|
2021
Q1 | $74K | Hold |
1,271
| – | – | 0.11% | 85 |
|
|
2020
Q4 | $75K | Hold |
1,271
| – | – | 0.12% | 80 |
|
|
2020
Q3 | $76K | Hold |
1,271
| – | – | 0.15% | 73 |
|
|
2020
Q2 | $70K | Buy |
1,271
+283
| +29% | +$15.9K | 0.17% | 68 |
|
|
2020
Q1 | $53K | Hold |
988
| – | – | 0.15% | 73 |
|
|
2019
Q4 | $61K | Hold |
988
| – | – | 0.2% | 76 |
|
|
2019
Q3 | $60K | Hold |
988
| – | – | 0.2% | 76 |
|
|
2019
Q2 | $56K | Buy |
988
+448
| +83% | +$25.8K | 0.19% | 79 |
|
|
2019
Q1 | $32K | Hold |
540
| – | – | 0.11% | 95 |
|
|
2018
Q4 | $30K | Hold |
540
| – | – | 0.11% | 96 |
|
|
2018
Q3 | $29K | Buy |
540
+215
| +66% | +$11.4K | 0.1% | 114 |
|
|
2018
Q2 | $16K | Hold |
325
| – | – | 0.06% | 140 |
|
|
2018
Q1 | $16K | Hold |
325
| – | – | 0.06% | 121 |
|
|
2017
Q4 | $17K | Hold |
325
| – | – | 0.07% | 116 |
|
|
2017
Q3 | $16K | Buy |
+325
| New | +$15.3K | 0.07% | 115 |
|
Other funds holding VZ
SRH Advisors's VZ Position: Q3 2026 in Review
SRH Advisors increased its Verizon (VZ) stake by 0.28% in Q3 2026, buying an estimated $612 and bringing the position to 4,652 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #68.
SRH Advisors first reported a position in VZ in Q3 2017 and has held it in 37 quarters since. The position peaked at $232K in Q1 2026. 1,433 funds tracked by Wall St. Rank hold VZ as of Q3 2026.
- SRH Advisors held 4,652 shares of Verizon worth $213K as of Q3 2026.
- SRH Advisors bought 13 Verizon shares in Q3 2026, an estimated $612.
- Verizon made up 0.05% of SRH Advisors's portfolio in Q3 2026, its #68 holding.
- SRH Advisors first reported a position in Verizon in Q3 2017 and has held it in 37 quarters since.
- SRH Advisors's Verizon position peaked at $232K in Q1 2026.
- 1,433 funds tracked by Wall St. Rank held Verizon as of Q3 2026.
Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.