V Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,930
| Closed | -$1.04M | – | 370 |
|
|
2023
Q2 | $1.04M | Sell |
27,930
-1,149
| -4% | -$42.5K | 0.17% | 111 |
|
|
2023
Q1 | $1.13M | Sell |
29,079
-973
| -3% | -$38.4K | 0.21% | 105 |
|
|
2022
Q4 | $1.18M | Sell |
30,052
-33,563
| -53% | -$1.26M | 0.24% | 96 |
|
|
2022
Q3 | $2.42M | Buy |
63,615
+18,050
| +40% | +$804K | 0.48% | 40 |
|
|
2022
Q2 | $2.31M | Buy |
45,565
+4,921
| +12% | +$249K | 0.44% | 41 |
|
|
2022
Q1 | $2.07M | Sell |
40,644
-643
| -2% | -$34.1K | 0.33% | 62 |
|
|
2021
Q4 | $2.15M | Sell |
41,287
-6,440
| -13% | -$336K | 0.31% | 71 |
|
|
2021
Q3 | $2.58M | Buy |
47,727
+1,149
| +2% | +$63.6K | 0.4% | 51 |
|
|
2021
Q2 | $2.62M | Buy |
46,578
+4,304
| +10% | +$247K | 0.42% | 49 |
|
|
2021
Q1 | $2.46M | Buy |
42,274
+3,125
| +8% | +$176K | 0.45% | 45 |
|
|
2020
Q4 | $2.3M | Buy |
39,149
+25,477
| +186% | +$1.51M | 0.48% | 40 |
|
|
2020
Q3 | $813K | Sell |
13,672
-24,261
| -64% | -$1.41M | 0.56% | 40 |
|
|
2020
Q2 | $2.09M | Buy |
37,933
+6,857
| +22% | +$386K | 0.54% | 32 |
|
|
2020
Q1 | $1.67M | Buy |
31,076
+5,397
| +21% | +$309K | 0.52% | 39 |
|
|
2019
Q4 | $1.55M | Hold |
25,679
| – | – | 0.55% | 46 |
|
|
2019
Q3 | $1.55M | Buy |
25,679
+830
| +3% | +$47.8K | 0.55% | 46 |
|
|
2019
Q2 | $1.42M | Buy |
24,849
+2,155
| +9% | +$124K | 0.54% | 54 |
|
|
2019
Q1 | $1.29M | Buy |
22,694
+1,925
| +9% | +$109K | 0.52% | 53 |
|
|
2018
Q4 | $1.21M | Buy |
20,769
+2,394
| +13% | +$136K | 0.62% | 46 |
|
|
2018
Q3 | $978K | Buy |
18,375
+1,185
| +7% | +$62.7K | 0.45% | 58 |
|
|
2018
Q2 | $881K | Buy |
17,190
+167
| +1% | +$8.08K | 0.49% | 55 |
|
|
2018
Q1 | $798K | Buy |
17,023
+290
| +2% | +$14.6K | 0.43% | 64 |
|
|
2017
Q4 | $865K | Buy |
16,733
+637
| +4% | +$31.3K | 0.44% | 60 |
|
|
2017
Q3 | $796K | Buy |
16,096
+315
| +2% | +$14.8K | 0.4% | 60 |
|
|
2017
Q2 | $704K | Sell |
15,781
-3,440
| -18% | -$160K | 0.33% | 69 |
|
|
2017
Q1 | $933K | Buy |
19,221
+2,734
| +17% | +$137K | 0.57% | 53 |
|
|
2016
Q4 | $881K | Buy |
16,487
+1,263
| +8% | +$63.1K | 0.65% | 54 |
|
|
2016
Q3 | $789K | Buy |
15,224
+507
| +3% | +$27.2K | 0.64% | 52 |
|
|
2016
Q2 | $825K | Buy |
14,717
+1,511
| +11% | +$78.4K | 0.68% | 54 |
|
|
2016
Q1 | $711K | Buy |
+13,206
| New | +$660K | 0.57% | 57 |
|
Other funds holding VZ
V Wealth Advisors's VZ Position: Q3 2023 in Review
V Wealth Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 27,930 shares — an estimated $1.04M sold.
V Wealth Advisors first reported a position in VZ in Q1 2016 and held it in 30 quarters. The position peaked at $2.62M in Q2 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.
- V Wealth Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
- V Wealth Advisors sold 27,930 Verizon shares in Q3 2023, an estimated $1.04M.
- V Wealth Advisors first reported a position in Verizon in Q1 2016 and held it in 30 quarters.
- V Wealth Advisors's Verizon position peaked at $2.62M in Q2 2021.
- 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.