WC Walker & Associates’s Verizon VZ Stock Holding History

WC Walker & Associates’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 Q4	$1.52M	Buy	38,755 +1,169	+3%	+$44K	0.81%	33
2022 Q3	$1.37M	Sell	37,586 -3,661	-9%	-$163K	0.78%	34
2022 Q2	$2.1M	Sell	41,247 -59	-0.1%	-$2.98K	1.24%	28
2022 Q1	$2.24M	Buy	41,306 +1,096	+3%	+$58.1K	1.16%	31
2021 Q4	$2.14M	Sell	40,210 -44	-0.1%	-$2.3K	1.06%	32
2021 Q3	$2.17M	Buy	40,254 +1,005	+3%	+$55.6K	1.16%	33
2021 Q2	$2.21M	Buy	39,249 +2,180	+6%	+$125K	1.16%	32
2021 Q1	$2.19M	Buy	37,069 +623	+2%	+$35.2K	1.24%	31
2020 Q4	$2.06M	Buy	+36,446	New	+$2.16M	1.18%	33

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WC Walker & Associates's VZ Position: Q4 2022 in Review

WC Walker & Associates increased its Verizon (VZ) stake by 3.1% in Q4 2022, buying an estimated $44K and bringing the position to 38,755 shares worth $1.52M. The position accounts for 0.81% of the portfolio, ranked #33.

WC Walker & Associates first reported a position in VZ in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.24M in Q1 2022. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

WC Walker & Associates held 38,755 shares of Verizon worth $1.52M as of Q4 2022.
WC Walker & Associates bought 1,169 Verizon shares in Q4 2022, an estimated $44K.
Verizon made up 0.81% of WC Walker & Associates's portfolio in Q4 2022, its #33 holding.
WC Walker & Associates first reported a position in Verizon in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Verizon position peaked at $2.24M in Q1 2022.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.