WealthSource Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.1M | Sell |
29,205
-616
| -2% | -$21.8K | 0.07% | 187 |
|
|
2023
Q3 | $966K | Sell |
29,821
-3,726
| -11% | -$126K | 0.07% | 196 |
|
|
2023
Q2 | $1.25M | Sell |
33,547
-6,218
| -16% | -$230K | 0.08% | 171 |
|
|
2023
Q1 | $1.55M | Sell |
39,765
-4,331
| -10% | -$171K | 0.1% | 151 |
|
|
2022
Q4 | $1.74M | Sell |
44,096
-12,108
| -22% | -$456K | 0.12% | 131 |
|
|
2022
Q3 | $2.13M | Sell |
56,204
-574
| -1% | -$25.6K | 0.16% | 104 |
|
|
2022
Q2 | $2.88M | Sell |
56,778
-60,139
| -51% | -$3.04M | 0.21% | 81 |
|
|
2022
Q1 | $5.96M | Buy |
116,917
+62,830
| +116% | +$3.33M | 0.4% | 45 |
|
|
2021
Q4 | $2.81M | Sell |
54,087
-1,489
| -3% | -$77.7K | 0.22% | 74 |
|
|
2021
Q3 | $3M | Buy |
55,576
+8,091
| +17% | +$448K | 0.26% | 60 |
|
|
2021
Q2 | $2.66M | Buy |
47,485
+5,119
| +12% | +$294K | 0.24% | 63 |
|
|
2021
Q1 | $2.46M | Buy |
42,366
+6,104
| +17% | +$344K | 0.25% | 64 |
|
|
2020
Q4 | $2.13M | Sell |
36,262
-1,583
| -4% | -$94K | 0.25% | 48 |
|
|
2020
Q3 | $2.25M | Buy |
37,845
+3,296
| +10% | +$192K | 0.3% | 44 |
|
|
2020
Q2 | $1.91M | Sell |
34,549
-3,388
| -9% | -$191K | 0.27% | 45 |
|
|
2020
Q1 | $2.04M | Sell |
37,937
-4,397
| -10% | -$252K | 0.32% | 41 |
|
|
2019
Q4 | $2.6M | Sell |
42,334
-2,408
| -5% | -$145K | 0.34% | 56 |
|
|
2019
Q3 | $2.7M | Buy |
44,742
+926
| +2% | +$53.3K | 0.4% | 65 |
|
|
2019
Q2 | $2.5M | Buy |
43,816
+13,924
| +47% | +$802K | 0.39% | 66 |
|
|
2019
Q1 | $1.77M | Buy |
29,892
+6,873
| +30% | +$389K | 0.4% | 68 |
|
|
2018
Q4 | $1.29M | Buy |
23,019
+496
| +2% | +$28.1K | 0.37% | 68 |
|
|
2018
Q3 | $1.2M | Buy |
22,523
+828
| +4% | +$43.8K | 0.31% | 73 |
|
|
2018
Q2 | $1.09M | Sell |
21,695
-5,906
| -21% | -$286K | 0.3% | 83 |
|
|
2018
Q1 | $1.32M | Buy |
27,601
+1,181
| +4% | +$59.4K | 0.4% | 60 |
|
|
2017
Q4 | $1.4M | Buy |
26,420
+358
| +1% | +$17.6K | 0.43% | 56 |
|
|
2017
Q3 | $1.29M | Sell |
26,062
-4,503
| -15% | -$212K | 0.43% | 61 |
|
|
2017
Q2 | $1.36M | Sell |
30,565
-1,917
| -6% | -$89.3K | 0.47% | 56 |
|
|
2017
Q1 | $1.58M | Buy |
32,482
+5,360
| +20% | +$269K | 0.58% | 50 |
|
|
2016
Q4 | $1.45M | Sell |
27,122
-5,137
| -16% | -$257K | 0.61% | 42 |
|
|
2016
Q3 | $1.68M | Buy |
32,259
+7,521
| +30% | +$404K | 0.61% | 41 |
|
|
2016
Q2 | $1.38M | Buy |
24,738
+1,430
| +6% | +$74.2K | 0.52% | 46 |
|
|
2016
Q1 | $1.26M | Buy |
+23,308
| New | +$1.17M | 0.51% | 46 |
|
Other funds holding VZ
WealthSource Partners's VZ Position: Q4 2023 in Review
WealthSource Partners reduced its Verizon (VZ) stake by 2.1% in Q4 2023, selling an estimated $21.8K and leaving 29,205 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #187.
WealthSource Partners first reported a position in VZ in Q1 2016 and has held it in 32 quarters since. The position peaked at $5.96M in Q1 2022. 2,826 funds tracked by Wall St. Rank hold VZ as of Q4 2023.
- WealthSource Partners held 29,205 shares of Verizon worth $1.1M as of Q4 2023.
- WealthSource Partners sold 616 Verizon shares in Q4 2023, an estimated $21.8K.
- Verizon made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #187 holding.
- WealthSource Partners first reported a position in Verizon in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's Verizon position peaked at $5.96M in Q1 2022.
- 2,826 funds tracked by Wall St. Rank held Verizon as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.