Wintrust Investments’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,320
| Closed | -$104K | – | 513 |
|
|
2024
Q3 | $104K | Sell |
2,320
-21,131
| -90% | -$882K | 0.08% | 205 |
|
|
2024
Q2 | $967K | Buy |
23,451
+561
| +2% | +$22.6K | 0.08% | 197 |
|
|
2024
Q1 | $960K | Buy |
22,890
+498
| +2% | +$20.1K | 0.08% | 195 |
|
|
2023
Q4 | $844K | Sell |
22,392
-12,623
| -36% | -$447K | 0.08% | 193 |
|
|
2023
Q3 | $1.14M | Sell |
35,015
-2,876
| -8% | -$97.2K | 0.12% | 156 |
|
|
2023
Q2 | $1.41M | Buy |
+37,891
| New | +$1.4M | 0.14% | 137 |
|
|
2023
Q1 | – | Sell |
-40,155
| Closed | -$1.58M | – | 403 |
|
|
2022
Q4 | $1.58M | Buy |
40,155
+5,945
| +17% | +$224K | 0.21% | 101 |
|
|
2022
Q3 | $1.3M | Sell |
34,210
-2,971
| -8% | -$132K | 0.16% | 115 |
|
|
2022
Q2 | $1.89M | Buy |
37,181
+832
| +2% | +$42.1K | 0.23% | 83 |
|
|
2022
Q1 | $1.85M | Buy |
36,349
+15,615
| +75% | +$827K | 0.18% | 110 |
|
|
2021
Q4 | $1.08M | Buy |
20,734
+2,308
| +13% | +$120K | 0.1% | 159 |
|
|
2021
Q3 | $995K | Buy |
18,426
+284
| +2% | +$15.7K | 0.13% | 120 |
|
|
2021
Q2 | $1.02M | Buy |
18,142
+386
| +2% | +$22.2K | 0.1% | 158 |
|
|
2021
Q1 | $1.03M | Buy |
17,756
+2,503
| +16% | +$141K | 0.11% | 166 |
|
|
2020
Q4 | $896K | Buy |
15,253
+989
| +7% | +$58.7K | 0.25% | 75 |
|
|
2020
Q3 | $849K | Sell |
14,264
-1,346
| -9% | -$78.2K | 0.12% | 141 |
|
|
2020
Q2 | $861K | Buy |
15,610
+5,121
| +49% | +$288K | 0.12% | 132 |
|
|
2020
Q1 | $564K | Sell |
10,489
-288
| -3% | -$16.5K | 0.09% | 152 |
|
|
2019
Q4 | $662K | Buy |
10,777
+874
| +9% | +$52.7K | 0.09% | 167 |
|
|
2019
Q3 | $598K | Buy |
9,903
+68
| +0.7% | +$3.92K | 0.09% | 181 |
|
|
2019
Q2 | $562K | Buy |
9,835
+414
| +4% | +$23.9K | 0.09% | 186 |
|
|
2019
Q1 | $557K | Sell |
9,421
-442
| -4% | -$25K | 0.09% | 183 |
|
|
2018
Q4 | $555K | Buy |
9,863
+288
| +3% | +$16.3K | 0.1% | 168 |
|
|
2018
Q3 | $511K | Buy |
9,575
+1,316
| +16% | +$69.7K | 0.08% | 213 |
|
|
2018
Q2 | $415K | Buy |
8,259
+2,337
| +39% | +$113K | 0.07% | 234 |
|
|
2018
Q1 | $283K | Sell |
5,922
-394
| -6% | -$19.8K | 0.07% | 205 |
|
|
2017
Q4 | $334K | Sell |
6,316
-1,463
| -19% | -$71.9K | 0.08% | 213 |
|
|
2017
Q3 | $385K | Sell |
7,779
-834
| -10% | -$39.2K | 0.1% | 189 |
|
|
2017
Q2 | $385K | Sell |
8,613
-3,339
| -28% | -$156K | 0.1% | 199 |
|
|
2017
Q1 | $583K | Sell |
11,952
-419
| -3% | -$21K | 0.17% | 143 |
|
|
2016
Q4 | $660K | Sell |
12,371
-340
| -3% | -$17K | 0.27% | 75 |
|
|
2016
Q3 | $661K | Buy |
12,711
+181
| +1% | +$9.71K | 0.31% | 67 |
|
|
2016
Q2 | $0 | Buy |
+12,530
| New | +$650K | ﹤0.01% | 183 |
|
Other funds holding VZ
Wintrust Investments's VZ Position: Q4 2024 in Review
Wintrust Investments sold out of Verizon (VZ) in Q4 2024, closing a stake of 2,320 shares — an estimated $104K sold.
Wintrust Investments first reported a position in VZ in Q2 2016 and held it in 33 quarters. The position peaked at $1.89M in Q2 2022. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.
- Wintrust Investments reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
- Wintrust Investments sold 2,320 Verizon shares in Q4 2024, an estimated $104K.
- Wintrust Investments first reported a position in Verizon in Q2 2016 and held it in 33 quarters.
- Wintrust Investments's Verizon position peaked at $1.89M in Q2 2022.
- 3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.