9WM
VZ icon

9258 Wealth Management’s Verizon VZ Stock Holding History

9258 Wealth Management’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
2024
Q3 		$580K Buy
12,906
+843
+7% +$35.2K 0.09% 183
2024
Q2 		$497K Sell
12,063
-23
-0.2% -$927 0.08% 187
2024
Q1 		$507K Buy
12,086
+2,561
+27% +$103K 0.08% 193
2023
Q4 		$359K Buy
9,525
+321
+3% +$11.4K 0.06% 224
2023
Q3 		$298K Sell
9,204
-1,480
-14% -$50K 0.06% 245
2023
Q2 		$397K Sell
10,684
-1,355
-11% -$50.2K 0.07% 216
2023
Q1 		$468K Buy
12,039
+1,104
+10% +$43.5K 0.09% 185
2022
Q4 		$431K Sell
10,935
-3,691
-25% -$139K 0.09% 197
2022
Q3 		$555K Buy
14,626
+163
+1% +$7.26K 0.14% 157
2022
Q2 		$734K Buy
14,463
+1,822
+14% +$92.2K 0.19% 129
2022
Q1 		$644K Buy
12,641
+782
+7% +$41.4K 0.15% 153
2021
Q4 		$616K Sell
11,859
-1,543
-12% -$80.5K 0.14% 159
2021
Q3 		$724K Sell
13,402
-3,175
-19% -$176K 0.19% 129
2021
Q2 		$929K Buy
16,577
+951
+6% +$54.6K 0.25% 97
2021
Q1 		$909K Sell
15,626
-1,590
-9% -$89.7K 0.27% 88
2020
Q4 		$1.01M Sell
17,216
-1,246
-7% -$74K 0.33% 70
2020
Q3 		$1.05M Sell
18,462
-324
-2% -$18.8K 0.4% 52
2020
Q2 		$1.04M Buy
18,786
+274
+1% +$15.4K 0.42% 53
2020
Q1 		$1.07M Buy
18,512
+245
+1% +$14K 0.47% 50
2019
Q4 		$1.12M Buy
18,267
+6,785
+59% +$409K 0.41% 61
2019
Q3 		$693K Sell
11,482
-34
-0.3% -$1.96K 0.54% 64
2019
Q2 		$658K Buy
11,516
+217
+2% +$12.5K 0.53% 63
2019
Q1 		$668K Sell
11,299
-329
-3% -$18.6K 0.57% 61
2018
Q4 		$654K Buy
+11,628
New +$660K 0.63% 54

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

9258 Wealth Management's VZ Position: Q3 2024 in Review

9258 Wealth Management increased its Verizon (VZ) stake by 7% in Q3 2024, buying an estimated $35.2K and bringing the position to 12,906 shares worth $580K. The position accounts for 0.09% of the portfolio, ranked #183.

9258 Wealth Management first reported a position in VZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.12M in Q4 2019. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • 9258 Wealth Management held 12,906 shares of Verizon worth $580K as of Q3 2024.
  • 9258 Wealth Management bought 843 Verizon shares in Q3 2024, an estimated $35.2K.
  • Verizon made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #183 holding.
  • 9258 Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Verizon position peaked at $1.12M in Q4 2019.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.