Annapolis Financial Services’s Verizon VZ Stock Holding History

Annapolis Financial Services’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	$34.8K	Hold	775	–	–	0.01%	179
2024 Q2	$32K	Hold	775	–	–	0.01%	181
2024 Q1	$32.5K	Sell	775 -211	-21%	-$8.51K	0.01%	179
2023 Q4	$37.2K	Sell	986 -149	-13%	-$5.27K	0.01%	228
2023 Q3	$36.8K	Buy	1,135 +88	+8%	+$2.97K	0.01%	212
2023 Q2	$38.9K	Hold	1,047	–	–	0.01%	205
2023 Q1	$40.7K	Hold	1,047	–	–	0.01%	184
2022 Q4	$41.3K	Sell	1,047 -1,256	-55%	-$47.3K	0.01%	180
2022 Q3	$87K	Buy	2,303 +230	+11%	+$10.2K	0.03%	142
2022 Q2	$105K	Buy	2,073 +235	+13%	+$11.9K	0.04%	140
2022 Q1	$94K	Sell	1,838 -328	-15%	-$17.4K	0.03%	148
2021 Q4	$113K	Buy	2,166 +202	+10%	+$10.5K	0.04%	138
2021 Q3	$106K	Sell	1,964 -430	-18%	-$23.8K	0.04%	132
2021 Q2	$134K	Sell	2,394 -42	-2%	-$2.41K	0.04%	118
2021 Q1	$142K	Hold	2,436	–	–	0.05%	103
2020 Q4	$143K	Buy	+2,436	New	+$145K	0.06%	99

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Annapolis Financial Services's VZ Position: Q3 2024 in Review

Annapolis Financial Services held its Verizon (VZ) position steady in Q3 2024 at 775 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #179.

Annapolis Financial Services first reported a position in VZ in Q4 2020 and has held it in 16 quarters since. The position peaked at $143K in Q4 2020. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Annapolis Financial Services held 775 shares of Verizon worth $34.8K as of Q3 2024.
Annapolis Financial Services left its Verizon share count unchanged in Q3 2024.
Verizon made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #179 holding.
Annapolis Financial Services first reported a position in Verizon in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Verizon position peaked at $143K in Q4 2020.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.