Bard Financial Services’s Verizon VZ Stock Holding History

Bard 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
2025 Q3	$12.1M	Buy	276,190 +3,910	+1%	+$169K	1.33%	15
2025 Q2	$11.8M	Sell	272,280 -2,050	-0.7%	-$88.8K	1.41%	15
2025 Q1	$12.4M	Buy	274,330 +5,475	+2%	+$228K	1.52%	12
2024 Q4	$10.8M	Buy	268,855 +600	+0.2%	+$25.3K	1.29%	19
2024 Q3	$12M	Sell	268,255 -10,850	-4%	-$453K	1.42%	14
2024 Q2	$11.5M	Buy	279,105 +2,875	+1%	+$116K	1.19%	23
2024 Q1	$11.6M	Buy	276,230 +17,085	+7%	+$689K	1.23%	21
2023 Q4	$9.77M	Buy	259,145 +21,485	+9%	+$760K	1.1%	23
2023 Q3	$7.7M	Buy	237,660 +35,770	+18%	+$1.21M	0.95%	29
2023 Q2	$7.51M	Buy	201,890 +29,660	+17%	+$1.1M	0.57%	52
2023 Q1	$6.7M	Buy	172,230 +40,290	+31%	+$1.59M	0.54%	55
2022 Q4	$5.2M	Buy	131,940 +29,020	+28%	+$1.09M	0.44%	56
2022 Q3	$3.91M	Buy	102,920 +10,195	+11%	+$454K	0.37%	68
2022 Q2	$4.71M	Buy	92,725 +16,835	+22%	+$852K	0.43%	57
2022 Q1	$3.87M	Buy	75,890 +11,300	+17%	+$599K	0.31%	81
2021 Q4	$3.36M	Buy	64,590 +3,455	+6%	+$180K	0.27%	85
2021 Q3	$3.3M	Buy	61,135 +2,480	+4%	+$137K	0.29%	86
2021 Q2	$3.29M	Buy	58,655 +3,000	+5%	+$172K	0.29%	87
2021 Q1	$3.24M	Sell	55,655 -1,825	-3%	-$103K	0.31%	82
2020 Q4	$3.38M	Buy	+57,480	New	+$3.41M	0.34%	79

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

JP Morgan Chase

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