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Bell & Brown Wealth Advisors’s Verizon VZ Stock Holding History

Bell & Brown Wealth Advisors’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
Q2 		– Sell
-4,869
Closed -$221K – 72
2025
Q1 		$221K Sell
4,869
-156
-3% -$6.49K 0.09% 67
2024
Q4 		$201K Sell
5,025
-22
-0.4% -$928 0.07% 69
2024
Q3 		$227K Sell
5,047
-47
-0.9% -$1.96K 0.09% 67
2024
Q2 		$210K Buy
5,094
+251
+5% +$10.1K 0.08% 67
2024
Q1 		$203K Sell
4,843
-943
-16% -$38K 0.09% 67
2023
Q4 		$218K Buy
+5,786
New +$205K 0.1% 69
2023
Q2 		$308K Buy
8,274
+594
+8% +$22K 0.15% 64
2023
Q1 		$299K Sell
7,680
-727
-9% -$28.7K 0.16% 63
2022
Q4 		$331K Buy
8,407
+534
+7% +$20.1K 0.18% 61
2022
Q3 		$299K Sell
7,873
-1,566
-17% -$69.7K 0.18% 58
2022
Q2 		$479K Sell
9,439
-1,057
-10% -$53.5K 0.26% 58
2022
Q1 		$535K Buy
10,496
+1
+0% +$53 0.24% 58
2021
Q4 		$556K Buy
10,495
+826
+9% +$43.1K 0.27% 55
2021
Q3 		$522K Buy
+9,669
New +$535K 0.28% 55
2020
Q3 		$444K Buy
7,796
+1,000
+15% +$58.1K 0.32% 58
2020
Q2 		$392K Buy
6,796
+467
+7% +$26.3K 0.31% 59
2020
Q1 		$358K Sell
6,329
-185
-3% -$10.6K 0.33% 61
2019
Q4 		$385K Sell
6,514
-1,584
-20% -$95.5K 0.29% 70
2019
Q3 		$485K Buy
8,098
+42
+0.5% +$2.42K 0.4% 62
2019
Q2 		$460K Buy
8,056
+107
+1% +$6.17K 0.41% 62
2019
Q1 		$470K Buy
7,949
+893
+13% +$50.6K 0.43% 63
2018
Q4 		$397K Buy
7,056
+163
+2% +$9.25K 0.42% 63
2018
Q3 		$394K Buy
6,893
+118
+2% +$6.25K 0.37% 71
2018
Q2 		$341K Buy
6,775
+1,512
+29% +$73.2K 0.34% 71
2018
Q1 		$259K Sell
5,263
-1,500
-22% -$75.4K 0.27% 81
2017
Q4 		$358K Buy
+6,763
New +$333K 0.37% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bell & Brown Wealth Advisors's VZ Position: Q2 2025 in Review

Bell & Brown Wealth Advisors sold out of Verizon (VZ) in Q2 2025, closing a stake of 4,869 shares — an estimated $221K sold.

Bell & Brown Wealth Advisors first reported a position in VZ in Q4 2017 and held it in 26 quarters. The position peaked at $556K in Q4 2021. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Bell & Brown Wealth Advisors reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 4,869 Verizon shares in Q2 2025, an estimated $221K.
  • Bell & Brown Wealth Advisors first reported a position in Verizon in Q4 2017 and held it in 26 quarters.
  • Bell & Brown Wealth Advisors's Verizon position peaked at $556K in Q4 2021.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.