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Bernardo Wealth Planning’s Verizon VZ Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-8,684
Closed -$328K – 117
2024
Q4 		$328K Buy
8,684
+22
+0.3% +$928 0.08% 85
2024
Q3 		$380K Sell
8,662
-71
-0.8% -$2.96K 0.09% 76
2024
Q2 		$360K Sell
8,733
-935
-10% -$37.7K 0.1% 69
2024
Q1 		$406K Sell
9,668
-626
-6% -$25.3K 0.11% 67
2023
Q4 		$388K Sell
10,294
-81
-0.8% -$2.87K 0.12% 64
2023
Q3 		$336K Buy
10,375
+130
+1% +$4.39K 0.13% 62
2023
Q2 		$381K Sell
10,245
-67
-0.6% -$2.48K 0.15% 57
2023
Q1 		$401K Buy
10,312
+264
+3% +$10.4K 0.17% 58
2022
Q4 		$396K Sell
10,048
-2,223
-18% -$83.8K 0.19% 57
2022
Q3 		$433K Sell
12,271
-835
-6% -$37.2K 0.25% 49
2022
Q2 		$665K Buy
13,106
+152
+1% +$7.69K 0.38% 40
2022
Q1 		$659K Buy
12,954
+998
+8% +$52.9K 0.33% 41
2021
Q4 		$621K Buy
11,956
+79
+0.7% +$4.12K 0.3% 42
2021
Q3 		$641K Sell
11,877
-1,517
-11% -$83.9K 0.37% 40
2021
Q2 		$750K Sell
13,394
-8
-0.1% -$459 0.45% 37
2021
Q1 		$779K Sell
13,402
-24,573
-65% -$1.39M 0.5% 35
2020
Q4 		$2.23M Buy
37,975
+2,422
+7% +$144K 0.86% 25
2020
Q3 		$2.12M Buy
35,553
+1,877
+6% +$109K 0.95% 22
2020
Q2 		$1.86M Buy
33,676
+1,368
+4% +$77K 1% 20
2020
Q1 		$1.74M Buy
32,308
+670
+2% +$38.3K 1.21% 17
2019
Q4 		$1.94M Buy
31,638
+198
+0.6% +$11.9K 1.18% 16
2019
Q3 		$1.9M Sell
31,440
-410
-1% -$23.6K 1.37% 15
2019
Q2 		$1.82M Sell
31,850
-111
-0.3% -$6.4K 1.43% 17
2019
Q1 		$1.89M Buy
31,961
+465
+1% +$26.3K 1.5% 15
2018
Q4 		$1.77M Buy
+31,496
New +$1.79M 1.57% 11

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bernardo Wealth Planning's VZ Position: Q1 2025 in Review

Bernardo Wealth Planning sold out of Verizon (VZ) in Q1 2025, closing a stake of 8,684 shares — an estimated $328K sold.

Bernardo Wealth Planning first reported a position in VZ in Q4 2018 and held it in 25 quarters. The position peaked at $2.23M in Q4 2020. 3,057 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Bernardo Wealth Planning reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 8,684 Verizon shares in Q1 2025, an estimated $328K.
  • Bernardo Wealth Planning first reported a position in Verizon in Q4 2018 and held it in 25 quarters.
  • Bernardo Wealth Planning's Verizon position peaked at $2.23M in Q4 2020.
  • 3,057 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Bernardo Wealth Planning's 13F filing for Q1 2025, filed 22 Apr 2025.