BigSur Wealth Management’s Verizon VZ Stock Holding History

BigSur 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
2023 Q3	–	Sell	-16,534	Closed	-$615K	–	126
2023 Q2	$615K	Sell	16,534 -1,523	-8%	-$56.4K	0.29%	75
2023 Q1	$702K	Sell	18,057 -110	-0.6%	-$4.34K	0.33%	70
2022 Q4	$716K	Hold	18,167	–	–	0.34%	64
2022 Q3	$690K	Sell	18,167 -3,047	-14%	-$136K	0.35%	66
2022 Q2	$1.08M	Hold	21,214	–	–	0.51%	57
2022 Q1	$1.08M	Buy	21,214 +3,047	+17%	+$161K	0.42%	63
2021 Q4	$944K	Sell	18,167 -3,500	-16%	-$183K	0.37%	68
2021 Q3	$1.17M	Hold	21,667	–	–	0.53%	50
2021 Q2	$1.21M	Sell	21,667 -1,200	-5%	-$68.9K	0.55%	49
2021 Q1	$1.33M	Buy	22,867 +1,200	+6%	+$67.7K	0.68%	43
2020 Q4	$1.27M	Hold	21,667	–	–	0.72%	42
2020 Q3	$1.29M	Buy	21,667 +1,323	+7%	+$76.9K	0.82%	37
2020 Q2	$1.12M	Sell	20,344 -700	-3%	-$39.4K	0.8%	32
2020 Q1	$1.13M	Buy	21,044 +377	+2%	+$21.6K	0.85%	28
2019 Q4	$1.27M	Hold	20,667	–	–	0.72%	36
2019 Q3	$1.25M	Hold	20,667	–	–	0.84%	34
2019 Q2	$1.17M	Sell	20,667 -2,500	-11%	-$144K	0.82%	32
2019 Q1	$1.37M	Hold	23,167	–	–	0.9%	26
2018 Q4	$1.3M	Buy	23,167 +5,237	+29%	+$297K	0.93%	23
2018 Q3	$957K	Buy	17,930 +773	+5%	+$40.9K	0.6%	38
2018 Q2	$863K	Sell	17,157 -523	-3%	-$25.3K	0.63%	32
2018 Q1	$845K	Sell	17,680 -3,000	-15%	-$151K	0.6%	33
2017 Q4	$1.09M	Buy	20,680 +3,500	+20%	+$172K	1.09%	20
2017 Q3	$850K	Hold	17,180	–	–	0.85%	29
2017 Q2	$839K	Hold	17,180	–	–	0.85%	26
2017 Q1	$797K	Sell	17,180 -700	-4%	-$35.1K	0.86%	26
2016 Q4	$954K	Buy	+17,880	New	+$894K	1.28%	18

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BigSur Wealth Management's VZ Position: Q3 2023 in Review

BigSur Wealth Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 16,534 shares — an estimated $615K sold.

BigSur Wealth Management first reported a position in VZ in Q4 2016 and held it in 27 quarters. The position peaked at $1.37M in Q1 2019. 2,610 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

BigSur Wealth Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
BigSur Wealth Management sold 16,534 Verizon shares in Q3 2023, an estimated $615K.
BigSur Wealth Management first reported a position in Verizon in Q4 2016 and held it in 27 quarters.
BigSur Wealth Management's Verizon position peaked at $1.37M in Q1 2019.
2,610 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on BigSur Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.