Bison Wealth’s Verizon VZ Stock Holding History

Bison Wealth’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 Q4	$407K	Sell	10,186 -7,418	-42%	-$313K	0.09%	180
2024 Q3	$791K	Sell	17,604 -23,725	-57%	-$990K	0.13%	166
2024 Q2	$1.73M	Hold	41,329	–	–	0.28%	87
2024 Q1	$1.73M	Buy	41,329 +854	+2%	+$34.4K	0.28%	87
2023 Q4	$1.53M	Buy	40,475 +1,158	+3%	+$41K	0.27%	92
2023 Q3	$1.27M	Sell	39,317 -365	-0.9%	-$12.3K	0.25%	105
2023 Q2	$1.48M	Buy	39,682 +12,823	+48%	+$475K	0.27%	97
2023 Q1	$1.01M	Buy	26,859 +856	+3%	+$33.8K	0.31%	95
2022 Q4	$1.07M	Sell	26,003 -41	-0.2%	-$1.54K	0.34%	93
2022 Q3	$988K	Buy	26,044 +3,139	+14%	+$140K	0.39%	81
2022 Q2	$1.16M	Buy	22,905 +73	+0.3%	+$3.69K	0.67%	46
2022 Q1	$1.16M	Sell	22,832 -574	-2%	-$30.4K	0.59%	42
2021 Q4	$1.22M	Sell	23,406 -3,489	-13%	-$182K	0.71%	33
2021 Q3	$1.45M	Buy	26,895 +603	+2%	+$33.4K	0.66%	30
2021 Q2	$1.47M	Sell	26,292 -4,446	-14%	-$255K	0.64%	31
2021 Q1	$1.79M	Buy	30,738 +3,115	+11%	+$176K	0.77%	27
2020 Q4	$1.62M	Buy	27,623 +1,154	+4%	+$68.5K	0.76%	27
2020 Q3	$1.57M	Buy	26,469 +531	+2%	+$30.9K	0.92%	24
2020 Q2	$1.43M	Sell	25,938 -3,006	-10%	-$169K	0.9%	24
2020 Q1	$1.55M	Sell	28,944 -5,358	-16%	-$307K	1.13%	19
2019 Q4	$2.11M	Buy	34,302 +491	+1%	+$29.6K	1.01%	23
2019 Q3	$2.04M	Buy	33,811 +911	+3%	+$52.5K	1.13%	20
2019 Q2	$1.88M	Buy	32,900 +1,072	+3%	+$61.8K	1.1%	20
2019 Q1	$1.88M	Buy	31,828 +2,729	+9%	+$155K	1.16%	18
2018 Q4	$1.64M	Buy	29,099 +112	+0.4%	+$6.36K	1.19%	20
2018 Q3	$1.55M	Buy	28,987 +2,584	+10%	+$137K	1.01%	24
2018 Q2	$1.33M	Buy	26,403 +1,577	+6%	+$76.3K	0.99%	26
2018 Q1	$1.19M	Sell	24,826 -3,222	-11%	-$162K	0.91%	28
2017 Q4	$1.49M	Sell	28,048 -1,199	-4%	-$59K	1.09%	20
2017 Q3	$1.45M	Sell	29,247 -920	-3%	-$43.3K	1.16%	17
2017 Q2	$1.35M	Sell	30,167 -1,072	-3%	-$49.9K	1.11%	19
2017 Q1	$1.52M	Sell	31,239 -7,182	-19%	-$360K	1.31%	17
2016 Q4	$2.05M	Sell	38,421 -3,140	-8%	-$157K	1.75%	8
2016 Q3	$2.16M	Sell	41,561 -12,749	-23%	-$684K	1.83%	9
2016 Q2	$3M	Sell	54,310 -448	-0.8%	-$23.2K	1.81%	7
2016 Q1	$2.93M	Sell	54,758 -3,567	-6%	-$178K	1.88%	7
2015 Q4	$2.66M	Buy	58,325 +2,406	+4%	+$109K	1.52%	11
2015 Q3	$2.4M	Buy	55,919 +10,972	+24%	+$506K	1.58%	12
2015 Q2	$2.07M	Buy	44,947 +2,114	+5%	+$103K	1.21%	15
2015 Q1	$2.08M	Buy	42,833 +1,679	+4%	+$81K	1.26%	15
2014 Q4	$1.93M	Buy	+41,154	New	+$2.01M	1.46%	14

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Bison Wealth's VZ Position: Q4 2024 in Review

Bison Wealth reduced its Verizon (VZ) stake by 42% in Q4 2024, selling an estimated $313K and leaving 10,186 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #180.

Bison Wealth first reported a position in VZ in Q4 2014 and has held it in 41 quarters since. The position peaked at $3M in Q2 2016. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Bison Wealth held 10,186 shares of Verizon worth $407K as of Q4 2024.
Bison Wealth sold 7,418 Verizon shares in Q4 2024, an estimated $313K.
Verizon made up 0.09% of Bison Wealth's portfolio in Q4 2024, its #180 holding.
Bison Wealth first reported a position in Verizon in Q4 2014 and has held it in 41 quarters since.
Bison Wealth's Verizon position peaked at $3M in Q2 2016.
3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.