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Black Diamond Financial’s Verizon VZ Stock Holding History

Black Diamond Financial’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 		– Sell
-5,134
Closed -$231K – 156
2024
Q3 		$231K Sell
5,134
-55
-1% -$2.29K 0.04% 126
2024
Q2 		$214K Buy
+5,189
New +$209K 0.04% 130
2022
Q3 		– Sell
-6,781
Closed -$344K – 116
2022
Q2 		$344K Sell
6,781
-2,825
-29% -$143K 0.14% 75
2022
Q1 		$489K Buy
9,606
+4,708
+96% +$249K 0.15% 67
2021
Q4 		$255K Hold
4,898
– – 0.09% 84
2021
Q3 		$265K Buy
4,898
+380
+8% +$21K 0.13% 63
2021
Q2 		$253K Hold
4,518
– – 0.1% 75
2021
Q1 		$263K Sell
4,518
-400
-8% -$22.6K 0.11% 71
2020
Q4 		$289K Sell
4,918
-880
-15% -$52.3K 0.13% 61
2020
Q3 		$345K Sell
5,798
-212
-4% -$12.3K 0.19% 50
2020
Q2 		$331K Sell
6,010
-1,423
-19% -$80K 0.22% 52
2020
Q1 		$399K Buy
7,433
+3,217
+76% +$184K 0.3% 43
2019
Q4 		$259K Sell
4,216
-939
-18% -$56.6K 0.19% 57
2019
Q3 		$311K Buy
+5,155
New +$297K 0.23% 51
2019
Q2 		– Sell
-3,480
Closed -$206K – 58
2019
Q1 		$206K Sell
3,480
-1,275
-27% -$72.2K 0.18% 53
2018
Q4 		$263K Buy
+4,755
New +$270K 0.21% 54

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Black Diamond Financial's VZ Position: Q4 2024 in Review

Black Diamond Financial sold out of Verizon (VZ) in Q4 2024, closing a stake of 5,134 shares — an estimated $231K sold.

Black Diamond Financial first reported a position in VZ in Q4 2018 and held it in 16 quarters. The position peaked at $489K in Q1 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Black Diamond Financial reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Black Diamond Financial sold 5,134 Verizon shares in Q4 2024, an estimated $231K.
  • Black Diamond Financial first reported a position in Verizon in Q4 2018 and held it in 16 quarters.
  • Black Diamond Financial's Verizon position peaked at $489K in Q1 2022.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Black Diamond Financial's 13F filing for Q4 2024, filed 4 Feb 2025.