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Bosun Asset Management’s Verizon VZ Stock Holding History

Bosun Asset 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
2024
Q4 		– Sell
-4,627
Closed -$208K – 224
2024
Q3 		$208K Buy
+4,627
New +$193K 0.1% 173
2024
Q2 		– Sell
-4,992
Closed -$209K – 205
2024
Q1 		$209K Buy
+4,992
New +$201K 0.12% 173
2023
Q3 		– Sell
-2,465
Closed -$91.7K – 194
2023
Q2 		$91.7K Buy
+2,465
New +$91.2K 0.09% 153
2022
Q3 		– Sell
-4,592
Closed -$233K – 75
2022
Q2 		$233K Buy
4,592
+182
+4% +$9.21K 0.32% 55
2022
Q1 		$225K Sell
4,410
-500
-10% -$26.5K 0.24% 64
2021
Q4 		$255K Buy
+4,910
New +$256K 0.23% 53

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

Bosun Asset Management's VZ Position: Q4 2024 in Review

Bosun Asset Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,627 shares — an estimated $208K sold.

Bosun Asset Management first reported a position in VZ in Q4 2021 and held it in 6 quarters. The position peaked at $255K in Q4 2021. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Bosun Asset Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Bosun Asset Management sold 4,627 Verizon shares in Q4 2024, an estimated $208K.
  • Bosun Asset Management first reported a position in Verizon in Q4 2021 and held it in 6 quarters.
  • Bosun Asset Management's Verizon position peaked at $255K in Q4 2021.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Bosun Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.