Briaud Financial Planning’s Verizon VZ Stock Holding History

Briaud Financial 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 Q3	–	Sell	-1,683	Closed	-$72K	–	339
2025 Q2	$72K	Hold	1,683	–	–	0.03%	84
2025 Q1	$76K	Hold	1,683	–	–	0.03%	67
2024 Q4	$67K	Hold	1,683	–	–	0.03%	69
2024 Q3	$75K	Hold	1,683	–	–	0.04%	49
2024 Q2	$69K	Sell	1,683 -204	-11%	-$8.22K	0.04%	48
2024 Q1	$80K	Buy	+1,887	New	+$76.1K	0.05%	45
2023 Q4	–	Sell	-1,925	Closed	-$62K	–	164
2023 Q3	$62K	Buy	+1,925	New	+$65K	0.05%	51
2020 Q4	–	Sell	-3,620	Closed	-$215K	–	24
2020 Q3	$215K	Sell	3,620 -565	-14%	-$32.8K	0.16%	16
2020 Q2	$230K	Buy	+4,185	New	+$235K	0.18%	16
2020 Q1	–	Sell	-3,317	Closed	-$204K	–	25
2019 Q4	$204K	Buy	+3,317	New	+$200K	0.21%	20

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Briaud Financial Planning's VZ Position: Q3 2025 in Review

Briaud Financial Planning sold out of Verizon (VZ) in Q3 2025, closing a stake of 1,683 shares — an estimated $72K sold.

Briaud Financial Planning first reported a position in VZ in Q4 2019 and held it in 10 quarters. The position peaked at $230K in Q2 2020. 3,038 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

Briaud Financial Planning reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,683 Verizon shares in Q3 2025, an estimated $72K.
Briaud Financial Planning first reported a position in Verizon in Q4 2019 and held it in 10 quarters.
Briaud Financial Planning's Verizon position peaked at $230K in Q2 2020.
3,038 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.