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VZ icon

Bridgeworth’s Verizon VZ Stock Holding History

Bridgeworth’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
Q4 		$234K Sell
6,211
-7
-0.1% -$248 0.02% 163
2023
Q3 		$202K Buy
6,218
+23
+0.4% +$777 0.02% 163
2023
Q2 		$230K Sell
6,195
-124
-2% -$4.59K 0.03% 154
2023
Q1 		$246K Sell
6,319
-457
-7% -$18K 0.03% 143
2022
Q4 		$267K Sell
6,776
-1,005
-13% -$37.9K 0.04% 132
2022
Q3 		$295K Sell
7,781
-21
-0.3% -$935 0.07% 110
2022
Q2 		$396K Sell
7,802
-1,159
-13% -$58.6K 0.09% 96
2022
Q1 		$456K Sell
8,961
-1,264
-12% -$67K 0.1% 86
2021
Q4 		$531K Buy
10,225
+528
+5% +$27.5K 0.12% 79
2021
Q3 		$524K Buy
9,697
+253
+3% +$14K 0.15% 73
2021
Q2 		$529K Buy
9,444
+201
+2% +$11.5K 0.15% 72
2021
Q1 		$537K Sell
9,243
-25
-0.3% -$1.41K 0.17% 66
2020
Q4 		$545K Sell
9,268
-26
-0.3% -$1.54K 0.18% 69
2020
Q3 		$553K Sell
9,294
-880
-9% -$51.1K 0.21% 66
2020
Q2 		$561K Sell
10,174
-174
-2% -$9.79K 0.22% 64
2020
Q1 		$556K Sell
10,348
-647
-6% -$37K 0.25% 58
2019
Q4 		$675K Sell
10,995
-2,065
-16% -$125K 0.25% 55
2019
Q3 		$788K Sell
13,060
-3,256
-20% -$188K 0.3% 47
2019
Q2 		$932K Buy
16,316
+903
+6% +$52K 0.35% 47
2019
Q1 		$911K Sell
15,413
-254
-2% -$14.4K 0.36% 45
2018
Q4 		$748K Buy
15,667
+304
+2% +$17.3K 0.43% 36
2018
Q3 		$698K Buy
15,363
+1,508
+11% +$79.8K 0.39% 40
2018
Q2 		$697K Sell
13,855
-2,321
-14% -$112K 0.3% 52
2018
Q1 		$763K Buy
+16,176
New +$813K 0.35% 49
2017
Q3 		– Sell
-13,796
Closed -$593K – 132
2017
Q2 		$593K Sell
13,796
-1,656
-11% -$77.1K 0.3% 60
2017
Q1 		$759K Buy
15,452
+2,384
+18% +$120K 0.4% 52
2016
Q4 		$684K Buy
+13,068
New +$653K 0.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgeworth's VZ Position: Q4 2023 in Review

Bridgeworth reduced its Verizon (VZ) stake by 0.11% in Q4 2023, selling an estimated $248 and leaving 6,211 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #163.

Bridgeworth first reported a position in VZ in Q4 2016 and has held it in 27 quarters since. The position peaked at $932K in Q2 2019. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • Bridgeworth held 6,211 shares of Verizon worth $234K as of Q4 2023.
  • Bridgeworth sold 7 Verizon shares in Q4 2023, an estimated $248.
  • Verizon made up 0.02% of Bridgeworth's portfolio in Q4 2023, its #163 holding.
  • Bridgeworth first reported a position in Verizon in Q4 2016 and has held it in 27 quarters since.
  • Bridgeworth's Verizon position peaked at $932K in Q2 2019.
  • 2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.