Burkett Financial Services’s Verizon VZ Stock Holding History

Burkett Financial Services’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 Q4	–	Sell	-444	Closed	-$19.5K	–	242
2025 Q3	$19.5K	Buy	444 +7	+2%	+$303	0.01%	140
2025 Q2	$18.9K	Buy	437 +6	+1%	+$260	0.01%	128
2025 Q1	$19.5K	Buy	431 +7	+2%	+$291	0.01%	136
2024 Q4	$16.9K	Sell	424 -1,071	-72%	-$45.2K	0.01%	126
2024 Q3	$67.2K	Buy	1,495 +24	+2%	+$1K	0.03%	73
2024 Q2	$60.7K	Sell	1,471 -579	-28%	-$23.3K	0.03%	70
2024 Q1	$86K	Buy	2,050 +32	+2%	+$1.29K	0.04%	65
2023 Q4	$76.1K	Buy	+2,018	New	+$71.4K	0.04%	67

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Burkett Financial Services's VZ Position: Q4 2025 in Review

Burkett Financial Services sold out of Verizon (VZ) in Q4 2025, closing a stake of 444 shares — an estimated $19.5K sold.

Burkett Financial Services first reported a position in VZ in Q4 2023 and held it in 8 quarters. The position peaked at $86K in Q1 2024. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Burkett Financial Services reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Burkett Financial Services sold 444 Verizon shares in Q4 2025, an estimated $19.5K.
Burkett Financial Services first reported a position in Verizon in Q4 2023 and held it in 8 quarters.
Burkett Financial Services's Verizon position peaked at $86K in Q1 2024.
3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Burkett Financial Services's 13F filing for Q4 2025, filed 5 Jan 2026.