Capital Wealth Alliance’s Verizon VZ Stock Holding History

Capital Wealth Alliance’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 Q3	–	Sell	-5,050	Closed	-$208K	–	103
2024 Q2	$208K	Buy	5,050 +39	+0.8%	+$1.57K	0.12%	94
2024 Q1	$210K	Buy	+5,011	New	+$202K	0.12%	96
2022 Q4	–	Sell	-5,479	Closed	-$208K	–	125
2022 Q3	$208K	Sell	5,479 -960	-15%	-$42.8K	0.17%	103
2022 Q2	$326K	Buy	6,439 +248	+4%	+$12.5K	0.23%	92
2022 Q1	$315K	Buy	+6,191	New	+$328K	0.19%	103
2021 Q4	–	Sell	-4,302	Closed	-$224K	–	155
2021 Q3	$224K	Sell	4,302 -474	-10%	-$26.2K	0.14%	124
2021 Q2	$266K	Sell	4,776 -278	-6%	-$16K	0.17%	110
2021 Q1	$293K	Buy	5,054 +1,091	+28%	+$61.6K	0.2%	102
2020 Q4	$216K	Sell	3,963 -208	-5%	-$12.4K	0.16%	111
2020 Q3	$248K	Buy	+4,171	New	+$242K	0.22%	84
2020 Q1	–	Sell	-1,962	Closed	-$117K	–	342
2019 Q4	$117K	Buy	+1,962	New	+$118K	0.1%	101

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Wealth Alliance's VZ Position: Q3 2024 in Review

Capital Wealth Alliance sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,050 shares — an estimated $208K sold.

Capital Wealth Alliance first reported a position in VZ in Q4 2019 and held it in 11 quarters. The position peaked at $326K in Q2 2022. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Capital Wealth Alliance reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Capital Wealth Alliance sold 5,050 Verizon shares in Q3 2024, an estimated $208K.
Capital Wealth Alliance first reported a position in Verizon in Q4 2019 and held it in 11 quarters.
Capital Wealth Alliance's Verizon position peaked at $326K in Q2 2022.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Capital Wealth Alliance's 13F filing for Q3 2024, filed 30 Oct 2024.