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Carolinas Wealth Consulting’s Verizon VZ Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-3,398
Closed -$154K – 954
2025
Q1 		$154K Sell
3,398
-286
-8% -$11.9K 0.03% 198
2024
Q4 		$147K Sell
3,684
-1,281
-26% -$54K 0.03% 210
2024
Q3 		$223K Buy
4,965
+93
+2% +$3.88K 0.04% 175
2024
Q2 		$201K Buy
4,872
+420
+9% +$16.9K 0.04% 179
2024
Q1 		$187K Sell
4,452
-39,330
-90% -$1.59M 0.04% 179
2023
Q4 		$252K Sell
43,782
-385
-0.9% -$13.6K 0.05% 137
2023
Q3 		$255K Sell
44,167
-3,378
-7% -$114K 0.06% 126
2023
Q2 		$389K Sell
47,545
-702
-1% -$26K 0.08% 118
2023
Q1 		$433K Buy
48,247
+275
+0.6% +$10.8K 0.09% 114
2022
Q4 		$427K Buy
47,972
+1,016
+2% +$38.3K 0.1% 111
2022
Q3 		$374K Buy
46,956
+652
+1% +$29K 0.09% 109
2022
Q2 		$454K Buy
46,304
+37,921
+452% +$1.92M 0.11% 93
2022
Q1 		$427K Buy
8,383
+1,298
+18% +$68.8K 0.09% 100
2021
Q4 		$368K Buy
7,085
+222
+3% +$11.6K 0.08% 112
2021
Q3 		$371K Sell
6,863
-2,237
-25% -$124K 0.09% 105
2021
Q2 		$510K Buy
9,100
+207
+2% +$11.9K 0.11% 87
2021
Q1 		$517K Buy
8,893
+769
+9% +$43.4K 0.13% 83
2020
Q4 		$477K Sell
8,124
-95
-1% -$5.64K 0.13% 87
2020
Q3 		$489K Buy
8,219
+939
+13% +$54.6K 0.16% 65
2020
Q2 		$401K Sell
7,280
-243
-3% -$13.7K 0.16% 63
2020
Q1 		$402K Buy
7,523
+1,174
+18% +$67.2K 0.22% 60
2019
Q4 		$383K Buy
+6,349
New +$383K 0.4% 41

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carolinas Wealth Consulting's VZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Verizon (VZ) in Q2 2025, closing a stake of 3,398 shares — an estimated $154K sold.

Carolinas Wealth Consulting first reported a position in VZ in Q4 2019 and held it in 22 quarters. The position peaked at $517K in Q1 2021. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,398 Verizon shares in Q2 2025, an estimated $154K.
  • Carolinas Wealth Consulting first reported a position in Verizon in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Verizon position peaked at $517K in Q1 2021.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.