CW
VZ icon

CIC Wealth’s Verizon VZ Stock Holding History

CIC Wealth’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 		$350K Buy
7,786
+950
+14% +$39.6K 0.09% 121
2024
Q2 		$282K Sell
6,836
-118
-2% -$4.76K 0.08% 128
2024
Q1 		$292K Sell
6,954
-1,755
-20% -$70.8K 0.08% 125
2023
Q4 		$328K Buy
8,709
+1,963
+29% +$69.5K 0.1% 116
2023
Q3 		$219K Sell
6,746
-1,926
-22% -$65.1K 0.08% 139
2023
Q2 		$323K Sell
8,672
-5,378
-38% -$199K 0.11% 110
2023
Q1 		$546K Sell
14,050
-672
-5% -$26.5K 0.21% 88
2022
Q4 		$580K Buy
+14,722
New +$555K 0.24% 82

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return