Compass Wealth Management’s Verizon VZ Stock Holding History

Compass Wealth Management’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	-395	Closed	-$17.9K	–	415
2025 Q1	$17.9K	Hold	395	–	–	﹤0.01%	330
2024 Q4	$15.8K	Hold	395	–	–	﹤0.01%	330
2024 Q3	$17.7K	Sell	395 -300	-43%	-$12.5K	﹤0.01%	331
2024 Q2	$28.7K	Hold	695	–	–	0.01%	300
2024 Q1	$29.2K	Hold	695	–	–	0.01%	296
2023 Q4	$26.2K	Hold	695	–	–	0.01%	294
2023 Q3	$22.5K	Buy	695 +250	+56%	+$8.45K	0.01%	303
2023 Q2	$16.6K	Hold	445	–	–	0.01%	341
2023 Q1	$17.3K	Buy	445 +300	+207%	+$11.8K	0.01%	336
2022 Q4	$5.71K	Buy	+145	New	+$5.46K	﹤0.01%	378

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Compass Wealth Management's VZ Position: Q2 2025 in Review

Compass Wealth Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 395 shares — an estimated $17.9K sold.

Compass Wealth Management first reported a position in VZ in Q4 2022 and held it in 10 quarters. The position peaked at $29.2K in Q1 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Compass Wealth Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 395 Verizon shares in Q2 2025, an estimated $17.9K.
Compass Wealth Management first reported a position in Verizon in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's Verizon position peaked at $29.2K in Q1 2024.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.