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Concourse Financial Group Securities’s Verizon VZ Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-83,076
Closed -$3.29M – 2061
2024
Q4 		$3.29M Sell
83,076
-1,307
-2% -$55.1K 0.19% 116
2024
Q3 		$3.79M Buy
84,383
+3,897
+5% +$163K 0.23% 104
2024
Q2 		$3.32M Sell
80,486
-4,322
-5% -$174K 0.21% 111
2024
Q1 		$3.56M Buy
84,808
+569
+0.7% +$23K 0.23% 106
2023
Q4 		$3.18M Buy
84,239
+849
+1% +$30K 0.23% 100
2023
Q3 		$2.7M Buy
83,390
+1,698
+2% +$57.4K 0.21% 110
2023
Q2 		$3.04M Buy
81,692
+133
+0.2% +$4.92K 0.23% 97
2023
Q1 		$3.17M Buy
81,559
+7,471
+10% +$295K 0.25% 96
2022
Q4 		$2.92M Buy
74,088
+4,502
+6% +$170K 0.24% 99
2022
Q3 		$2.64M Sell
69,586
-322
-0.5% -$14.3K 0.25% 97
2022
Q2 		$3.55M Buy
69,908
+5,416
+8% +$274K 0.3% 76
2022
Q1 		$3.29M Sell
64,492
-4,553
-7% -$241K 0.24% 91
2021
Q4 		$3.59M Buy
69,045
+2,197
+3% +$115K 0.2% 103
2021
Q3 		$3.61M Buy
66,848
+4,264
+7% +$236K 0.22% 99
2021
Q2 		$3.51M Buy
62,584
+818
+1% +$46.9K 0.22% 99
2021
Q1 		$3.59M Sell
61,766
-2,366
-4% -$134K 0.25% 85
2020
Q4 		$3.77M Buy
64,132
+3,397
+6% +$202K 0.28% 78
2020
Q3 		$3.61M Buy
60,735
+2,924
+5% +$170K 0.31% 69
2020
Q2 		$3.19M Buy
57,811
+3,569
+7% +$201K 0.31% 69
2020
Q1 		$2.91M Buy
54,242
+5,772
+12% +$330K 0.32% 65
2019
Q4 		$2.98M Buy
48,470
+33,897
+233% +$2.04M 0.29% 73
2019
Q3 		$880K Sell
14,573
-29,448
-67% -$1.7M 0.22% 86
2019
Q2 		$2.52M Buy
44,021
+2,219
+5% +$128K 0.25% 75
2019
Q1 		$2.47M Buy
41,802
+1,221
+3% +$69.1K 0.25% 73
2018
Q4 		$2.28M Buy
40,581
+26,727
+193% +$1.52M 0.27% 73
2018
Q3 		$740K Buy
+13,854
New +$733K 0.21% 102

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's VZ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Verizon (VZ) in Q1 2025, closing a stake of 83,076 shares — an estimated $3.29M sold.

Concourse Financial Group Securities first reported a position in VZ in Q3 2018 and held it in 26 quarters. The position peaked at $3.79M in Q3 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 83,076 Verizon shares in Q1 2025, an estimated $3.29M.
  • Concourse Financial Group Securities first reported a position in Verizon in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Verizon position peaked at $3.79M in Q3 2024.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.