Endurance Wealth Management’s Verizon VZ Stock Holding History

Endurance 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
2023 Q2	$438K	Hold	11,782	–	–	0.06%	135
2023 Q1	$458K	Buy	11,782 +2,519	+27%	+$99.3K	0.06%	131
2022 Q4	$365K	Hold	9,263	–	–	0.06%	137
2022 Q3	$352K	Hold	9,263	–	–	0.06%	140
2022 Q2	$470K	Hold	9,263	–	–	0.07%	127
2022 Q1	$472K	Sell	9,263 -150	-2%	-$7.95K	0.06%	137
2021 Q4	$489K	Sell	9,413 -400	-4%	-$20.9K	0.05%	148
2021 Q3	$530K	Sell	9,813 -459	-4%	-$25.4K	0.06%	143
2021 Q2	$575K	Sell	10,272 -127	-1%	-$7.29K	0.06%	139
2021 Q1	$605K	Hold	10,399	–	–	0.07%	136
2020 Q4	$611K	Hold	10,399	–	–	0.08%	131
2020 Q3	$619K	Buy	10,399 +980	+10%	+$56.9K	0.09%	116
2020 Q2	$519K	Hold	9,419	–	–	0.09%	127
2020 Q1	$506K	Buy	9,419 +27	+0.3%	+$1.54K	0.1%	121
2019 Q4	$577K	Hold	9,392	–	–	0.09%	125
2019 Q3	$567K	Hold	9,392	–	–	0.09%	122
2019 Q2	$537K	Hold	9,392	–	–	0.08%	127
2019 Q1	$555K	Sell	9,392 -356	-4%	-$20.2K	0.09%	121
2018 Q4	$548K	Buy	9,748 +350	+4%	+$19.9K	0.1%	117
2018 Q3	$502K	Hold	9,398	–	–	0.08%	125
2018 Q2	$473K	Sell	9,398 -1,087	-10%	-$52.6K	0.08%	126
2018 Q1	$501K	Sell	10,485 -500	-5%	-$25.1K	0.08%	123
2017 Q4	$581K	Sell	10,985 -116	-1%	-$5.7K	0.09%	115
2017 Q3	$549K	Buy	11,101 +16	+0.1%	+$753	0.09%	120
2017 Q2	$495K	Sell	11,085 -24,265	-69%	-$1.13M	0.08%	123
2017 Q1	$1.72M	Sell	35,350 -361	-1%	-$18.1K	0.3%	78
2016 Q4	$1.91M	Hold	35,711	–	–	0.34%	65
2016 Q3	$1.79M	Sell	35,711 -300	-0.8%	-$16.1K	0.32%	70
2016 Q2	$2.01M	Sell	36,011 -325	-0.9%	-$16.9K	0.38%	65
2016 Q1	$1.97K	Buy	36,336 +9,000	+33%	+$450K	0.28%	64
2015 Q4	$1.26M	Sell	27,336 -6	-0%	-$272	0.24%	85
2015 Q3	$1.21M	Sell	27,342 -2,350	-8%	-$108K	0.21%	95
2015 Q2	$1.38M	Sell	29,692 -300	-1%	-$14.7K	0.23%	89
2015 Q1	$1.46M	Buy	29,992 +1,100	+4%	+$53.1K	0.25%	86
2014 Q4	$1.35M	Sell	28,892 -20	-0.1%	-$978	0.24%	87
2014 Q3	$1.45M	Sell	28,912 -6,333	-18%	-$315K	0.27%	80
2014 Q2	$1.72M	Buy	35,245 +4,956	+16%	+$240K	0.29%	80
2014 Q1	$1.44M	Sell	30,289 -600	-2%	-$28.4K	0.28%	76
2013 Q4	$1.52M	Buy	30,889 +5,025	+19%	+$247K	0.3%	73
2013 Q3	$1.21M	Sell	25,864 -3,150	-11%	-$154K	0.26%	77
2013 Q2	$1.46M	Buy	+29,014	New	+$1.48M	0.33%	68

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Endurance Wealth Management's VZ Position: Q2 2023 in Review

Endurance Wealth Management held its Verizon (VZ) position steady in Q2 2023 at 11,782 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #135.

Endurance Wealth Management first reported a position in VZ in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.01M in Q2 2016. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Endurance Wealth Management held 11,782 shares of Verizon worth $438K as of Q2 2023.
Endurance Wealth Management left its Verizon share count unchanged in Q2 2023.
Verizon made up 0.06% of Endurance Wealth Management's portfolio in Q2 2023, its #135 holding.
Endurance Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 41 quarters since.
Endurance Wealth Management's Verizon position peaked at $2.01M in Q2 2016.
2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.