FWM
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Foresight Wealth Management’s Verizon VZ Stock Holding History

Foresight 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
2021
Q3 		– Sell
-7,057
Closed -$395K – 144
2021
Q2 		$395K Buy
7,057
+194
+3% +$11.1K 0.09% 85
2021
Q1 		$399K Sell
6,863
-1,502
-18% -$84.8K 0.1% 84
2020
Q4 		$491K Sell
8,365
-956
-10% -$56.8K 0.13% 65
2020
Q3 		$555K Sell
9,321
-435
-4% -$25.3K 0.19% 56
2020
Q2 		$538K Buy
9,756
+21
+0.2% +$1.18K 0.25% 53
2020
Q1 		$523K Sell
9,735
-52
-0.5% -$2.98K 0.36% 49
2019
Q4 		$601K Buy
9,787
+7
+0.1% +$422 0.37% 49
2019
Q3 		$590K Buy
9,780
+284
+3% +$16.4K 0.43% 49
2019
Q2 		$543K Buy
9,496
+93
+1% +$5.36K 0.41% 53
2019
Q1 		$556K Buy
9,403
+186
+2% +$10.5K 0.48% 51
2018
Q4 		$518K Buy
+9,217
New +$523K 0.55% 47

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return