FullCircle Wealth’s Verizon VZ Stock Holding History

FullCircle 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
2025 Q1	–	Sell	-5,508	Closed	-$226K	–	267
2024 Q4	$226K	Sell	5,508 -6,558	-54%	-$277K	0.09%	180
2024 Q3	$502K	Sell	12,066 -16,658	-58%	-$695K	0.23%	124
2024 Q2	$1.14M	Buy	+28,724	New	+$1.16M	0.56%	53

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FullCircle Wealth's VZ Position: Q1 2025 in Review

FullCircle Wealth sold out of Verizon (VZ) in Q1 2025, closing a stake of 5,508 shares — an estimated $226K sold.

FullCircle Wealth first reported a position in VZ in Q2 2024 and held it in 3 quarters. The position peaked at $1.14M in Q2 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

FullCircle Wealth reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
FullCircle Wealth sold 5,508 Verizon shares in Q1 2025, an estimated $226K.
FullCircle Wealth first reported a position in Verizon in Q2 2024 and held it in 3 quarters.
FullCircle Wealth's Verizon position peaked at $1.14M in Q2 2024.
3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on FullCircle Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.