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Geller Advisors’s Verizon VZ Stock Holding History

Geller Advisors’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
2024
Q4 		$521K Sell
13,025
-487
-4% -$20.5K 0.03% 127
2024
Q3 		$607K Buy
13,512
+790
+6% +$33K 0.04% 114
2024
Q2 		$525K Sell
12,722
-524
-4% -$21.1K 0.04% 133
2024
Q1 		$556K Buy
13,246
+310
+2% +$12.5K 0.05% 125
2023
Q4 		$488K Sell
12,936
-269
-2% -$9.52K 0.05% 130
2023
Q3 		$428K Sell
13,205
-7,980
-38% -$270K 0.05% 138
2023
Q2 		$788K Buy
21,185
+7,651
+57% +$283K 0.1% 67
2023
Q1 		$526K Buy
13,534
+2,604
+24% +$103K 0.08% 63
2022
Q4 		$431K Buy
10,930
+2,154
+25% +$81.2K 0.07% 64
2022
Q3 		$333K Sell
8,776
-5,208
-37% -$232K 0.07% 72
2022
Q2 		$710K Sell
13,984
-161
-1% -$8.14K 0.15% 39
2022
Q1 		$721K Sell
14,145
-606
-4% -$32.1K 0.13% 42
2021
Q4 		$766K Buy
14,751
+26
+0.2% +$1.36K 0.15% 40
2021
Q3 		$795K Buy
14,725
+2,307
+19% +$128K 0.17% 35
2021
Q2 		$696K Buy
12,418
+104
+0.8% +$5.97K 0.15% 30
2021
Q1 		$716K Buy
12,314
+1,387
+13% +$78.3K 0.17% 30
2020
Q4 		$809K Sell
10,927
-493
-4% -$29.3K 0.2% 20
2020
Q3 		$679K Buy
11,420
+250
+2% +$14.5K 0.19% 23
2020
Q2 		$616K Buy
+11,170
New +$628K 0.19% 22

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geller Advisors's VZ Position: Q4 2024 in Review

Geller Advisors reduced its Verizon (VZ) stake by 3.6% in Q4 2024, selling an estimated $20.5K and leaving 13,025 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #127.

Geller Advisors first reported a position in VZ in Q2 2020 and has held it in 19 quarters since. The position peaked at $809K in Q4 2020. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Geller Advisors held 13,025 shares of Verizon worth $521K as of Q4 2024.
  • Geller Advisors sold 487 Verizon shares in Q4 2024, an estimated $20.5K.
  • Verizon made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #127 holding.
  • Geller Advisors first reported a position in Verizon in Q2 2020 and has held it in 19 quarters since.
  • Geller Advisors's Verizon position peaked at $809K in Q4 2020.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.