Globeflex Capital’s Verizon VZ Stock Holding History

Globeflex Capital’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 Q4	–	Sell	-106	Closed	-$6K	–	505
2021 Q3	$6K	Hold	106	–	–	﹤0.01%	415
2021 Q2	$6K	Hold	106	–	–	﹤0.01%	433
2021 Q1	$6K	Hold	106	–	–	﹤0.01%	431
2020 Q4	$6K	Hold	106	–	–	﹤0.01%	442
2020 Q3	$6K	Hold	106	–	–	﹤0.01%	437
2020 Q2	$6K	Hold	106	–	–	﹤0.01%	461
2020 Q1	$6K	Hold	106	–	–	﹤0.01%	461
2019 Q4	$7K	Hold	106	–	–	﹤0.01%	457
2019 Q3	$6K	Hold	106	–	–	﹤0.01%	449
2019 Q2	$6K	Buy	+106	New	+$6.11K	﹤0.01%	443
2014 Q3	–	Sell	-80	Closed	-$3K	–	662
2014 Q2	$3K	Sell	80 -8	-9%	-$388	﹤0.01%	429
2014 Q1	$4K	Buy	88 +21	+31%	+$993	﹤0.01%	388
2013 Q4	$3K	Hold	67	–	–	﹤0.01%	419
2013 Q3	$3K	Hold	67	–	–	﹤0.01%	405
2013 Q2	$3K	Buy	+67	New	+$3.42K	﹤0.01%	406

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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