GSB Wealth Management’s Verizon VZ Stock Holding History

GSB 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 Q3	–	Sell	-8,395	Closed	-$312K	–	215
2023 Q2	$312K	Sell	8,395 -20,035	-70%	-$742K	0.1%	163
2023 Q1	$1.11M	Sell	28,430 -5,556	-16%	-$219K	0.36%	92
2022 Q4	$1.34M	Sell	33,986 -34,365	-50%	-$1.29M	0.48%	77
2022 Q3	$2.6M	Buy	68,351 +2,145	+3%	+$95.5K	0.94%	28
2022 Q2	$3.36M	Sell	66,206 -454	-0.7%	-$23K	1.15%	21
2022 Q1	$3.4M	Sell	66,660 -4,636	-7%	-$246K	0.99%	23
2021 Q4	$3.71M	Buy	71,296 +8,731	+14%	+$456K	1.06%	22
2021 Q3	$3.38M	Sell	62,565 -14,361	-19%	-$794K	1.74%	14
2021 Q2	$4.31M	Sell	76,926 -5,817	-7%	-$334K	1.34%	9
2021 Q1	$4.81M	Buy	82,743 +76,488	+1,223%	+$4.32M	1.6%	7
2020 Q4	$367K	Hold	6,255	–	–	1.65%	20
2020 Q3	$372K	Hold	6,255	–	–	1.7%	18
2020 Q2	$345K	Hold	6,255	–	–	1.93%	15
2020 Q1	$336K	Hold	6,255	–	–	2.45%	12
2019 Q4	$384K	Hold	6,255	–	–	1.58%	20
2019 Q3	$378K	Hold	6,255	–	–	1.84%	17
2019 Q2	$357K	Sell	6,255 -2,077	-25%	-$120K	1.86%	18
2019 Q1	$493K	Hold	8,332	–	–	2.11%	11
2018 Q4	$468K	Hold	8,332	–	–	2.47%	11
2018 Q3	$445K	Hold	8,332	–	–	1.83%	14
2018 Q2	$419K	Hold	8,332	–	–	1.99%	15
2018 Q1	$398K	Hold	8,332	–	–	1.92%	14
2017 Q4	$441K	Hold	8,332	–	–	1.99%	12
2017 Q3	$412K	Hold	8,332	–	–	1.95%	12
2017 Q2	$372K	Hold	8,332	–	–	1.68%	16
2017 Q1	$406K	Hold	8,332	–	–	1.72%	17
2016 Q4	$445K	Buy	+8,332	New	+$416K	1.74%	18

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GSB Wealth Management's VZ Position: Q3 2023 in Review

GSB Wealth Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 8,395 shares — an estimated $312K sold.

GSB Wealth Management first reported a position in VZ in Q4 2016 and held it in 27 quarters. The position peaked at $4.81M in Q1 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

GSB Wealth Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
GSB Wealth Management sold 8,395 Verizon shares in Q3 2023, an estimated $312K.
GSB Wealth Management first reported a position in Verizon in Q4 2016 and held it in 27 quarters.
GSB Wealth Management's Verizon position peaked at $4.81M in Q1 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on GSB Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.