HBC Financial Services’s Verizon VZ Stock Holding History

HBC Financial Services’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	$15K	Hold	400	–	–	0.01%	104
2024 Q3	$16K	Hold	400	–	–	0.01%	107
2024 Q2	$16K	Hold	400	–	–	0.01%	103
2024 Q1	$15K	Sell	400 -1,360	-77%	-$54.9K	0.01%	100
2023 Q4	$66K	Buy	1,760 +710	+68%	+$25.1K	0.04%	56
2023 Q3	$34K	Buy	1,050 +800	+320%	+$27K	0.03%	71
2023 Q2	$8K	Sell	250 -550	-69%	-$20.4K	0.01%	116
2023 Q1	$31K	Buy	800 +100	+14%	+$3.94K	0.02%	94
2022 Q4	$28K	Buy	700 +500	+250%	+$18.8K	0.02%	81
2022 Q3	$31K	Sell	200 -400	-67%	-$17.8K	0.03%	70
2022 Q2	$30K	Buy	+600	New	+$30.4K	0.02%	79
2022 Q1	–	Sell	-140	Closed	-$2K	–	186
2021 Q4	$2K	Hold	140	–	–	﹤0.01%	158
2021 Q3	$2K	Sell	140 -656	-82%	-$36.3K	﹤0.01%	150
2021 Q2	$44K	Hold	796	–	–	0.03%	73
2021 Q1	$45.9K	Sell	796 -350	-31%	-$19.8K	0.03%	72
2020 Q4	$67K	Sell	1,146 -27	-2%	-$1.6K	0.05%	51
2020 Q3	$70K	Buy	1,173 +27	+2%	+$1.57K	0.06%	46
2020 Q2	$63K	Hold	1,146	–	–	0.06%	52
2020 Q1	$60K	Hold	1,146	–	–	0.07%	46
2019 Q4	$68K	Buy	+1,146	New	+$69.1K	0.06%	57

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return