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	–	185
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HBC Financial Services's VZ Position: Q4 2024 in Review

HBC Financial Services held its Verizon (VZ) position steady in Q4 2024 at 400 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #104.

HBC Financial Services first reported a position in VZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $70K in Q3 2020. 3,055 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

HBC Financial Services held 400 shares of Verizon worth $15K as of Q4 2024.
HBC Financial Services left its Verizon share count unchanged in Q4 2024.
Verizon made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #104 holding.
HBC Financial Services first reported a position in Verizon in Q4 2019 and has held it in 20 quarters since.
HBC Financial Services's Verizon position peaked at $70K in Q3 2020.
3,055 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.