Heck Capital Advisors’s Verizon VZ Stock Holding History

Heck Capital 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
2023 Q4	–	Sell	-4,577	Closed	-$148K	–	205
2023 Q3	$148K	Sell	4,577 -54	-1%	-$1.82K	0.03%	128
2023 Q2	$172K	Sell	4,631 -104	-2%	-$3.85K	0.03%	123
2023 Q1	$184K	Buy	4,735 +330	+7%	+$13K	0.04%	115
2022 Q4	$174K	Buy	+4,405	New	+$166K	0.03%	119
2019 Q1	–	Sell	-2,955	Closed	-$166K	–	98
2018 Q4	$166K	Sell	2,955 -56	-2%	-$3.18K	0.06%	80
2018 Q3	$161K	Sell	3,011 -177	-6%	-$9.37K	0.05%	81
2018 Q2	$160K	Buy	+3,188	New	+$154K	0.06%	76
2017 Q2	–	Sell	-2,518	Closed	-$123K	–	82
2017 Q1	$123K	Sell	2,518 -127	-5%	-$6.37K	0.08%	59
2016 Q4	$141K	Buy	+2,645	New	+$132K	0.1%	49

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Heck Capital Advisors's VZ Position: Q4 2023 in Review

Heck Capital Advisors sold out of Verizon (VZ) in Q4 2023, closing a stake of 4,577 shares — an estimated $148K sold.

Heck Capital Advisors first reported a position in VZ in Q4 2016 and held it in 9 quarters. The position peaked at $184K in Q1 2023. 2,826 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Heck Capital Advisors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Heck Capital Advisors sold 4,577 Verizon shares in Q4 2023, an estimated $148K.
Heck Capital Advisors first reported a position in Verizon in Q4 2016 and held it in 9 quarters.
Heck Capital Advisors's Verizon position peaked at $184K in Q1 2023.
2,826 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.