Householder Group Estate & Retirement Specialist’s Verizon VZ Stock Holding History

Householder Group Estate & Retirement Specialist’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	$16K	Sell	415 -11,293	-96%	-$476K	0.01%	314
2024 Q3	$525K	Buy	11,708 +391	+3%	+$16.3K	0.15%	133
2024 Q2	$466K	Buy	11,317 +1,056	+10%	+$42.6K	0.13%	144
2024 Q1	$431K	Sell	10,261 -2,485	-19%	-$100K	0.13%	151
2023 Q4	$480K	Sell	12,746 -928	-7%	-$32.8K	0.16%	124
2023 Q3	$443K	Buy	+13,674	New	+$462K	0.16%	119
2023 Q1	$411K	Sell	10,578 -1,305	-11%	-$51.5K	0.16%	125
2022 Q4	$468K	Sell	11,883 -2,236	-16%	-$84.2K	0.7%	29
2022 Q3	$536K	Sell	14,119 -3,084	-18%	-$137K	0.22%	103
2022 Q2	$873K	Sell	17,203 -2,169	-11%	-$110K	0.39%	55
2022 Q1	$987K	Sell	19,372 -692	-3%	-$36.7K	0.4%	64
2021 Q4	$1.04M	Buy	+20,064	New	+$1.05M	0.39%	68

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Householder Group Estate & Retirement Specialist's VZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Verizon (VZ) stake by 96% in Q4 2024, selling an estimated $476K and leaving 415 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #314.

Householder Group Estate & Retirement Specialist first reported a position in VZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2021. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 415 shares of Verizon worth $16K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 11,293 Verizon shares in Q4 2024, an estimated $476K.
Verizon made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #314 holding.
Householder Group Estate & Retirement Specialist first reported a position in Verizon in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Verizon position peaked at $1.04M in Q4 2021.
3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.