Investmark Advisory Group’s Verizon VZ Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-5,643	Closed	-$213K	–	122
2023 Q4	$213K	Sell	5,643 -7,055	-56%	-$250K	0.12%	110
2023 Q3	$412K	Buy	12,698 +451	+4%	+$15.2K	0.28%	66
2023 Q2	$455K	Buy	12,247 +573	+5%	+$21.2K	0.3%	61
2023 Q1	$454K	Sell	11,674 -5,744	-33%	-$227K	0.33%	54
2022 Q4	$686K	Buy	17,418 +10,259	+143%	+$387K	0.51%	47
2022 Q3	$271K	Sell	7,159 -2,448	-25%	-$109K	0.24%	74
2022 Q2	$487K	Buy	9,607 +2,698	+39%	+$136K	0.48%	40
2022 Q1	$351K	Sell	6,909 -2,210	-24%	-$117K	0.36%	53
2021 Q4	$473K	Buy	+9,119	New	+$476K	0.44%	39

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Investmark Advisory Group's VZ Position: Q1 2024 in Review

Investmark Advisory Group sold out of Verizon (VZ) in Q1 2024, closing a stake of 5,643 shares — an estimated $213K sold.

Investmark Advisory Group first reported a position in VZ in Q4 2021 and held it in 9 quarters. The position peaked at $686K in Q4 2022. 2,864 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Investmark Advisory Group reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Investmark Advisory Group sold 5,643 Verizon shares in Q1 2024, an estimated $213K.
Investmark Advisory Group first reported a position in Verizon in Q4 2021 and held it in 9 quarters.
Investmark Advisory Group's Verizon position peaked at $686K in Q4 2022.
2,864 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Investmark Advisory Group's 13F filing for Q1 2024, filed 17 May 2024.