JDM Financial Group’s Verizon VZ Stock Holding History

JDM Financial 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 Q4	–	Sell	-52	Closed	-$2.33K	–	422
2024 Q3	$2.33K	Buy	+52	New	+$2.17K	﹤0.01%	244
2023 Q2	–	Sell	-108	Closed	-$4.18K	–	222
2023 Q1	$4.18K	Hold	108	–	–	﹤0.01%	193
2022 Q4	$4.24K	Buy	+108	New	+$4.07K	﹤0.01%	186

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 $1.6B AUM 20.7% 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

JDM Financial Group's VZ Position: Q4 2024 in Review

JDM Financial Group sold out of Verizon (VZ) in Q4 2024, closing a stake of 52 shares — an estimated $2.33K sold.

JDM Financial Group first reported a position in VZ in Q4 2022 and held it in 3 quarters. The position peaked at $4.24K in Q4 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

JDM Financial Group reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 52 Verizon shares in Q4 2024, an estimated $2.33K.
JDM Financial Group first reported a position in Verizon in Q4 2022 and held it in 3 quarters.
JDM Financial Group's Verizon position peaked at $4.24K in Q4 2022.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.