Keener Financial Planning’s Verizon VZ Stock Holding History

Keener Financial Planning’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	-126	Closed	-$5K	–	198
2024 Q3	$5K	Hold	126	–	–	﹤0.01%	160
2024 Q2	$5K	Hold	126	–	–	﹤0.01%	160
2024 Q1	$6K	Hold	126	–	–	﹤0.01%	170
2023 Q4	$5K	Buy	+126	New	+$4.46K	﹤0.01%	166

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

Keener Financial Planning's VZ Position: Q4 2024 in Review

Keener Financial Planning sold out of Verizon (VZ) in Q4 2024, closing a stake of 126 shares — an estimated $5K sold.

Keener Financial Planning first reported a position in VZ in Q4 2023 and held it in 4 quarters. The position peaked at $6K in Q1 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Keener Financial Planning reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Keener Financial Planning sold 126 Verizon shares in Q4 2024, an estimated $5K.
Keener Financial Planning first reported a position in Verizon in Q4 2023 and held it in 4 quarters.
Keener Financial Planning's Verizon position peaked at $6K in Q1 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.