Kolinsky Wealth Management’s Verizon VZ Stock Holding History

Kolinsky Wealth Management’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	$481K	Buy	12,028 +734	+6%	+$31K	0.29%	69
2024 Q3	$507K	Buy	11,294 +885	+9%	+$36.9K	0.33%	66
2024 Q2	$429K	Sell	10,409 -1,236	-11%	-$49.8K	0.31%	71
2024 Q1	$489K	Sell	11,645 -272	-2%	-$11K	0.37%	62
2023 Q4	$449K	Buy	11,917 +1,859	+18%	+$65.8K	0.4%	62
2023 Q3	$326K	Sell	10,058 -1,203	-11%	-$40.6K	0.32%	75
2023 Q2	$417K	Buy	11,261 +638	+6%	+$23.6K	0.4%	64
2023 Q1	$413K	Buy	10,623 +3,388	+47%	+$134K	0.44%	49
2022 Q4	$285K	Sell	7,235 -2,762	-28%	-$104K	0.33%	82
2022 Q3	$380K	Buy	9,997 +561	+6%	+$25K	0.48%	41
2022 Q2	$479K	Buy	9,436 +832	+10%	+$42.1K	0.57%	35
2022 Q1	$438K	Buy	8,604 +653	+8%	+$34.6K	0.43%	43
2021 Q4	$413K	Buy	+7,951	New	+$415K	0.38%	52

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kolinsky Wealth Management's VZ Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Verizon (VZ) stake by 6.5% in Q4 2024, buying an estimated $31K and bringing the position to 12,028 shares worth $481K. The position accounts for 0.29% of the portfolio, ranked #69.

Kolinsky Wealth Management first reported a position in VZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $507K in Q3 2024. 3,055 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Kolinsky Wealth Management held 12,028 shares of Verizon worth $481K as of Q4 2024.
Kolinsky Wealth Management bought 734 Verizon shares in Q4 2024, an estimated $31K.
Verizon made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #69 holding.
Kolinsky Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Verizon position peaked at $507K in Q3 2024.
3,055 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.