MWM
VZ icon

Maltin Wealth Management’s Verizon VZ Stock Holding History

Maltin 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
Q1 		– Sell
-5,623
Closed -$212K – 126
2023
Q4 		$212K Buy
+5,623
New +$199K 0.14% 109
2023
Q3 		– Sell
-32,534
Closed -$1.21M – 116
2023
Q2 		$1.21M Sell
32,534
-22,521
-41% -$834K 0.86% 39
2023
Q1 		$2.14M Buy
55,055
+28,339
+106% +$1.12M 1.54% 19
2022
Q4 		$1.05M Buy
26,716
+18,636
+231% +$702K 0.77% 43
2022
Q3 		$307K Sell
8,080
-24,273
-75% -$1.08M 0.24% 87
2022
Q2 		$1.64M Sell
32,353
-14,167
-30% -$717K 1.19% 30
2022
Q1 		$2.37M Buy
46,520
+19,466
+72% +$1.03M 1.57% 14
2021
Q4 		$1.41M Buy
27,054
+8,393
+45% +$438K 0.85% 39
2021
Q3 		$1.01M Buy
18,661
+867
+5% +$48K 0.62% 45
2021
Q2 		$997K Sell
17,794
-10,232
-37% -$587K 0.61% 46
2021
Q1 		$1.63M Buy
28,026
+2,921
+12% +$165K 1.06% 30
2020
Q4 		$1.48M Buy
25,105
+2,768
+12% +$164K 1.03% 31
2020
Q3 		$1.33M Buy
22,337
+14,423
+182% +$838K 0.95% 35
2020
Q2 		$436K Buy
7,914
+369
+5% +$20.8K 0.33% 59
2020
Q1 		$405K Buy
7,545
+68
+0.9% +$3.89K 0.34% 56
2019
Q4 		$459K Buy
+7,477
New +$451K 0.3% 47

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maltin Wealth Management's VZ Position: Q1 2024 in Review

Maltin Wealth Management sold out of Verizon (VZ) in Q1 2024, closing a stake of 5,623 shares — an estimated $212K sold.

Maltin Wealth Management first reported a position in VZ in Q4 2019 and held it in 16 quarters. The position peaked at $2.37M in Q1 2022. 2,870 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Maltin Wealth Management reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 5,623 Verizon shares in Q1 2024, an estimated $212K.
  • Maltin Wealth Management first reported a position in Verizon in Q4 2019 and held it in 16 quarters.
  • Maltin Wealth Management's Verizon position peaked at $2.37M in Q1 2022.
  • 2,870 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Maltin Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.