Massachusetts Wealth Management’s Verizon VZ Stock Holding History

Massachusetts 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 Q3	–	Sell	-17,939	Closed	-$740K	–	97
2024 Q2	$740K	Sell	17,939 -2,435	-12%	-$98.1K	0.5%	68
2024 Q1	$855K	Hold	20,374	–	–	0.6%	62
2023 Q4	$768K	Sell	20,374 -2,993	-13%	-$106K	0.62%	64
2023 Q3	$757K	Buy	23,367 +3,855	+20%	+$130K	0.7%	56
2023 Q2	$726K	Buy	19,512 +742	+4%	+$27.5K	0.69%	55
2023 Q1	$730K	Sell	18,770 -100	-0.5%	-$3.94K	0.75%	51
2022 Q4	$784K	Buy	+18,870	New	+$711K	0.76%	50

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Wealth Management's VZ Position: Q3 2024 in Review

Massachusetts Wealth Management sold out of Verizon (VZ) in Q3 2024, closing a stake of 17,939 shares — an estimated $740K sold.

Massachusetts Wealth Management first reported a position in VZ in Q4 2022 and held it in 7 quarters. The position peaked at $855K in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Massachusetts Wealth Management reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Massachusetts Wealth Management sold 17,939 Verizon shares in Q3 2024, an estimated $740K.
Massachusetts Wealth Management first reported a position in Verizon in Q4 2022 and held it in 7 quarters.
Massachusetts Wealth Management's Verizon position peaked at $855K in Q1 2024.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Massachusetts Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.