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Masso Torrence Wealth Management’s Verizon VZ Stock Holding History

Masso Torrence 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
2025
Q1 		– Sell
-10,081
Closed -$403K – 113
2024
Q4 		$403K Buy
10,081
+480
+5% +$20.2K 0.21% 64
2024
Q3 		$431K Sell
9,601
-283
-3% -$11.8K 0.23% 61
2024
Q2 		$408K Buy
9,884
+278
+3% +$11.2K 0.23% 60
2024
Q1 		$403K Buy
9,606
+720
+8% +$29K 0.24% 62
2023
Q4 		$335K Buy
8,886
+1,452
+20% +$51.4K 0.23% 63
2023
Q3 		$241K Sell
7,434
-1,295
-15% -$43.8K 0.19% 72
2023
Q2 		$325K Sell
8,729
-706
-7% -$26.1K 0.23% 67
2023
Q1 		$367K Sell
9,435
-4,031
-30% -$159K 0.29% 66
2022
Q4 		$531K Sell
13,466
-1,246
-8% -$46.9K 0.42% 52
2022
Q3 		$559K Buy
14,712
+3,012
+26% +$134K 0.49% 41
2022
Q2 		$594K Buy
11,700
+804
+7% +$40.7K 0.52% 40
2022
Q1 		$555K Buy
10,896
+1,094
+11% +$58K 0.44% 41
2021
Q4 		$509K Buy
+9,802
New +$511K 0.36% 50

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Masso Torrence Wealth Management's VZ Position: Q1 2025 in Review

Masso Torrence Wealth Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 10,081 shares — an estimated $403K sold.

Masso Torrence Wealth Management first reported a position in VZ in Q4 2021 and held it in 13 quarters. The position peaked at $594K in Q2 2022. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Masso Torrence Wealth Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 10,081 Verizon shares in Q1 2025, an estimated $403K.
  • Masso Torrence Wealth Management first reported a position in Verizon in Q4 2021 and held it in 13 quarters.
  • Masso Torrence Wealth Management's Verizon position peaked at $594K in Q2 2022.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.