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Maxwell Wealth Strategies’s Verizon VZ Stock Holding History

Maxwell Wealth Strategies’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 		$937K Sell
23,429
-5,158
-18% -$218K 0.38% 65
2024
Q3 		$1.18M Buy
28,587
+7,428
+35% +$310K 0.5% 60
2024
Q2 		$873K Buy
21,159
+40
+0.2% +$1.61K 0.43% 66
2024
Q1 		$852K Buy
+21,119
New +$852K 0.43% 65

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Maxwell Wealth Strategies's VZ Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Verizon (VZ) stake by 18% in Q4 2024, selling an estimated $218K and leaving 23,429 shares worth $937K. The position accounts for 0.38% of the portfolio, ranked #65.

Maxwell Wealth Strategies first reported a position in VZ in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.18M in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Maxwell Wealth Strategies held 23,429 shares of Verizon worth $937K as of Q4 2024.
  • Maxwell Wealth Strategies sold 5,158 Verizon shares in Q4 2024, an estimated $218K.
  • Verizon made up 0.38% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #65 holding.
  • Maxwell Wealth Strategies first reported a position in Verizon in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's Verizon position peaked at $1.18M in Q3 2024.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.