Meridian Wealth Partners’s Verizon VZ Stock Holding History

Meridian Wealth Partners’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	-8,436	Closed	-$348K	–	116
2024 Q2	$348K	Buy	+8,436	New	+$340K	0.06%	75
2021 Q2	–	Sell	-1,770	Closed	-$103K	–	1247
2021 Q1	$103K	Sell	1,770 -1,026	-37%	-$57.9K	0.03%	110
2020 Q4	$165K	Buy	2,796 +124	+5%	+$7.37K	0.07%	70
2020 Q3	$159K	Buy	2,672 +149	+6%	+$8.66K	0.08%	69
2020 Q2	$139K	Sell	2,523 -16	-0.6%	-$900	0.07%	73
2020 Q1	$137K	Sell	2,539 -161	-6%	-$9.21K	0.08%	70
2019 Q4	$166K	Buy	+2,700	New	+$163K	0.1%	69

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

Meridian Wealth Partners's VZ Position: Q3 2024 in Review

Meridian Wealth Partners sold out of Verizon (VZ) in Q3 2024, closing a stake of 8,436 shares — an estimated $348K sold.

Meridian Wealth Partners first reported a position in VZ in Q4 2019 and held it in 7 quarters. The position peaked at $348K in Q2 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Meridian Wealth Partners reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Meridian Wealth Partners sold 8,436 Verizon shares in Q3 2024, an estimated $348K.
Meridian Wealth Partners first reported a position in Verizon in Q4 2019 and held it in 7 quarters.
Meridian Wealth Partners's Verizon position peaked at $348K in Q2 2024.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Meridian Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.