Norwood Financial’s Verizon VZ Stock Holding History

Norwood Financial’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	$270K	Sell	6,429 -325	-5%	-$13.1K	0.39%	57
2023 Q4	$255K	Sell	6,754 -435	-6%	-$15.4K	0.39%	58
2023 Q3	$233K	Sell	7,189 -420	-6%	-$14.2K	0.38%	62
2023 Q2	$283K	Buy	7,609 +190	+3%	+$7.03K	0.42%	56
2023 Q1	$288K	Hold	7,419	–	–	0.46%	56
2022 Q4	$292K	Sell	7,419 -100	-1%	-$3.77K	0.46%	55
2022 Q3	$286K	Buy	7,519 +205	+3%	+$9.13K	0.51%	50
2022 Q2	$371K	Sell	7,314 -5	-0.1%	-$253	0.63%	45
2022 Q1	$372K	Hold	7,319	–	–	0.54%	47
2021 Q4	$381K	Buy	+7,319	New	+$382K	0.53%	49

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norwood Financial's VZ Position: Q1 2024 in Review

Norwood Financial reduced its Verizon (VZ) stake by 4.8% in Q1 2024, selling an estimated $13.1K and leaving 6,429 shares worth $270K. The position accounts for 0.39% of the portfolio, ranked #57.

Norwood Financial first reported a position in VZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $381K in Q4 2021. 2,864 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Norwood Financial held 6,429 shares of Verizon worth $270K as of Q1 2024.
Norwood Financial sold 325 Verizon shares in Q1 2024, an estimated $13.1K.
Verizon made up 0.39% of Norwood Financial's portfolio in Q1 2024, its #57 holding.
Norwood Financial first reported a position in Verizon in Q4 2021 and has held it in 10 quarters since.
Norwood Financial's Verizon position peaked at $381K in Q4 2021.
2,864 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.