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Objective Capital Management’s Verizon VZ Stock Holding History

Objective Capital 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
Q4 		– Sell
-4,785
Closed -$215K – 156
2024
Q3 		$215K Buy
+4,785
New +$200K 0.13% 136
2023
Q3 		– Sell
-5,575
Closed -$207K – 109
2023
Q2 		$207K Sell
5,575
-45
-0.8% -$1.67K 0.18% 91
2023
Q1 		$219K Buy
5,620
+19
+0.3% +$749 0.2% 89
2022
Q4 		$221K Sell
5,601
-338
-6% -$12.7K 0.22% 84
2022
Q3 		$226K Sell
5,939
-1,526
-20% -$68K 0.24% 81
2022
Q2 		$379K Sell
7,465
-551
-7% -$27.9K 0.38% 63
2022
Q1 		$408K Sell
8,016
-283
-3% -$15K 0.31% 72
2021
Q4 		$431K Buy
+8,299
New +$433K 0.3% 70

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

Objective Capital Management's VZ Position: Q4 2024 in Review

Objective Capital Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,785 shares — an estimated $215K sold.

Objective Capital Management first reported a position in VZ in Q4 2021 and held it in 8 quarters. The position peaked at $431K in Q4 2021. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Objective Capital Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Objective Capital Management sold 4,785 Verizon shares in Q4 2024, an estimated $215K.
  • Objective Capital Management first reported a position in Verizon in Q4 2021 and held it in 8 quarters.
  • Objective Capital Management's Verizon position peaked at $431K in Q4 2021.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.