Outlook Wealth Advisors’s Verizon VZ Stock Holding History

Outlook Wealth Advisors’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 Q2	–	Sell	-8,000	Closed	-$336K	–	295
2024 Q1	$336K	Buy	8,000 +1,259	+19%	+$50.8K	0.1%	189
2023 Q4	$254K	Buy	+6,741	New	+$239K	0.09%	193
2022 Q4	–	Sell	-12,723	Closed	-$483K	–	205
2022 Q3	$483K	Buy	12,723 +146	+1%	+$6.5K	0.22%	114
2022 Q2	$638K	Buy	12,577 +609	+5%	+$30.8K	0.26%	98
2022 Q1	$610K	Buy	11,968 +179	+2%	+$9.48K	0.2%	121
2021 Q4	$613K	Buy	11,789 +460	+4%	+$24K	0.18%	124
2021 Q3	$612K	Buy	11,329 +222	+2%	+$12.3K	0.2%	121
2021 Q2	$622K	Sell	11,107 -186	-2%	-$10.7K	0.2%	130
2021 Q1	$657K	Buy	11,293 +2,756	+32%	+$156K	0.23%	108
2020 Q4	$502K	Sell	8,537 -456	-5%	-$27.1K	0.18%	128
2020 Q3	$535K	Buy	8,993 +719	+9%	+$41.8K	0.21%	108
2020 Q2	$456K	Sell	8,274 -1,957	-19%	-$110K	0.19%	108
2020 Q1	$550K	Sell	10,231 -3,507	-26%	-$201K	0.31%	71
2019 Q4	$844K	Sell	13,738 -775	-5%	-$46.7K	0.48%	44
2019 Q3	$876K	Sell	14,513 -1,408	-9%	-$81.1K	0.52%	45
2019 Q2	$910K	Sell	15,921 -902	-5%	-$52K	0.6%	42
2019 Q1	$994K	Buy	16,823 +12,201	+264%	+$691K	0.82%	29
2018 Q4	$2.6M	Buy	+4,622	New	+$262K	1.18%	16

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

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