Primoris Wealth Advisors’s Verizon VZ Stock Holding History

Primoris 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
2025 Q3	–	Sell	-4,660	Closed	-$202K	–	117
2025 Q2	$202K	Buy	+4,660	New	+$202K	0.14%	95
2022 Q3	–	Sell	-5,695	Closed	-$288K	–	78
2022 Q2	$288K	Buy	5,695 +970	+21%	+$49.1K	0.41%	55
2022 Q1	$239K	Hold	4,725	–	–	0.22%	67
2021 Q4	$244K	Buy	+4,725	New	+$247K	0.2%	72

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primoris Wealth Advisors's VZ Position: Q3 2025 in Review

Primoris Wealth Advisors sold out of Verizon (VZ) in Q3 2025, closing a stake of 4,660 shares — an estimated $202K sold.

Primoris Wealth Advisors first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $288K in Q2 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

Primoris Wealth Advisors reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 4,660 Verizon shares in Q3 2025, an estimated $202K.
Primoris Wealth Advisors first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
Primoris Wealth Advisors's Verizon position peaked at $288K in Q2 2022.
3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Primoris Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.