Prosperity Wealth Management’s Verizon VZ Stock Holding History

Prosperity Wealth 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 Q2	–	Sell	-4,852	Closed	-$204K	–	216
2024 Q1	$204K	Buy	+4,852	New	+$196K	0.1%	146
2023 Q3	–	Sell	-7,248	Closed	-$270K	–	185
2023 Q2	$270K	Buy	7,248 +127	+2%	+$4.7K	0.17%	98
2023 Q1	$277K	Sell	7,121 -85	-1%	-$3.35K	0.22%	87
2022 Q4	$284K	Buy	+7,206	New	+$272K	0.27%	81

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

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

Prosperity Wealth Management's VZ Position: Q2 2024 in Review

Prosperity Wealth Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 4,852 shares — an estimated $204K sold.

Prosperity Wealth Management first reported a position in VZ in Q4 2022 and held it in 4 quarters. The position peaked at $284K in Q4 2022. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Prosperity Wealth Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Prosperity Wealth Management sold 4,852 Verizon shares in Q2 2024, an estimated $204K.
Prosperity Wealth Management first reported a position in Verizon in Q4 2022 and held it in 4 quarters.
Prosperity Wealth Management's Verizon position peaked at $284K in Q4 2022.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.