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PUREfi Wealth’s Verizon VZ Stock Holding History

PUREfi Wealth’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
Q1 		– Sell
-8,508
Closed -$340K – 181
2024
Q4 		$340K Buy
+8,508
New +$359K 0.33% 83

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PUREfi Wealth's VZ Position: Q1 2025 in Review

PUREfi Wealth sold out of Verizon (VZ) in Q1 2025, closing a stake of 8,508 shares — an estimated $340K sold.

PUREfi Wealth first reported a position in VZ in Q4 2024 and held it in 1 quarter. The position peaked at $340K in Q4 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • PUREfi Wealth reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • PUREfi Wealth sold 8,508 Verizon shares in Q1 2025, an estimated $340K.
  • PUREfi Wealth first reported a position in Verizon in Q4 2024 and held it in 1 quarter.
  • PUREfi Wealth's Verizon position peaked at $340K in Q4 2024.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.