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Reston Wealth Management’s Verizon VZ Stock Holding History

Reston 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
Q4 		– Sell
-1,260
Closed -$56.6K – 427
2024
Q3 		$56.6K Buy
+1,260
New +$52.6K 0.02% 121
2022
Q3 		– Sell
-3,982
Closed -$202K – 57
2022
Q2 		$202K Sell
3,982
-856
-18% -$43.3K 0.11% 58
2022
Q1 		$246K Buy
4,838
+445
+10% +$23.6K 0.13% 47
2021
Q4 		$228K Buy
4,393
+43
+1% +$2.24K 0.11% 53
2021
Q3 		$235K Sell
4,350
-85
-2% -$4.7K 0.12% 47
2021
Q2 		$248K Sell
4,435
-11
-0.2% -$631 0.12% 45
2021
Q1 		$259K Buy
4,446
+192
+5% +$10.8K 0.14% 41
2020
Q4 		$250K Buy
+4,254
New +$253K 0.14% 41
2020
Q3 		– Sell
-4,667
Closed -$257K – 44
2020
Q2 		$257K Sell
4,667
-118
-2% -$6.64K 0.18% 34
2020
Q1 		$257K Buy
4,785
+899
+23% +$51.4K 0.21% 35
2019
Q4 		$239K Buy
3,886
+21
+0.5% +$1.27K 0.19% 41
2019
Q3 		$233K Buy
3,865
+64
+2% +$3.69K 0.21% 40
2019
Q2 		$217K Buy
3,801
+3
+0.1% +$173 0.17% 46
2019
Q1 		$215K Sell
3,798
-1,134
-23% -$64.2K 0.17% 47
2018
Q4 		$277K Buy
+4,932
New +$280K 0.26% 35

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

Reston Wealth Management's VZ Position: Q4 2024 in Review

Reston Wealth Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 1,260 shares — an estimated $56.6K sold.

Reston Wealth Management first reported a position in VZ in Q4 2018 and held it in 15 quarters. The position peaked at $277K in Q4 2018. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Reston Wealth Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,260 Verizon shares in Q4 2024, an estimated $56.6K.
  • Reston Wealth Management first reported a position in Verizon in Q4 2018 and held it in 15 quarters.
  • Reston Wealth Management's Verizon position peaked at $277K in Q4 2018.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.