Selective Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,546
| Closed | -$212K | – | 141 |
|
|
2026
Q1 | $212K | Buy |
+4,546
| New | +$211K | 0.06% | 112 |
|
|
2025
Q3 | – | Sell |
-5,642
| Closed | -$240K | – | 111 |
|
|
2025
Q2 | $240K | Sell |
5,642
-625
| -10% | -$27.1K | 0.09% | 90 |
|
|
2025
Q1 | $274K | Sell |
6,267
-31
| -0.5% | -$1.29K | 0.12% | 81 |
|
|
2024
Q4 | $241K | Sell |
6,298
-2,405
| -28% | -$101K | 0.1% | 91 |
|
|
2024
Q3 | $383K | Sell |
8,703
-151
| -2% | -$6.3K | 0.16% | 67 |
|
|
2024
Q2 | $366K | Sell |
8,854
-751
| -8% | -$30.3K | 0.16% | 68 |
|
|
2024
Q1 | $389K | Buy |
9,605
+94
| +1% | +$3.79K | 0.17% | 71 |
|
|
2023
Q4 | $374K | Buy |
9,511
+257
| +3% | +$9.09K | 0.19% | 58 |
|
|
2023
Q3 | $292K | Sell |
9,254
-261
| -3% | -$8.82K | 0.16% | 62 |
|
|
2023
Q2 | $334K | Buy |
+9,515
| New | +$352K | 0.17% | 71 |
|
|
2022
Q4 | $426K | Sell |
10,639
-2,693
| -20% | -$101K | 0.22% | 60 |
|
|
2022
Q3 | $506K | Sell |
13,332
-6,992
| -34% | -$311K | 0.22% | 63 |
|
|
2022
Q2 | $1.03M | Buy |
20,324
+6,285
| +45% | +$318K | 0.37% | 40 |
|
|
2022
Q1 | $715K | Sell |
14,039
-132
| -0.9% | -$6.99K | 0.26% | 48 |
|
|
2021
Q4 | $736K | Sell |
14,171
-2,376
| -14% | -$124K | 0.3% | 45 |
|
|
2021
Q3 | $894K | Buy |
16,547
+228
| +1% | +$12.6K | 0.47% | 32 |
|
|
2021
Q2 | $914K | Buy |
16,319
+1,226
| +8% | +$70.4K | 0.73% | 24 |
|
|
2021
Q1 | $878K | Buy |
15,093
+1,048
| +7% | +$59.1K | 0.8% | 24 |
|
|
2020
Q4 | $825K | Buy |
14,045
+3,665
| +35% | +$218K | 0.53% | 28 |
|
|
2020
Q3 | $617K | Sell |
10,380
-26
| -0.2% | -$1.51K | 0.48% | 27 |
|
|
2020
Q2 | $574K | Buy |
10,406
+3,166
| +44% | +$178K | 0.48% | 28 |
|
|
2020
Q1 | $389K | Hold |
7,240
| – | – | 0.61% | 11 |
|
|
2019
Q4 | $444K | Sell |
7,240
-99
| -1% | -$5.97K | 0.54% | 13 |
|
|
2019
Q3 | $443K | Sell |
7,339
-243
| -3% | -$14K | 0.61% | 14 |
|
|
2019
Q2 | $433K | Buy |
7,582
+331
| +5% | +$19.1K | 0.7% | 18 |
|
|
2019
Q1 | $429K | Buy |
+7,251
| New | +$411K | 0.52% | 16 |
|
|
2018
Q3 | $387K | Buy |
+7,251
| New | +$384K | 4.63% | 7 |
|
Other funds holding VZ
Selective Wealth Management's VZ Position: Q2 2026 in Review
Selective Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,546 shares — an estimated $212K sold.
Selective Wealth Management first reported a position in VZ in Q3 2018 and held it in 27 quarters. The position peaked at $1.03M in Q2 2022. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Selective Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
- Selective Wealth Management sold 4,546 Verizon shares in Q2 2026, an estimated $212K.
- Selective Wealth Management first reported a position in Verizon in Q3 2018 and held it in 27 quarters.
- Selective Wealth Management's Verizon position peaked at $1.03M in Q2 2022.
- 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.