Semus Wealth Partners’s Verizon VZ Stock Holding History

Semus Wealth Partners’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	-4,502	Closed	-$202K	–	125
2024 Q3	$202K	Sell	4,502 -599	-12%	-$25K	0.14%	115
2024 Q2	$210K	Sell	5,101 -2,614	-34%	-$105K	0.16%	108
2024 Q1	$324K	Sell	7,715 -350	-4%	-$14.1K	0.27%	83
2023 Q4	$304K	Sell	8,065 -216	-3%	-$7.64K	0.25%	88
2023 Q3	$268K	Sell	8,281 -798	-9%	-$27K	0.25%	89
2023 Q2	$338K	Sell	9,079 -363	-4%	-$13.4K	0.31%	70
2023 Q1	$367K	Sell	9,442 -830	-8%	-$32.7K	0.39%	61
2022 Q4	$405K	Buy	+10,272	New	+$387K	0.49%	54

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Semus Wealth Partners's VZ Position: Q4 2024 in Review

Semus Wealth Partners sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,502 shares — an estimated $202K sold.

Semus Wealth Partners first reported a position in VZ in Q4 2022 and held it in 8 quarters. The position peaked at $405K in Q4 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Semus Wealth Partners reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Semus Wealth Partners sold 4,502 Verizon shares in Q4 2024, an estimated $202K.
Semus Wealth Partners first reported a position in Verizon in Q4 2022 and held it in 8 quarters.
Semus Wealth Partners's Verizon position peaked at $405K in Q4 2022.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.