Strait & Sound Wealth Management’s Verizon VZ Stock Holding History

Strait & Sound 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
2025 Q2	–	Sell	-7,783	Closed	-$353K	–	153
2025 Q1	$353K	Sell	7,783 -17,860	-70%	-$744K	0.16%	99
2024 Q4	$1.03M	Buy	25,643 +1,941	+8%	+$81.9K	0.48%	37
2024 Q3	$1.06M	Buy	23,702 +299	+1%	+$12.5K	0.52%	35
2024 Q2	$965K	Buy	23,403 +4,328	+23%	+$174K	0.49%	35
2024 Q1	$766K	Sell	19,075 -362	-2%	-$14.6K	0.43%	42
2023 Q4	$756K	Sell	19,437 -624	-3%	-$22.1K	0.47%	39
2023 Q3	$650K	Sell	20,061 -3,752	-16%	-$127K	0.56%	39
2023 Q2	$886K	Sell	23,813 -6,155	-21%	-$228K	0.88%	28
2023 Q1	$1.17M	Buy	29,968 +395	+1%	+$15.6K	1.16%	18
2022 Q4	$1.21M	Buy	+29,573	New	+$1.11M	1.32%	18

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Strait & Sound Wealth Management's VZ Position: Q2 2025 in Review

Strait & Sound Wealth Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 7,783 shares — an estimated $353K sold.

Strait & Sound Wealth Management first reported a position in VZ in Q4 2022 and held it in 10 quarters. The position peaked at $1.21M in Q4 2022. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Strait & Sound Wealth Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Strait & Sound Wealth Management sold 7,783 Verizon shares in Q2 2025, an estimated $353K.
Strait & Sound Wealth Management first reported a position in Verizon in Q4 2022 and held it in 10 quarters.
Strait & Sound Wealth Management's Verizon position peaked at $1.21M in Q4 2022.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.