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Sugarloaf Wealth Management’s Verizon VZ Stock Holding History

Sugarloaf 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 		$553K Buy
13,824
+1,189
+9% +$50.2K 0.1% 84
2024
Q3 		$567K Sell
12,635
-1,104
-8% -$46.1K 0.11% 82
2024
Q2 		$567K Buy
13,739
+1,211
+10% +$48.8K 0.11% 78
2024
Q1 		$526K Sell
12,528
-2,691
-18% -$109K 0.11% 82
2023
Q4 		$574K Sell
15,219
-1,352
-8% -$47.8K 0.14% 77
2023
Q3 		$537K Buy
16,571
+536
+3% +$18.1K 0.14% 76
2023
Q2 		$596K Sell
16,035
-48
-0.3% -$1.78K 0.14% 73
2023
Q1 		$625K Sell
16,083
-818
-5% -$32.3K 0.15% 66
2022
Q4 		$666K Sell
16,901
-2,625
-13% -$98.9K 0.17% 58
2022
Q3 		$742K Buy
19,526
+1,102
+6% +$49.1K 0.19% 58
2022
Q2 		$935K Sell
18,424
-383
-2% -$19.4K 0.23% 48
2022
Q1 		$958K Hold
18,807
– – 0.23% 45
2021
Q4 		$977K Buy
18,807
+132
+0.7% +$6.89K 0.23% 47
2021
Q3 		$1.01M Sell
18,675
-162
-0.9% -$8.96K 0.27% 44
2021
Q2 		$1.05M Sell
18,837
-1,184
-6% -$67.9K 0.29% 43
2021
Q1 		$1.16K Buy
20,021
+1,970
+11% +$111K 0.35% 41
2020
Q4 		$1.06M Buy
18,051
+87
+0.5% +$5.17K 0.36% 41
2020
Q3 		$1.07M Sell
17,964
-341
-2% -$19.8K 0.39% 42
2020
Q2 		$1.01M Sell
18,305
-131
-0.7% -$7.37K 0.39% 42
2020
Q1 		$991K Sell
18,436
-630
-3% -$36K 0.44% 35
2019
Q4 		$1.17M Buy
+19,066
New +$1.15M 0.5% 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

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

Sugarloaf Wealth Management increased its Verizon (VZ) stake by 9.4% in Q4 2024, buying an estimated $50.2K and bringing the position to 13,824 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #84.

Sugarloaf Wealth Management first reported a position in VZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2019. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Sugarloaf Wealth Management held 13,824 shares of Verizon worth $553K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1,189 Verizon shares in Q4 2024, an estimated $50.2K.
  • Verizon made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Sugarloaf Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Verizon position peaked at $1.17M in Q4 2019.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.