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VZ icon

Swaine & Leidel Wealth Services’s Verizon VZ Stock Holding History

Swaine & Leidel Wealth Services’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
2022
Q1 		$3.64K Buy
+3,636
New +$193K 2.8% 19
2021
Q1 		$3.64M Buy
62,530
+4,624
+8% +$261K 2.34% 25
2020
Q4 		$3.4M Buy
57,906
+1,164
+2% +$69.1K 2.47% 17
2020
Q3 		$3.38M Buy
56,742
+797
+1% +$46.3K 3.29% 8
2020
Q2 		$3.08M Buy
55,945
+11,707
+26% +$659K 3.14% 12
2020
Q1 		$2.38M Buy
44,238
+40,718
+1,157% +$2.33M 2.47% 21
2019
Q4 		$216K Hold
3,520
– – 0.18% 57
2019
Q3 		$212K Hold
3,520
– – 0.19% 60
2019
Q2 		$201K Sell
3,520
-701
-17% -$40.4K 0.21% 57
2019
Q1 		$250K Buy
+4,221
New +$239K 0.32% 41

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return