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Taylor Hoffman Wealth Management’s Verizon VZ Stock Holding History

Taylor Hoffman 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
Q2 		$223K Hold
5,353
– – 0.09% 103
2024
Q1 		$225K Sell
5,353
-4,000
-43% -$161K 0.1% 101
2023
Q4 		$353K Buy
9,353
+2,314
+33% +$81.9K 0.16% 84
2023
Q3 		$228K Buy
7,039
+400
+6% +$13.5K 0.12% 103
2023
Q2 		$247K Sell
6,639
-2,631
-28% -$97.4K 0.12% 102
2023
Q1 		$361K Buy
9,270
+2,958
+47% +$117K 0.2% 82
2022
Q4 		$249K Sell
6,312
-12,644
-67% -$476K 0.15% 93
2022
Q3 		$720K Hold
18,956
– – 0.38% 71
2022
Q2 		$979K Hold
18,956
– – 0.48% 66
2022
Q1 		$966K Hold
18,956
– – 0.39% 73
2021
Q4 		$985K Sell
18,956
-2,768
-13% -$144K 0.37% 73
2021
Q3 		$1.18M Sell
21,724
-3,311
-13% -$183K 0.51% 67
2021
Q2 		$1.4M Sell
25,035
-2,168
-8% -$124K 0.6% 56
2021
Q1 		$1.58M Sell
27,203
-567
-2% -$32K 0.72% 50
2020
Q4 		$1.63M Buy
27,770
+190
+0.7% +$11.3K 0.83% 45
2020
Q3 		$1.64M Sell
27,580
-514
-2% -$29.9K 0.97% 42
2020
Q2 		$1.55M Buy
28,094
+5,102
+22% +$287K 0.97% 32
2020
Q1 		$1.24M Sell
22,992
-4,406
-16% -$252K 1.19% 28
2019
Q4 		$1.68M Sell
27,398
-101
-0.4% -$6.09K 1.08% 26
2019
Q3 		$1.66M Buy
27,499
+3,221
+13% +$186K 1.18% 23
2019
Q2 		$1.39M Sell
24,278
-3,397
-12% -$196K 1.12% 29
2019
Q1 		$1.64M Sell
27,675
-2,672
-9% -$151K 1.21% 24
2018
Q4 		$1.71M Sell
30,347
-456
-1% -$25.9K 1.53% 22
2018
Q3 		$1.65M Buy
30,803
+347
+1% +$18.4K 1.3% 24
2018
Q2 		$1.53M Sell
30,456
-179
-0.6% -$8.66K 1.33% 25
2018
Q1 		$1.47M Buy
30,635
+996
+3% +$50.1K 1.34% 23
2017
Q4 		$1.57M Buy
+29,639
New +$1.46M 1.5% 16

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor Hoffman Wealth Management's VZ Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Verizon (VZ) position steady in Q2 2024 at 5,353 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #103.

Taylor Hoffman Wealth Management first reported a position in VZ in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.71M in Q4 2018. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Taylor Hoffman Wealth Management held 5,353 shares of Verizon worth $223K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its Verizon share count unchanged in Q2 2024.
  • Verizon made up 0.09% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #103 holding.
  • Taylor Hoffman Wealth Management first reported a position in Verizon in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Verizon position peaked at $1.71M in Q4 2018.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.