The Family Firm’s Verizon VZ Stock Holding History

The Family Firm’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 Q3	–	Sell	-2,016	Closed	-$83.2K	–	836
2024 Q2	$83.2K	Buy	+2,016	New	+$81.3K	0.02%	307
2019 Q4	–	Sell	-3,534	Closed	-$213K	–	158
2019 Q3	$213K	Buy	3,534 +5	+0.1%	+$288	0.08%	135
2019 Q2	$202K	Sell	3,529 -213	-6%	-$12.3K	0.07%	141
2019 Q1	$221K	Sell	3,742 -383	-9%	-$21.7K	0.08%	130
2018 Q4	$232K	Sell	4,125 -921	-18%	-$52.3K	0.09%	120
2018 Q3	$269K	Sell	5,046 -416	-8%	-$22K	0.1%	118
2018 Q2	$275K	Sell	5,462 -517	-9%	-$25K	0.1%	109
2018 Q1	$286K	Buy	5,979 +16	+0.3%	+$804	0.11%	106
2017 Q4	$316K	Buy	5,963 +1,458	+32%	+$71.7K	0.13%	98
2017 Q3	$223K	Sell	4,505 -356	-7%	-$16.8K	0.09%	114
2017 Q2	$217K	Buy	+4,861	New	+$226K	0.1%	114
2017 Q1	–	Sell	-3,905	Closed	-$208K	–	113
2016 Q4	$208K	Buy	+3,905	New	+$195K	0.1%	108
2016 Q3	–	Sell	-3,628	Closed	-$203K	–	115
2016 Q2	$203K	Buy	+3,628	New	+$188K	0.1%	109

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

The Family Firm's VZ Position: Q3 2024 in Review

The Family Firm sold out of Verizon (VZ) in Q3 2024, closing a stake of 2,016 shares — an estimated $83.2K sold.

The Family Firm first reported a position in VZ in Q2 2016 and held it in 13 quarters. The position peaked at $316K in Q4 2017. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

The Family Firm reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 2,016 Verizon shares in Q3 2024, an estimated $83.2K.
The Family Firm first reported a position in Verizon in Q2 2016 and held it in 13 quarters.
The Family Firm's Verizon position peaked at $316K in Q4 2017.
2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.