Traverso Chambers Private Wealth Management’s Verizon VZ Stock Holding History

Traverso Chambers Private 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
2023 Q4	$922K	Sell	24,461 -1,001	-4%	-$35.4K	0.22%	59
2023 Q3	$825K	Buy	25,462 +1,149	+5%	+$38.8K	0.22%	56
2023 Q2	$904K	Buy	24,313 +264	+1%	+$9.77K	0.24%	53
2023 Q1	$935K	Buy	24,049 +78	+0.3%	+$3.08K	0.26%	49
2022 Q4	$944K	Buy	23,971 +4,304	+22%	+$162K	0.27%	48
2022 Q3	$747K	Buy	19,667 +978	+5%	+$43.6K	0.23%	55
2022 Q2	$948K	Buy	18,689 +577	+3%	+$29.2K	0.32%	44
2022 Q1	$923K	Buy	18,112 +173	+1%	+$9.16K	0.28%	48
2021 Q4	$932K	Buy	17,939 +525	+3%	+$27.4K	0.28%	49
2021 Q3	$941K	Buy	17,414 +1,951	+13%	+$108K	0.29%	46
2021 Q2	$866K	Buy	15,463 +629	+4%	+$36.1K	0.27%	49
2021 Q1	$863K	Buy	14,834 +956	+7%	+$53.9K	0.29%	45
2020 Q4	$815K	Sell	13,878 -471	-3%	-$28K	0.29%	41
2020 Q3	$854K	Sell	14,349 -205	-1%	-$11.9K	0.33%	38
2020 Q2	$802K	Buy	14,554 +513	+4%	+$28.9K	0.34%	39
2020 Q1	$754K	Buy	14,041 +89	+0.6%	+$5.09K	0.36%	37
2019 Q4	$857K	Sell	13,952 -840	-6%	-$50.7K	0.36%	37
2019 Q3	$893K	Buy	14,792 +207	+1%	+$11.9K	0.43%	35
2019 Q2	$848K	Sell	14,585 -407	-3%	-$23.5K	0.41%	37
2019 Q1	$886K	Buy	14,992 +191	+1%	+$10.8K	0.43%	35
2018 Q4	$832K	Buy	+14,801	New	+$840K	0.45%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Traverso Chambers Private Wealth Management's VZ Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Verizon (VZ) stake by 3.9% in Q4 2023, selling an estimated $35.4K and leaving 24,461 shares worth $922K. The position accounts for 0.22% of the portfolio, ranked #59.

Traverso Chambers Private Wealth Management first reported a position in VZ in Q4 2018 and has held it in 21 quarters since. The position peaked at $948K in Q2 2022. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Traverso Chambers Private Wealth Management held 24,461 shares of Verizon worth $922K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 1,001 Verizon shares in Q4 2023, an estimated $35.4K.
Verizon made up 0.22% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #59 holding.
Traverso Chambers Private Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Verizon position peaked at $948K in Q2 2022.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.