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TrinityPoint Wealth’s Verizon VZ Stock Holding History

TrinityPoint Wealth’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 		$1.33M Buy
33,196
+956
+3% +$40.3K 0.19% 125
2024
Q3 		$1.45M Buy
32,240
+997
+3% +$41.6K 0.21% 115
2024
Q2 		$1.29M Buy
31,243
+928
+3% +$37.4K 0.2% 115
2024
Q1 		$1.27M Buy
30,315
+947
+3% +$38.2K 0.21% 112
2023
Q4 		$1.11M Buy
29,368
+5,253
+22% +$186K 0.2% 118
2023
Q3 		$782K Sell
24,115
-4,210
-15% -$142K 0.16% 137
2023
Q2 		$1.05M Buy
28,325
+2,016
+8% +$74.6K 0.21% 112
2023
Q1 		$1.02M Buy
26,309
+650
+3% +$25.6K 0.22% 113
2022
Q4 		$1.01M Sell
25,659
-10,753
-30% -$405K 0.23% 108
2022
Q3 		$1.38M Sell
36,412
-775
-2% -$34.5K 0.32% 85
2022
Q2 		$1.89M Sell
37,187
-90
-0.2% -$4.55K 0.42% 63
2022
Q1 		$1.9M Buy
37,277
+1,035
+3% +$54.8K 0.34% 72
2021
Q4 		$1.88M Sell
36,242
-2,220
-6% -$116K 0.33% 71
2021
Q3 		$2.08M Buy
38,462
+3,030
+9% +$168K 0.4% 63
2021
Q2 		$1.99M Buy
35,432
+4,179
+13% +$240K 0.41% 62
2021
Q1 		$1.82M Buy
31,253
+949
+3% +$53.6K 0.42% 65
2020
Q4 		$1.71M Buy
30,304
+2,641
+10% +$157K 0.41% 65
2020
Q3 		$1.65M Buy
27,663
+1,483
+6% +$86.2K 0.46% 60
2020
Q2 		$1.44M Sell
26,180
-19,262
-42% -$1.08M 0.46% 59
2020
Q1 		$2.44M Buy
45,442
+29,430
+184% +$1.68M 0.97% 23
2019
Q4 		$983K Buy
16,012
+349
+2% +$21.1K 0.33% 73
2019
Q3 		$938K Buy
15,663
+1,247
+9% +$71.8K 0.33% 81
2019
Q2 		$807K Buy
14,416
+4,646
+48% +$268K 0.39% 66
2019
Q1 		$578K Buy
9,770
+1,551
+19% +$87.8K 0.28% 91
2018
Q4 		$462K Buy
+8,219
New +$466K 0.28% 93

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

TrinityPoint Wealth's VZ Position: Q4 2024 in Review

TrinityPoint Wealth increased its Verizon (VZ) stake by 3% in Q4 2024, buying an estimated $40.3K and bringing the position to 33,196 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #125.

TrinityPoint Wealth first reported a position in VZ in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.44M in Q1 2020. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • TrinityPoint Wealth held 33,196 shares of Verizon worth $1.33M as of Q4 2024.
  • TrinityPoint Wealth bought 956 Verizon shares in Q4 2024, an estimated $40.3K.
  • Verizon made up 0.19% of TrinityPoint Wealth's portfolio in Q4 2024, its #125 holding.
  • TrinityPoint Wealth first reported a position in Verizon in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Verizon position peaked at $2.44M in Q1 2020.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.