TPWM
VZ icon

Twelve Points Wealth Management’s Verizon VZ Stock Holding History

Twelve Points 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
2025
Q1 		– Sell
-6,615
Closed -$265K – 185
2024
Q4 		$265K Sell
6,615
-341
-5% -$14.4K 0.08% 155
2024
Q3 		$312K Buy
6,956
+25
+0.4% +$1.04K 0.1% 153
2024
Q2 		$286K Buy
6,931
+107
+2% +$4.31K 0.1% 151
2024
Q1 		$286K Sell
6,824
-712
-9% -$28.7K 0.1% 145
2023
Q4 		$284K Buy
7,536
+148
+2% +$5.24K 0.13% 141
2023
Q3 		$239K Sell
7,388
-400
-5% -$13.5K 0.12% 153
2023
Q2 		$290K Buy
7,788
+125
+2% +$4.63K 0.15% 138
2023
Q1 		$298K Buy
7,663
+732
+11% +$28.9K 0.17% 139
2022
Q4 		$273K Sell
6,931
-452
-6% -$17K 0.19% 139
2022
Q3 		$280K Sell
7,383
-98
-1% -$4.36K 0.22% 136
2022
Q2 		$380K Buy
7,481
+376
+5% +$19K 0.29% 118
2022
Q1 		$362K Sell
7,105
-317
-4% -$16.8K 0.27% 120
2021
Q4 		$386K Buy
+7,422
New +$387K 0.31% 113

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twelve Points Wealth Management's VZ Position: Q1 2025 in Review

Twelve Points Wealth Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 6,615 shares — an estimated $265K sold.

Twelve Points Wealth Management first reported a position in VZ in Q4 2021 and held it in 13 quarters. The position peaked at $386K in Q4 2021. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Twelve Points Wealth Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 6,615 Verizon shares in Q1 2025, an estimated $265K.
  • Twelve Points Wealth Management first reported a position in Verizon in Q4 2021 and held it in 13 quarters.
  • Twelve Points Wealth Management's Verizon position peaked at $386K in Q4 2021.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Twelve Points Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.