WDL
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Well Done LLC’s Verizon VZ Stock Holding History

Well Done LLC’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
-4,863
Closed -$201K – 188
2024
Q2 		$201K Buy
+4,863
New +$196K 0.04% 175
2022
Q1 		– Sell
-5,725
Closed -$297K – 202
2021
Q4 		$297K Sell
5,725
-952
-14% -$49.7K 0.06% 139
2021
Q3 		$361K Sell
6,677
-2,769
-29% -$153K 0.08% 123
2021
Q2 		$529K Sell
9,446
-70
-0.7% -$4.02K 0.12% 99
2021
Q1 		$553K Buy
9,516
+126
+1% +$7.11K 0.13% 94
2020
Q4 		$552K Buy
9,390
+300
+3% +$17.8K 0.14% 84
2020
Q3 		$541K Buy
9,090
+1,020
+13% +$59.3K 0.15% 78
2020
Q2 		$445K Sell
8,070
-580
-7% -$32.6K 0.12% 90
2020
Q1 		$465K Sell
8,650
-840
-9% -$48.1K 0.14% 85
2019
Q4 		$583K Sell
9,490
-519
-5% -$31.3K 0.14% 91
2019
Q3 		$604K Buy
10,009
+95
+1% +$5.47K 0.15% 85
2019
Q2 		$566K Buy
9,914
+134
+1% +$7.72K 0.13% 92
2019
Q1 		$578K Sell
9,780
-58
-0.6% -$3.29K 0.14% 87
2018
Q4 		$553K Sell
9,838
-2,512
-20% -$143K 0.16% 77
2018
Q3 		$659K Buy
12,350
+310
+3% +$16.4K 0.19% 71
2018
Q2 		$605K Sell
12,040
-98
-0.8% -$4.74K 0.18% 71
2018
Q1 		$580K Buy
12,138
+602
+5% +$30.3K 0.18% 60
2017
Q4 		$611K Buy
11,536
+1,640
+17% +$80.6K 0.2% 59
2017
Q3 		$490K Hold
9,896
– – 0.15% 82
2017
Q2 		$442K Buy
9,896
+5,519
+126% +$257K 0.15% 65
2017
Q1 		$213K Buy
4,377
+390
+10% +$19.6K 0.08% 99
2016
Q4 		$213K Buy
+3,987
New +$199K 0.08% 88

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

Well Done LLC's VZ Position: Q3 2024 in Review

Well Done LLC sold out of Verizon (VZ) in Q3 2024, closing a stake of 4,863 shares — an estimated $201K sold.

Well Done LLC first reported a position in VZ in Q4 2016 and held it in 22 quarters. The position peaked at $659K in Q3 2018. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Well Done LLC reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Well Done LLC sold 4,863 Verizon shares in Q3 2024, an estimated $201K.
  • Well Done LLC first reported a position in Verizon in Q4 2016 and held it in 22 quarters.
  • Well Done LLC's Verizon position peaked at $659K in Q3 2018.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Well Done LLC's 13F filing for Q3 2024, filed 17 Oct 2024.