WAS
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WESPAC Advisors SoCal’s Verizon VZ Stock Holding History

WESPAC Advisors SoCal’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
2020
Q3 		– Sell
-83,971
Closed -$4.58M – 84
2020
Q2 		$4.58M Buy
83,971
+1,600
+2% +$90K 2.12% 23
2020
Q1 		$4.82M Buy
82,371
+4,373
+6% +$250K 2.67% 21
2019
Q4 		$4.79M Sell
77,998
-475
-0.6% -$28.7K 2.27% 23
2019
Q3 		$4.74M Buy
78,473
+1,009
+1% +$58.1K 2.34% 24
2019
Q2 		$4.42M Buy
77,464
+2,883
+4% +$166K 2.36% 22
2019
Q1 		$4.41M Buy
74,581
+73,350
+5,959% +$4.15M 2.44% 21
2018
Q4 		$69K Sell
1,231
-1,000
-45% -$56.7K 0.04% 112
2018
Q3 		$90K Buy
+2,231
New +$118K 0.05% 110
2018
Q2 		– Sell
-797
Closed -$38K – 250
2018
Q1 		$38K Hold
797
– – 0.02% 121
2017
Q4 		$42K Hold
797
– – 0.02% 122
2017
Q3 		$39K Hold
797
– – 0.02% 133
2017
Q2 		$35K Sell
797
-240
-23% -$11.2K 0.02% 128
2017
Q1 		$50.6K Sell
1,037
-1
-0.1% -$50 0.03% 118
2016
Q4 		$55.4K Hold
1,038
– – 0.04% 115
2016
Q3 		$54K Buy
1,038
+1
+0.1% +$54 0.04% 111
2016
Q2 		$58K Sell
1,037
-386
-27% -$20K 0.04% 115
2016
Q1 		$77K Buy
1,423
+351
+33% +$17.6K 0.06% 100
2015
Q4 		$49K Buy
+1,072
New +$48.7K 0.03% 125

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return