Western Pacific Wealth Management’s Verizon VZ Stock Holding History

Western Pacific 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
2024 Q4	–	Sell	-3,004	Closed	-$135K	–	268
2024 Q3	$135K	Buy	3,004 +1,501	+100%	+$62.6K	0.09%	85
2024 Q2	$62K	Sell	1,503 -44	-3%	-$1.77K	0.05%	132
2024 Q1	$64.9K	Buy	1,547 +47	+3%	+$1.9K	0.05%	127
2023 Q4	$56.6K	Sell	1,500 -276	-16%	-$9.77K	0.04%	134
2023 Q3	$57.6K	Buy	1,776 +255	+17%	+$8.62K	0.05%	123
2023 Q2	$56.6K	Buy	1,521 +130	+9%	+$4.81K	0.04%	134
2023 Q1	$54.1K	Buy	1,391 +931	+202%	+$36.7K	0.04%	141
2022 Q4	$18.1K	Sell	460 -556	-55%	-$20.9K	0.02%	181
2022 Q3	$38K	Buy	1,016 +744	+274%	+$33.1K	0.04%	123
2022 Q2	$13K	Hold	272	–	–	0.01%	139
2022 Q1	$13K	Hold	272	–	–	0.01%	162
2021 Q4	$14K	Buy	+272	New	+$14.2K	0.01%	165

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Western Pacific Wealth Management's VZ Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 3,004 shares — an estimated $135K sold.

Western Pacific Wealth Management first reported a position in VZ in Q4 2021 and held it in 12 quarters. The position peaked at $135K in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Western Pacific Wealth Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 3,004 Verizon shares in Q4 2024, an estimated $135K.
Western Pacific Wealth Management first reported a position in Verizon in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's Verizon position peaked at $135K in Q3 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.