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Westshore Wealth’s Verizon VZ Stock Holding History

Westshore 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
2025
Q2 		– Sell
-4,450
Closed -$202K – 101
2025
Q1 		$202K Buy
+4,450
New +$185K 0.09% 93
2024
Q4 		– Sell
-4,481
Closed -$201K – 98
2024
Q3 		$201K Buy
+4,481
New +$187K 0.08% 96
2023
Q3 		– Sell
-6,889
Closed -$256K – 110
2023
Q2 		$256K Sell
6,889
-198
-3% -$7.33K 0.13% 85
2023
Q1 		$276K Buy
7,087
+326
+5% +$12.9K 0.14% 76
2022
Q4 		$266K Sell
6,761
-14,098
-68% -$531K 0.15% 80
2022
Q3 		$792K Sell
20,859
-1,699
-8% -$75.7K 0.55% 18
2022
Q2 		$1.15M Buy
22,558
+830
+4% +$42K 0.75% 15
2022
Q1 		$1.11M Buy
21,728
+444
+2% +$23.5K 0.74% 17
2021
Q4 		$1.11M Sell
21,284
-1,099
-5% -$57.3K 0.76% 18
2021
Q3 		$1.21M Sell
22,383
-7,314
-25% -$405K 0.98% 15
2021
Q2 		$1.66M Buy
29,697
+434
+1% +$24.9K 0.86% 21
2021
Q1 		$1.7M Buy
+29,263
New +$1.65M 0.97% 19
2019
Q4 		$676K Buy
+11,004
New +$664K 0.74% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Westshore Wealth's VZ Position: Q2 2025 in Review

Westshore Wealth sold out of Verizon (VZ) in Q2 2025, closing a stake of 4,450 shares — an estimated $202K sold.

Westshore Wealth first reported a position in VZ in Q4 2019 and held it in 13 quarters. The position peaked at $1.7M in Q1 2021. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Westshore Wealth reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Westshore Wealth sold 4,450 Verizon shares in Q2 2025, an estimated $202K.
  • Westshore Wealth first reported a position in Verizon in Q4 2019 and held it in 13 quarters.
  • Westshore Wealth's Verizon position peaked at $1.7M in Q1 2021.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Westshore Wealth's 13F filing for Q2 2025, filed 9 Jul 2025.