Whitaker-Myers Wealth Managers’s Verizon VZ Stock Holding History

Whitaker-Myers Wealth Managers’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	-8,117	Closed	-$325K	–	143
2024 Q4	$325K	Buy	+8,117	New	+$342K	0.09%	85

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VZ Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Verizon (VZ) in Q1 2025, closing a stake of 8,117 shares — an estimated $325K sold.

Whitaker-Myers Wealth Managers first reported a position in VZ in Q4 2024 and held it in 1 quarter. The position peaked at $325K in Q4 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

Whitaker-Myers Wealth Managers reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 8,117 Verizon shares in Q1 2025, an estimated $325K.
Whitaker-Myers Wealth Managers first reported a position in Verizon in Q4 2024 and held it in 1 quarter.
Whitaker-Myers Wealth Managers's Verizon position peaked at $325K in Q4 2024.
3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.