WMS Partners’s Verizon VZ Stock Holding History

WMS Partners’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	-6,350	Closed	-$285K	–	314
2024 Q3	$285K	Buy	6,350 +1,184	+23%	+$49.4K	0.02%	235
2024 Q2	$213K	Sell	5,166 -334	-6%	-$13.5K	0.01%	248
2024 Q1	$231K	Buy	+5,500	New	+$222K	0.02%	244
2023 Q2	–	Sell	-5,971	Closed	-$232K	–	305
2023 Q1	$232K	Buy	5,971 +368	+7%	+$14.5K	0.02%	242
2022 Q4	$221K	Sell	5,603 -4,554	-45%	-$172K	0.02%	241
2022 Q3	$386K	Sell	10,157 -2,501	-20%	-$111K	0.05%	162
2022 Q2	$642K	Hold	12,658	–	–	0.1%	116
2022 Q1	$645K	Buy	+12,658	New	+$671K	0.09%	114
2021 Q4	–	Sell	-7,853	Closed	-$424K	–	298
2021 Q3	$424K	Sell	7,853 -98	-1%	-$5.42K	0.06%	166
2021 Q2	$446K	Buy	+7,951	New	+$456K	0.07%	154
2021 Q1	–	Sell	-10,399	Closed	-$611K	–	260
2020 Q4	$611K	Buy	10,399 +578	+6%	+$34.3K	0.11%	104
2020 Q3	$584K	Sell	9,821 -2,101	-18%	-$122K	0.11%	98
2020 Q2	$657K	Sell	11,922 -3,627	-23%	-$204K	0.14%	87
2020 Q1	$835K	Sell	15,549 -1,599	-9%	-$91.5K	0.23%	58
2019 Q4	$1.05M	Sell	17,148 -590	-3%	-$35.6K	0.24%	61
2019 Q3	$1.07M	Sell	17,738 -3,556	-17%	-$205K	0.26%	58
2019 Q2	$1.22M	Buy	21,294 +6,387	+43%	+$368K	0.3%	51
2019 Q1	$881K	Sell	14,907 -578	-4%	-$32.7K	0.22%	67
2018 Q4	$871K	Buy	15,485 +1,268	+9%	+$71.9K	0.24%	61
2018 Q3	$759K	Buy	14,217 +651	+5%	+$34.5K	0.09%	93
2018 Q2	$683K	Sell	13,566 -644	-5%	-$31.2K	0.08%	99
2018 Q1	$680K	Buy	14,210 +636	+5%	+$32K	0.08%	96
2017 Q4	$718K	Sell	13,574 -1,065	-7%	-$52.4K	0.08%	99
2017 Q3	$724K	Buy	14,639 +18	+0.1%	+$847	0.09%	98
2017 Q2	$653K	Buy	14,621 +143	+1%	+$6.66K	0.08%	103
2017 Q1	$706K	Buy	14,478 +2,756	+24%	+$138K	0.09%	92
2016 Q4	$626K	Buy	11,722 +1,855	+19%	+$92.7K	0.08%	95
2016 Q3	$513K	Buy	9,867 +1,449	+17%	+$77.8K	0.07%	112
2016 Q2	$470K	Buy	8,418 +184	+2%	+$9.54K	0.07%	116
2016 Q1	$445K	Sell	8,234 -440	-5%	-$22K	0.06%	125
2015 Q4	$401K	Buy	8,674 +37	+0.4%	+$1.68K	0.06%	133
2015 Q3	$376K	Sell	8,637 -6,227	-42%	-$287K	0.06%	140
2015 Q2	$693K	Buy	14,864 +51	+0.3%	+$2.5K	0.08%	141
2015 Q1	$720K	Buy	14,813 +8,629	+140%	+$416K	0.09%	134
2014 Q4	$289K	Buy	6,184 +335	+6%	+$16.4K	0.04%	169
2014 Q3	$292K	Buy	5,849 +472	+9%	+$23.5K	0.05%	194
2014 Q2	$263K	Sell	5,377 -1,778	-25%	-$86.1K	0.04%	204
2014 Q1	$340K	Buy	7,155 +1,527	+27%	+$72.2K	0.05%	177
2013 Q4	$277K	Buy	+5,628	New	+$277K	0.05%	182
2013 Q3	–	Sell	-5,628	Closed	-$284K	–	230
2013 Q2	$284K	Buy	+5,628	New	+$287K	0.05%	179

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

WMS Partners's VZ Position: Q4 2024 in Review

WMS Partners sold out of Verizon (VZ) in Q4 2024, closing a stake of 6,350 shares — an estimated $285K sold.

WMS Partners first reported a position in VZ in Q2 2013 and held it in 40 quarters. The position peaked at $1.22M in Q2 2019. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

WMS Partners reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
WMS Partners sold 6,350 Verizon shares in Q4 2024, an estimated $285K.
WMS Partners first reported a position in Verizon in Q2 2013 and held it in 40 quarters.
WMS Partners's Verizon position peaked at $1.22M in Q2 2019.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.