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WR Wealth Planners’s Verizon VZ Stock Holding History

WR Wealth Planners’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 		$140K Buy
3,507
+308
+10% +$13K 0.05% 192
2024
Q3 		$144K Buy
3,199
+553
+21% +$23.1K 0.04% 226
2024
Q2 		$109K Buy
2,646
+31
+1% +$1.25K 0.03% 240
2024
Q1 		$110K Buy
+2,615
New +$105K 0.03% 241
2023
Q4 		– Sell
-2,594
Closed -$84.1K – 852
2023
Q3 		$84.1K Sell
2,594
-511
-16% -$17.3K 0.03% 266
2023
Q2 		$115K Buy
3,105
+620
+25% +$22.9K 0.04% 228
2023
Q1 		$96.7K Buy
+2,485
New +$98K 0.04% 238

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's VZ Position: Q4 2024 in Review

WR Wealth Planners increased its Verizon (VZ) stake by 9.6% in Q4 2024, buying an estimated $13K and bringing the position to 3,507 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #192.

WR Wealth Planners first reported a position in VZ in Q1 2023 and has held it in 7 quarters since. The position peaked at $144K in Q3 2024. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • WR Wealth Planners held 3,507 shares of Verizon worth $140K as of Q4 2024.
  • WR Wealth Planners bought 308 Verizon shares in Q4 2024, an estimated $13K.
  • Verizon made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #192 holding.
  • WR Wealth Planners first reported a position in Verizon in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Verizon position peaked at $144K in Q3 2024.
  • 3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.