Charter Oak Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $318K | Sell |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $746K | Sell |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $800K | Sell |
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|
2021
Q3 | $850K | Buy |
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|
2021
Q2 | $879K | Sell |
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|
2021
Q1 | $968K | Buy |
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|
2020
Q4 | $874K | Buy |
|