Charter Oak Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
7,662
+696
| +10% | +$30.1K | 0.03% | 152 |
|
|
2025
Q1 | $316K | Buy |
6,966
+104
| +2% | +$4.72K | 0.03% | 143 |
|
|
2024
Q4 | $274K | Sell |
6,862
-586
| -8% | -$23.4K | 0.03% | 152 |
|
|
2024
Q3 | $334K | Sell |
7,448
-457
| -6% | -$20.5K | 0.03% | 138 |
|
|
2024
Q2 | $326K | Sell |
7,905
-995
| -11% | -$41K | 0.03% | 135 |
|
|
2024
Q1 | $373K | Buy |
8,900
+4
| +0% | +$168 | 0.04% | 129 |
|
|
2023
Q4 | $335K | Sell |
8,896
-999
| -10% | -$37.7K | 0.04% | 133 |
|
|
2023
Q3 | $321K | Sell |
9,895
-721
| -7% | -$23.4K | 0.04% | 134 |
|
|
2023
Q2 | $395K | Sell |
10,616
-1,675
| -14% | -$62.3K | 0.05% | 124 |
|
|
2023
Q1 | $478K | Buy |
12,291
+145
| +1% | +$5.64K | 0.07% | 105 |
|
|
2022
Q4 | $479K | Sell |
12,146
-244
| -2% | -$9.61K | 0.07% | 101 |
|
|
2022
Q3 | $470K | Sell |
12,390
-2,304
| -16% | -$87.4K | 0.08% | 99 |
|
|
2022
Q2 | $746K | Sell |
14,694
-61
| -0.4% | -$3.1K | 0.1% | 88 |
|
|
2022
Q1 | $752K | Sell |
14,755
-634
| -4% | -$32.3K | 0.09% | 91 |
|
|
2021
Q4 | $800K | Sell |
15,389
-345
| -2% | -$17.9K | 0.09% | 89 |
|
|
2021
Q3 | $850K | Buy |
15,734
+40
| +0.3% | +$2.16K | 0.11% | 81 |
|
|
2021
Q2 | $879K | Sell |
15,694
-948
| -6% | -$53.1K | 0.11% | 78 |
|
|
2021
Q1 | $968K | Buy |
16,642
+1,760
| +12% | +$102K | 0.14% | 72 |
|
|
2020
Q4 | $874K | Buy |
+14,882
| New | +$874K | 0.13% | 74 |
|