Oak Harbor Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
64,112
-3,234
| -5% | -$140K | 0.75% | 33 |
|
|
2025
Q1 | $3.05M | Sell |
67,346
-4,095
| -6% | -$186K | 0.87% | 32 |
|
|
2024
Q4 | $2.86M | Sell |
71,441
-34
| -0% | -$1.36K | 0.83% | 34 |
|
|
2024
Q3 | $3.21M | Buy |
71,475
+1,623
| +2% | +$72.9K | 0.92% | 31 |
|
|
2024
Q2 | $2.88M | Buy |
69,852
+1,238
| +2% | +$51.1K | 0.91% | 29 |
|
|
2024
Q1 | $2.88M | Sell |
68,614
-5,270
| -7% | -$221K | 0.9% | 32 |
|
|
2023
Q4 | $2.79M | Buy |
73,884
+4,992
| +7% | +$188K | 0.94% | 32 |
|
|
2023
Q3 | $2.23M | Buy |
68,892
+3,900
| +6% | +$126K | 0.79% | 37 |
|
|
2023
Q2 | $2.42M | Sell |
64,992
-5
| -0% | -$186 | 0.83% | 34 |
|
|
2023
Q1 | $2.53M | Buy |
64,997
+15,125
| +30% | +$588K | 0.92% | 33 |
|
|
2022
Q4 | $1.96M | Sell |
49,872
-9,950
| -17% | -$392K | 0.75% | 39 |
|
|
2022
Q3 | $2.27M | Buy |
59,822
+2,949
| +5% | +$112K | 0.89% | 34 |
|
|
2022
Q2 | $2.89M | Buy |
56,873
+1,818
| +3% | +$92.3K | 1.15% | 28 |
|
|
2022
Q1 | $2.81M | Buy |
55,055
+4,345
| +9% | +$221K | 0.92% | 32 |
|
|
2021
Q4 | $2.64M | Buy |
+50,710
| New | +$2.64M | 0.91% | 32 |
|