Oak Harvest Investment Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,300
| Closed | -$789K | – | 124 |
|
|
2023
Q1 | $789K | Buy |
+20,300
| New | +$789K | 0.18% | 73 |
|
|
2022
Q4 | – | Sell |
-6,312
| Closed | -$240K | – | 102 |
|
|
2022
Q3 | $240K | Buy |
6,312
+446
| +8% | +$17K | 0.06% | 88 |
|
|
2022
Q2 | $298K | Buy |
5,866
+136
| +2% | +$6.91K | 0.08% | 75 |
|
|
2022
Q1 | $292K | Sell |
5,730
-1,385
| -19% | -$70.6K | 0.07% | 77 |
|
|
2021
Q4 | $370K | Buy |
7,115
+1,452
| +26% | +$75.5K | 0.09% | 69 |
|
|
2021
Q3 | $306K | Buy |
5,663
+408
| +8% | +$22K | 0.09% | 71 |
|
|
2021
Q2 | $294K | Sell |
5,255
-31,524
| -86% | -$1.76M | 0.1% | 71 |
|
|
2021
Q1 | $2.14M | Buy |
36,779
+1,317
| +4% | +$76.6K | 0.82% | 51 |
|
|
2020
Q4 | $2.08M | Buy |
+35,462
| New | +$2.08M | 0.89% | 43 |
|