OHWA
Oak Hill Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
16,398
+2,141
| +15% | +$92.2K | 0.15% | 78 |
|
|
2025
Q1 | $647K | Sell |
14,257
-2
| -0% | -$91 | 0.15% | 71 |
|
|
2024
Q4 | $570K | Buy |
+14,259
| New | +$570K | 0.14% | 75 |
|
|
2024
Q3 | – | Sell |
-15,415
| Closed | -$636K | – | 117 |
|
|
2024
Q2 | $636K | Buy |
+15,415
| New | +$636K | 0.19% | 50 |
|
|
2024
Q1 | – | Sell |
-16,280
| Closed | -$614K | – | 107 |
|
|
2023
Q4 | $614K | Buy |
16,280
+43
| +0.3% | +$1.62K | 0.21% | 51 |
|
|
2023
Q3 | $526K | Sell |
16,237
-1,338
| -8% | -$43.4K | 0.2% | 57 |
|
|
2023
Q2 | $654K | Sell |
17,575
-1,176
| -6% | -$43.7K | 0.24% | 54 |
|
|
2023
Q1 | $729K | Sell |
18,751
-879
| -4% | -$34.2K | 0.29% | 48 |
|
|
2022
Q4 | $773K | Buy |
+19,630
| New | +$773K | 0.32% | 46 |
|