Oak Thistle LLC’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
20,538
-573
| -3% | -$24.8K | 0.13% | 283 |
|
|
2025
Q1 | $958K | Sell |
21,111
-26,963
| -56% | -$1.22M | 0.19% | 199 |
|
|
2024
Q4 | $1.92M | Buy |
+48,074
| New | +$1.92M | 0.57% | 28 |
|
|
2024
Q1 | – | Sell |
-61,867
| Closed | -$2.33M | – | 532 |
|
|
2023
Q4 | $2.33M | Buy |
61,867
+6,972
| +13% | +$263K | 0.67% | 9 |
|
|
2023
Q3 | $1.78M | Buy |
54,895
+41,331
| +305% | +$1.34M | 0.53% | 11 |
|
|
2023
Q2 | $504K | Buy |
+13,564
| New | +$504K | 0.27% | 161 |
|
|
2022
Q2 | – | Sell |
-23,713
| Closed | -$1.21M | – | 426 |
|
|
2022
Q1 | $1.21M | Buy |
23,713
+17,219
| +265% | +$877K | 0.64% | 12 |
|
|
2021
Q4 | $338K | Buy |
+6,494
| New | +$338K | 0.26% | 173 |
|