OBWP
O'Brien Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8K | Buy |
1,197
+56
| +5% | +$2.42K | 0.01% | 66 |
|
|
2025
Q1 | $51.7K | Buy |
+1,141
| New | +$51.7K | 0.01% | 61 |
|
|
2024
Q4 | – | Sell |
-1,117
| Closed | -$50.1K | – | 70 |
|
|
2024
Q3 | $50.1K | Buy |
+1,117
| New | +$50.1K | 0.01% | 57 |
|
|
2022
Q3 | – | Sell |
-1,731
| Closed | -$88K | – | 68 |
|
|
2022
Q2 | $88K | Buy |
+1,731
| New | +$88K | 0.04% | 61 |
|
|
2020
Q1 | – | Sell |
-5,906
| Closed | -$356K | – | 45 |
|
|
2019
Q4 | $356K | Buy |
+5,906
| New | +$356K | 0.25% | 27 |
|
|
2018
Q4 | – | Sell |
-3,599
| Closed | -$192K | – | 202 |
|
|
2018
Q3 | $192K | Buy |
3,599
+2,605
| +262% | +$139K | 0.12% | 35 |
|
|
2018
Q2 | $50K | Sell |
994
-1,678
| -63% | -$84.4K | 0.04% | 37 |
|
|
2018
Q1 | $128K | Buy |
+2,672
| New | +$128K | 0.09% | 39 |
|