OAM
Occidental Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
29,700
+5,494
| +23% | +$238K | 0.18% | 94 |
|
|
2025
Q1 | $1.1M | Sell |
24,206
-467
| -2% | -$21.2K | 0.17% | 98 |
|
|
2024
Q4 | $987K | Sell |
24,673
-629
| -2% | -$25.2K | 0.15% | 109 |
|
|
2024
Q3 | $1.14M | Buy |
25,302
+1,043
| +4% | +$46.8K | 0.18% | 106 |
|
|
2024
Q2 | $1M | Buy |
24,259
+17,155
| +241% | +$707K | 0.18% | 108 |
|
|
2024
Q1 | $298K | Sell |
7,104
-1,150
| -14% | -$48.3K | 0.06% | 159 |
|
|
2023
Q4 | $311K | Sell |
8,254
-2,210
| -21% | -$83.3K | 0.06% | 164 |
|
|
2023
Q3 | $339K | Sell |
10,464
-47,010
| -82% | -$1.52M | 0.08% | 154 |
|
|
2023
Q2 | $2.14M | Buy |
57,474
+2,384
| +4% | +$88.7K | 0.48% | 56 |
|
|
2023
Q1 | $2.14M | Buy |
55,090
+1,649
| +3% | +$64.1K | 0.53% | 56 |
|
|
2022
Q4 | $2.11M | Buy |
53,441
+2,106
| +4% | +$83K | 0.57% | 52 |
|
|
2022
Q3 | $1.95M | Buy |
51,335
+2,542
| +5% | +$96.5K | 0.58% | 48 |
|
|
2022
Q2 | $2.48M | Buy |
48,793
+1,363
| +3% | +$69.2K | 0.73% | 28 |
|
|
2022
Q1 | $2.42M | Buy |
47,430
+1,019
| +2% | +$51.9K | 0.62% | 38 |
|
|
2021
Q4 | $2.41M | Buy |
46,411
+2,782
| +6% | +$145K | 0.57% | 43 |
|
|
2021
Q3 | $2.36M | Buy |
43,629
+2,561
| +6% | +$138K | 0.61% | 35 |
|
|
2021
Q2 | $2.3M | Buy |
41,068
+2,239
| +6% | +$125K | 0.61% | 35 |
|
|
2021
Q1 | $2.26M | Buy |
38,829
+7,946
| +26% | +$462K | 0.67% | 31 |
|
|
2020
Q4 | $1.81M | Buy |
30,883
+2,144
| +7% | +$126K | 0.6% | 31 |
|
|
2020
Q3 | $1.71M | Sell |
28,739
-113
| -0.4% | -$6.72K | 0.71% | 26 |
|
|
2020
Q2 | $1.59M | Buy |
28,852
+836
| +3% | +$46.1K | 0.7% | 26 |
|
|
2020
Q1 | $1.51M | Sell |
28,016
-1,591
| -5% | -$85.5K | 0.76% | 21 |
|
|
2019
Q4 | $1.82M | Buy |
29,607
+960
| +3% | +$58.9K | 0.74% | 27 |
|
|
2019
Q3 | $1.73M | Buy |
28,647
+2,692
| +10% | +$162K | 0.72% | 25 |
|
|
2019
Q2 | $1.48M | Sell |
25,955
-195
| -0.7% | -$11.1K | 0.67% | 26 |
|
|
2019
Q1 | $1.55M | Buy |
26,150
+3,057
| +13% | +$181K | 0.74% | 26 |
|
|
2018
Q4 | $1.3M | Buy |
23,093
+1,562
| +7% | +$87.8K | 0.73% | 27 |
|
|
2018
Q3 | $1.15M | Buy |
21,531
+272
| +1% | +$14.5K | 0.57% | 38 |
|
|
2018
Q2 | $1.07M | Sell |
21,259
-576
| -3% | -$29K | 0.57% | 27 |
|
|
2018
Q1 | $1.04M | Hold |
21,835
| – | – | 0.56% | 31 |
|
|
2017
Q4 | $1.16M | Buy |
21,835
+90
| +0.4% | +$4.77K | 0.6% | 29 |
|
|
2017
Q3 | $1.08M | Buy |
21,745
+412
| +2% | +$20.4K | 0.59% | 30 |
|
|
2017
Q2 | $953K | Sell |
21,333
-152
| -0.7% | -$6.79K | 0.57% | 30 |
|
|
2017
Q1 | $1.05M | Buy |
21,485
+1,791
| +9% | +$87.3K | 0.69% | 29 |
|
|
2016
Q4 | $1.05M | Buy |
19,694
+4,156
| +27% | +$222K | 0.76% | 33 |
|
|
2016
Q3 | $808K | Buy |
15,538
+652
| +4% | +$33.9K | 0.66% | 39 |
|
|
2016
Q2 | $831K | Buy |
14,886
+1,300
| +10% | +$72.6K | 0.73% | 42 |
|
|
2016
Q1 | $735K | Hold |
13,586
| – | – | 0.89% | 29 |
|
|
2015
Q4 | $628K | Sell |
13,586
-100
| -0.7% | -$4.62K | 0.8% | 29 |
|
|
2015
Q3 | $595K | Sell |
13,686
-650
| -5% | -$28.3K | 0.83% | 28 |
|
|
2015
Q2 | $668K | Hold |
14,336
| – | – | 0.9% | 28 |
|
|
2015
Q1 | $697K | Sell |
14,336
-151
| -1% | -$7.34K | 0.87% | 27 |
|
|
2014
Q4 | $678K | Sell |
14,487
-3,155
| -18% | -$148K | 1.03% | 25 |
|
|
2014
Q3 | $882K | Sell |
17,642
-691
| -4% | -$34.5K | 1.44% | 16 |
|
|
2014
Q2 | $897K | Hold |
18,333
| – | – | 1.54% | 13 |
|
|
2014
Q1 | $872K | Buy |
+18,333
| New | +$872K | 1.56% | 16 |
|