OIA
OneDigital Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Sell |
121,293
-4,699
| -4% | -$203K | 0.06% | 242 |
|
|
2025
Q1 | $5.71M | Sell |
125,992
-10,176
| -7% | -$462K | 0.07% | 212 |
|
|
2024
Q4 | $5.45M | Sell |
136,168
-11,219
| -8% | -$449K | 0.06% | 226 |
|
|
2024
Q3 | $6.62M | Sell |
147,387
-10,214
| -6% | -$459K | 0.08% | 207 |
|
|
2024
Q2 | $6.5M | Buy |
157,601
+36,161
| +30% | +$1.49M | 0.08% | 192 |
|
|
2024
Q1 | $5.1M | Sell |
121,440
-5,493
| -4% | -$230K | 0.08% | 197 |
|
|
2023
Q4 | $4.79M | Buy |
126,933
+7,178
| +6% | +$271K | 0.08% | 191 |
|
|
2023
Q3 | $3.88M | Sell |
119,755
-3,706
| -3% | -$120K | 0.08% | 181 |
|
|
2023
Q2 | $4.59M | Sell |
123,461
-1,806
| -1% | -$67.2K | 0.1% | 161 |
|
|
2023
Q1 | $4.87M | Buy |
125,267
+22,056
| +21% | +$858K | 0.11% | 146 |
|
|
2022
Q4 | $4.07M | Buy |
103,211
+11,549
| +13% | +$455K | 0.12% | 145 |
|
|
2022
Q3 | $3.48M | Buy |
91,662
+9,353
| +11% | +$355K | 0.13% | 114 |
|
|
2022
Q2 | $4.18M | Buy |
82,309
+4,114
| +5% | +$209K | 0.18% | 83 |
|
|
2022
Q1 | $3.98M | Sell |
78,195
-498
| -0.6% | -$25.4K | 0.15% | 94 |
|
|
2021
Q4 | $4.09M | Buy |
78,693
+5,984
| +8% | +$311K | 0.14% | 91 |
|
|
2021
Q3 | $3.93M | Buy |
72,709
+333
| +0.5% | +$18K | 0.16% | 89 |
|
|
2021
Q2 | $4.06M | Buy |
72,376
+3,705
| +5% | +$208K | 0.17% | 83 |
|
|
2021
Q1 | $3.99M | Buy |
68,671
+1,090
| +2% | +$63.4K | 0.19% | 79 |
|
|
2020
Q4 | $3.97M | Sell |
67,581
-5,733
| -8% | -$336K | 0.21% | 71 |
|
|
2020
Q3 | $4.36M | Sell |
73,314
-2,515
| -3% | -$150K | 0.3% | 62 |
|
|
2020
Q2 | $4.18M | Buy |
75,829
+2,213
| +3% | +$122K | 0.3% | 71 |
|
|
2020
Q1 | $3.96M | Buy |
73,616
+8,218
| +13% | +$442K | 0.35% | 64 |
|
|
2019
Q4 | $4.02M | Sell |
65,398
-1,064
| -2% | -$65.3K | 0.32% | 70 |
|
|
2019
Q3 | $4.01M | Sell |
66,462
-3,530
| -5% | -$213K | 0.36% | 63 |
|
|
2019
Q2 | $4M | Buy |
69,992
+48,760
| +230% | +$2.79M | 0.31% | 58 |
|
|
2019
Q1 | $1.25M | Sell |
21,232
-1,909
| -8% | -$113K | 0.18% | 96 |
|
|
2018
Q4 | $1.3M | Buy |
+23,141
| New | +$1.3M | 0.22% | 91 |
|
|
2018
Q3 | – | Sell |
-17,832
| Closed | -$898K | – | 1271 |
|
|
2018
Q2 | $898K | Sell |
17,832
-4,236
| -19% | -$213K | 0.19% | 80 |
|
|
2018
Q1 | $1.06M | Sell |
22,068
-422
| -2% | -$20.2K | 0.23% | 73 |
|
|
2017
Q4 | $1.19M | Buy |
22,490
+8,072
| +56% | +$427K | 0.14% | 67 |
|
|
2017
Q3 | $714K | Sell |
14,418
-5,011
| -26% | -$248K | 0.26% | 56 |
|
|
2017
Q2 | $868K | Buy |
+19,429
| New | +$868K | 0.26% | 68 |
|