SW
SkyOak Wealth’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
43,476
-631
| -1% | -$27.3K | 0.38% | 60 |
|
|
2025
Q1 | $2M | Sell |
44,107
-16,130
| -27% | -$732K | 0.44% | 57 |
|
|
2024
Q4 | $2.41M | Sell |
60,237
-14,083
| -19% | -$563K | 0.52% | 55 |
|
|
2024
Q3 | $3.34M | Sell |
74,320
-8,327
| -10% | -$374K | 0.74% | 36 |
|
|
2024
Q2 | $3.41M | Sell |
82,647
-201
| -0.2% | -$8.29K | 0.8% | 34 |
|
|
2024
Q1 | $3.48M | Sell |
82,848
-441
| -0.5% | -$18.5K | 0.83% | 31 |
|
|
2023
Q4 | $3.14M | Sell |
83,289
-21,762
| -21% | -$820K | 0.82% | 31 |
|
|
2023
Q3 | $3.4M | Sell |
105,051
-147
| -0.1% | -$4.76K | 1% | 28 |
|
|
2023
Q2 | $3.91M | Sell |
105,198
-11,365
| -10% | -$423K | 1.11% | 25 |
|
|
2023
Q1 | $4.53M | Buy |
116,563
+939
| +0.8% | +$36.5K | 1.38% | 17 |
|
|
2022
Q4 | $4.56M | Buy |
115,624
+2,860
| +3% | +$113K | 1.53% | 16 |
|
|
2022
Q3 | $4.28M | Sell |
112,764
-5,697
| -5% | -$216K | 1.53% | 14 |
|
|
2022
Q2 | $6.01M | Sell |
118,461
-2,249
| -2% | -$114K | 2.05% | 9 |
|
|
2022
Q1 | $6.15M | Buy |
120,710
+2,064
| +2% | +$105K | 1.71% | 11 |
|
|
2021
Q4 | $6.17M | Buy |
118,646
+1,533
| +1% | +$79.7K | 1.57% | 14 |
|
|
2021
Q3 | $6.33M | Buy |
117,113
+804
| +0.7% | +$43.4K | 1.7% | 11 |
|
|
2021
Q2 | $6.52M | Buy |
116,309
+7,343
| +7% | +$411K | 1.74% | 12 |
|
|
2021
Q1 | $6.15M | Buy |
108,966
+11,803
| +12% | +$666K | 1.71% | 10 |
|
|
2020
Q4 | $5.71M | Sell |
97,163
-191
| -0.2% | -$11.2K | 1.78% | 10 |
|
|
2020
Q3 | $5.79M | Buy |
97,354
+1,617
| +2% | +$96.2K | 2.08% | 9 |
|
|
2020
Q2 | $5.28M | Buy |
95,737
+13,688
| +17% | +$755K | 1.95% | 8 |
|
|
2020
Q1 | $4.41M | Buy |
82,049
+1,308
| +2% | +$70.3K | 2.25% | 8 |
|
|
2019
Q4 | $4.96M | Buy |
+80,741
| New | +$4.96M | 1.54% | 10 |
|