WOC
West Oak Capital’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Buy |
46,070
+10,675
| +30% | +$4.62K | 0.78% | 46 |
|
|
2025
Q1 | $16.1K | Sell |
35,395
-200
| -0.6% | -$91 | 0.62% | 54 |
|
|
2024
Q4 | $14.2M | Buy |
35,595
+215
| +0.6% | +$86K | 0.5% | 56 |
|
|
2024
Q3 | $15.9K | Buy |
35,380
+19,365
| +121% | +$8.7K | 0.3% | 55 |
|
|
2024
Q2 | $660K | Hold |
16,015
| – | – | 0.27% | 69 |
|
|
2024
Q1 | $672K | Buy |
16,015
+295
| +2% | +$12.4K | 0.29% | 69 |
|
|
2023
Q4 | $606K | Sell |
15,720
-2,678
| -15% | -$103K | 0.28% | 72 |
|
|
2023
Q3 | $596K | Sell |
18,398
-5,772
| -24% | -$187K | 0.3% | 72 |
|
|
2023
Q2 | $899K | Sell |
24,170
-87
| -0.4% | -$3.24K | 0.44% | 62 |
|
|
2023
Q1 | $943K | Sell |
24,257
-1,010
| -4% | -$39.3K | 0.48% | 61 |
|
|
2022
Q4 | $996K | Sell |
25,267
-13,356
| -35% | -$526K | 0.52% | 59 |
|
|
2022
Q3 | $1.47M | Buy |
38,623
+1,663
| +4% | +$63.2K | 0.8% | 50 |
|
|
2022
Q2 | $1.88M | Buy |
36,960
+45
| +0.1% | +$2.28K | 0.98% | 39 |
|
|
2022
Q1 | $1.88M | Buy |
36,915
+4,134
| +13% | +$211K | 0.85% | 47 |
|
|
2021
Q4 | $1.7M | Sell |
32,781
-5,789
| -15% | -$301K | 0.63% | 53 |
|
|
2021
Q3 | $2.08M | Buy |
38,570
+1,099
| +3% | +$59.4K | 0.81% | 42 |
|
|
2021
Q2 | $2.1M | Buy |
37,471
+675
| +2% | +$37.8K | 0.83% | 49 |
|
|
2021
Q1 | $2.14M | Sell |
36,796
-45
| -0.1% | -$2.62K | 0.91% | 41 |
|
|
2020
Q4 | $2.16M | Buy |
36,841
+1,035
| +3% | +$60.8K | 1.01% | 34 |
|
|
2020
Q3 | $2.13M | Sell |
35,806
-1,445
| -4% | -$86K | 1.17% | 29 |
|
|
2020
Q2 | $2.05M | Buy |
37,251
+530
| +1% | +$29.2K | 1.17% | 31 |
|
|
2020
Q1 | $1.97M | Buy |
36,721
+565
| +2% | +$30.4K | 1.35% | 20 |
|
|
2019
Q4 | $2.22M | Sell |
36,156
-931
| -3% | -$57.2K | 1.25% | 25 |
|
|
2019
Q3 | $2.24M | Sell |
37,087
-250
| -0.7% | -$15.1K | 1.32% | 23 |
|
|
2019
Q2 | $2.13M | Buy |
37,337
+2,753
| +8% | +$157K | 1.28% | 26 |
|
|
2019
Q1 | $2.05M | Buy |
34,584
+134
| +0.4% | +$7.92K | 1.28% | 20 |
|
|
2018
Q4 | $1.94M | Sell |
34,450
-200
| -0.6% | -$11.2K | 1.37% | 19 |
|
|
2018
Q3 | $1.85M | Buy |
34,650
+970
| +3% | +$51.8K | 1.07% | 33 |
|
|
2018
Q2 | $1.69M | Sell |
33,680
-585
| -2% | -$29.4K | 1.03% | 32 |
|
|
2018
Q1 | $1.64M | Sell |
34,265
-1,057
| -3% | -$50.5K | 0.97% | 32 |
|
|
2017
Q4 | $1.87M | Sell |
35,322
-430
| -1% | -$22.8K | 1.15% | 25 |
|
|
2017
Q3 | $1.77M | Sell |
35,752
-885
| -2% | -$43.8K | 1.05% | 25 |
|
|
2017
Q2 | $1.64M | Sell |
36,637
-1,007
| -3% | -$45K | 0.99% | 32 |
|
|
2017
Q1 | $1.84M | Buy |
37,644
+983
| +3% | +$47.9K | 1.13% | 23 |
|
|
2016
Q4 | $1.96M | Sell |
36,661
-809
| -2% | -$43.2K | 1.31% | 15 |
|
|
2016
Q3 | $1.95M | Sell |
37,470
-93
| -0.2% | -$4.83K | 1.34% | 18 |
|
|
2016
Q2 | $2.1M | Sell |
37,563
-1,588
| -4% | -$88.7K | 1.51% | 9 |
|
|
2016
Q1 | $2.12M | Sell |
39,151
-549
| -1% | -$29.7K | 1.63% | 7 |
|
|
2015
Q4 | $1.83M | Buy |
39,700
+3,545
| +10% | +$164K | 1.42% | 18 |
|
|
2015
Q3 | $1.57M | Buy |
36,155
+60
| +0.2% | +$2.61K | 1.27% | 22 |
|
|
2015
Q2 | $1.68M | Sell |
36,095
-798
| -2% | -$37.2K | 1.25% | 20 |
|
|
2015
Q1 | $1.79M | Buy |
36,893
+574
| +2% | +$27.9K | 1.32% | 16 |
|
|
2014
Q4 | $1.7M | Sell |
36,319
-246
| -0.7% | -$11.5K | 1.24% | 24 |
|
|
2014
Q3 | $1.83M | Sell |
36,565
-1,679
| -4% | -$83.9K | 1.37% | 16 |
|
|
2014
Q2 | $1.87M | Sell |
38,244
-1,491
| -4% | -$73K | 1.36% | 16 |
|
|
2014
Q1 | $1.89M | Buy |
39,735
+4,593
| +13% | +$218K | 1.39% | 11 |
|
|
2013
Q4 | $1.73M | Sell |
35,142
-125
| -0.4% | -$6.14K | 1.27% | 20 |
|
|
2013
Q3 | $1.65M | Buy |
35,267
+185
| +0.5% | +$8.64K | 1.29% | 19 |
|
|
2013
Q2 | $1.77M | Buy |
+35,082
| New | +$1.77M | 1.47% | 10 |
|