Forvis Mazars Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6M Sell
83,110
-1,416
-2% -$61.3K 0.08% 109
2025
Q1
$3.83M Sell
84,526
-2,173
-3% -$98.6K 0.09% 104
2024
Q4
$3.47M Buy
86,699
+1,967
+2% +$78.7K 0.08% 116
2024
Q3
$3.81M Sell
84,732
-1,091
-1% -$49K 0.09% 114
2024
Q2
$3.54M Buy
85,823
+10,296
+14% +$425K 0.09% 115
2024
Q1
$3.17M Sell
75,527
-1,822
-2% -$76.5K 0.08% 121
2023
Q4
$2.92M Sell
77,349
-7,975
-9% -$301K 0.08% 122
2023
Q3
$2.77M Sell
85,324
-32,336
-27% -$1.05M 0.08% 124
2023
Q2
$4.38M Buy
117,660
+49,264
+72% +$1.83M 0.13% 102
2023
Q1
$2.66M Buy
68,396
+13,155
+24% +$512K 0.09% 126
2022
Q4
$2.18M Sell
55,241
-5,288
-9% -$208K 0.08% 138
2022
Q3
$2.3M Buy
60,529
+502
+0.8% +$19.1K 0.09% 128
2022
Q2
$3.05M Buy
60,027
+1,974
+3% +$100K 0.12% 96
2022
Q1
$2.96M Buy
58,053
+10,245
+21% +$522K 0.13% 88
2021
Q4
$2.48M Buy
47,808
+755
+2% +$39.2K 0.1% 89
2021
Q3
$2.54M Buy
47,053
+2,514
+6% +$136K 0.12% 83
2021
Q2
$2.5M Sell
44,539
-1,906
-4% -$107K 0.12% 83
2021
Q1
$2.7M Sell
46,445
-12,030
-21% -$700K 0.13% 77
2020
Q4
$3.44M Buy
58,475
+8,629
+17% +$507K 0.17% 65
2020
Q3
$2.97M Buy
49,846
+2,535
+5% +$151K 0.17% 63
2020
Q2
$2.61M Buy
47,311
+17,648
+59% +$973K 0.17% 67
2020
Q1
$1.59M Buy
29,663
+7,088
+31% +$381K 0.13% 82
2019
Q4
$1.39M Buy
22,575
+5,268
+30% +$323K 0.1% 105
2019
Q3
$1.05M Buy
17,307
+479
+3% +$28.9K 0.08% 113
2019
Q2
$961K Sell
16,828
-1,133
-6% -$64.7K 0.08% 114
2019
Q1
$1.06M Buy
17,961
+800
+5% +$47.3K 0.09% 110
2018
Q4
$965K Sell
17,161
-186
-1% -$10.5K 0.1% 94
2018
Q3
$926K Sell
17,347
-801
-4% -$42.8K 0.08% 104
2018
Q2
$913K Sell
18,148
-786
-4% -$39.5K 0.09% 105
2018
Q1
$905K Sell
18,934
-3,424
-15% -$164K 0.09% 106
2017
Q4
$1.18M Sell
22,358
-1,024
-4% -$54.2K 0.12% 89
2017
Q3
$1.16M Sell
23,382
-381
-2% -$18.9K 0.13% 86
2017
Q2
$1.06M Sell
23,763
-785
-3% -$35.1K 0.12% 90
2017
Q1
$1.2M Buy
24,548
+289
+1% +$14.1K 0.15% 77
2016
Q4
$1.3M Buy
24,259
+612
+3% +$32.7K 0.17% 72
2016
Q3
$1.23M Buy
23,647
+1,537
+7% +$79.9K 0.17% 71
2016
Q2
$1.24M Sell
22,110
-1,558
-7% -$87K 0.18% 68
2016
Q1
$1.28M Buy
23,668
+1,564
+7% +$84.6K 0.2% 62
2015
Q4
$1.02M Buy
22,104
+1,869
+9% +$86.4K 0.15% 72
2015
Q3
$880K Sell
20,235
-324
-2% -$14.1K 0.16% 70
2015
Q2
$958K Sell
20,559
-8,859
-30% -$413K 0.14% 77
2015
Q1
$1.43M Buy
29,418
+1,153
+4% +$56.1K 0.21% 62
2014
Q4
$1.32M Buy
28,265
+5,593
+25% +$262K 0.22% 63
2014
Q3
$1.13M Buy
22,672
+959
+4% +$47.9K 0.2% 65
2014
Q2
$1.06M Sell
21,713
-2,108
-9% -$103K 0.18% 66
2014
Q1
$1.14M Buy
23,821
+2,756
+13% +$131K 0.2% 71
2013
Q4
$1.04M Sell
21,065
-177
-0.8% -$8.7K 0.19% 72
2013
Q3
$991K Buy
21,242
+1,591
+8% +$74.2K 0.2% 73
2013
Q2
$989K Buy
+19,651
New +$989K 0.78% 46