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 |
|