MSWA
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Marshall & Sterling Wealth Advisors’s Verizon VZ Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$44.4K Sell
1,028
-131
-11% -$5.66K 0.03% 178
2025
Q1 		$52.6K Buy
1,159
+134
+13% +$6.08K 0.04% 149
2024
Q4 		$41K Buy
+1,025
New +$41K 0.03% 144