Moss Adams 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 | $458K | Buy |
10,578
+185
| +2% | +$8.01K | 0.04% | 137 |
|
2025
Q1 | $471K | Buy |
10,393
+2,133
| +26% | +$96.8K | 0.05% | 113 |
|
2024
Q4 | $330K | Sell |
8,260
-582
| -7% | -$23.3K | 0.03% | 139 |
|
2024
Q3 | $397K | Buy |
8,842
+1,885
| +27% | +$84.7K | 0.04% | 117 |
|
2024
Q2 | $287K | Buy |
6,957
+1,991
| +40% | +$82.1K | 0.04% | 121 |
|
2024
Q1 | $208K | Buy |
+4,966
| New | +$208K | 0.03% | 143 |
|