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