FMWA
Forvis Mazars Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
180,826
+10,259
| +6% | +$2.1M | 0.8% | 21 |
|
|
2025
Q1 | $37.9M | Sell |
170,567
-12,281
| -7% | -$2.73M | 0.91% | 18 |
|
|
2024
Q4 | $45.8M | Sell |
182,848
-7,787
| -4% | -$1.95M | 1.06% | 18 |
|
|
2024
Q3 | $44.4M | Buy |
190,635
+14,071
| +8% | +$3.28M | 1.02% | 20 |
|
|
2024
Q2 | $37.2M | Sell |
176,564
-8,494
| -5% | -$1.79M | 0.93% | 22 |
|
|
2024
Q1 | $31.7M | Buy |
185,058
+2,044
| +1% | +$351K | 0.81% | 24 |
|
|
2023
Q4 | $35.2M | Sell |
183,014
-10,214
| -5% | -$1.97M | 0.98% | 21 |
|
|
2023
Q3 | $33.1M | Sell |
193,228
-14,947
| -7% | -$2.56M | 1% | 21 |
|
|
2023
Q2 | $40.4M | Buy |
208,175
+29,970
| +17% | +$5.81M | 1.18% | 18 |
|
|
2023
Q1 | $29.4M | Buy |
178,205
+7,261
| +4% | +$1.2M | 0.96% | 20 |
|
|
2022
Q4 | $22.2M | Sell |
170,944
-344
| -0.2% | -$44.7K | 0.78% | 23 |
|
|
2022
Q3 | $23.7M | Sell |
171,288
-338
| -0.2% | -$46.7K | 0.96% | 16 |
|
|
2022
Q2 | $23.5M | Buy |
171,626
+28,430
| +20% | +$3.89M | 0.95% | 16 |
|
|
2022
Q1 | $25M | Buy |
143,196
+5,330
| +4% | +$931K | 1.06% | 15 |
|
|
2021
Q4 | $24.5M | Sell |
137,866
-474
| -0.3% | -$84.2K | 1.03% | 16 |
|
|
2021
Q3 | $19.6M | Buy |
138,340
+3,138
| +2% | +$444K | 0.9% | 18 |
|
|
2021
Q2 | $18.5M | Sell |
135,202
-8,833
| -6% | -$1.21M | 0.86% | 20 |
|
|
2021
Q1 | $17.6M | Sell |
144,035
-80,925
| -36% | -$9.89M | 0.87% | 18 |
|
|
2020
Q4 | $29.9M | Buy |
224,960
+33,229
| +17% | +$4.41M | 1.5% | 8 |
|
|
2020
Q3 | $22.2M | Buy |
191,731
+142,763
| +292% | +$16.5M | 1.29% | 13 |
|
|
2020
Q2 | $17.9M | Buy |
48,968
+780
| +2% | +$285K | 1.16% | 13 |
|
|
2020
Q1 | $12.3M | Sell |
48,188
-117
| -0.2% | -$29.8K | 1% | 17 |
|
|
2019
Q4 | $14.2M | Buy |
48,305
+1,000
| +2% | +$294K | 1.02% | 13 |
|
|
2019
Q3 | $10.6M | Sell |
47,305
-199
| -0.4% | -$44.6K | 0.85% | 16 |
|
|
2019
Q2 | $9.4M | Sell |
47,504
-1,906
| -4% | -$377K | 0.76% | 18 |
|
|
2019
Q1 | $9.39M | Buy |
49,410
+1,974
| +4% | +$375K | 0.78% | 17 |
|
|
2018
Q4 | $7.48M | Buy |
47,436
+1,221
| +3% | +$193K | 0.76% | 19 |
|
|
2018
Q3 | $10.4M | Sell |
46,215
-1,456
| -3% | -$329K | 0.91% | 14 |
|
|
2018
Q2 | $8.82M | Sell |
47,671
-670
| -1% | -$124K | 0.86% | 12 |
|
|
2018
Q1 | $8.11M | Buy |
48,341
+814
| +2% | +$137K | 0.81% | 14 |
|
|
2017
Q4 | $8.04M | Sell |
47,527
-1,843
| -4% | -$312K | 0.8% | 15 |
|
|
2017
Q3 | $7.61M | Sell |
49,370
-606
| -1% | -$93.4K | 0.84% | 15 |
|
|
2017
Q2 | $7.2M | Buy |
49,976
+2,028
| +4% | +$292K | 0.82% | 17 |
|
|
2017
Q1 | $6.89M | Sell |
47,948
-1,406
| -3% | -$202K | 0.84% | 15 |
|
|
2016
Q4 | $5.72M | Buy |
49,354
+1,133
| +2% | +$131K | 0.75% | 18 |
|
|
2016
Q3 | $5.45M | Buy |
48,221
+2,830
| +6% | +$320K | 0.76% | 19 |
|
|
2016
Q2 | $4.34M | Sell |
45,391
-467
| -1% | -$44.6K | 0.64% | 23 |
|
|
2016
Q1 | $5M | Sell |
45,858
-837
| -2% | -$91.2K | 0.8% | 18 |
|
|
2015
Q4 | $4.92M | Buy |
46,695
+4,228
| +10% | +$445K | 0.74% | 19 |
|
|
2015
Q3 | $4.68M | Buy |
42,467
+734
| +2% | +$81K | 0.82% | 17 |
|
|
2015
Q2 | $5.23M | Sell |
41,733
-3,183
| -7% | -$399K | 0.78% | 20 |
|
|
2015
Q1 | $5.59M | Buy |
44,916
+7,684
| +21% | +$956K | 0.81% | 20 |
|
|
2014
Q4 | $4.11M | Buy |
37,232
+3,892
| +12% | +$430K | 0.67% | 21 |
|
|
2014
Q3 | $3.36M | Sell |
33,340
-237
| -0.7% | -$23.9K | 0.58% | 22 |
|
|
2014
Q2 | $3.12M | Buy |
33,577
+28,207
| +525% | +$2.62M | 0.53% | 26 |
|
|
2014
Q1 | $2.88M | Buy |
5,370
+201
| +4% | +$108K | 0.51% | 29 |
|
|
2013
Q4 | $2.9M | Sell |
5,169
-66
| -1% | -$37K | 0.54% | 27 |
|
|
2013
Q3 | $2.5M | Buy |
5,235
+285
| +6% | +$136K | 0.51% | 36 |
|
|
2013
Q2 | $1.96M | Buy |
+4,950
| New | +$1.96M | 1.55% | 23 |
|