FMWA
Forvis Mazars Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
1,590
+185
| +13% | +$50.4K | 0.01% | 306 |
|
|
2025
Q1 | $377K | Sell |
1,405
-1,295
| -48% | -$348K | 0.01% | 331 |
|
|
2024
Q4 | $903K | Buy |
2,700
+15
| +0.6% | +$5.02K | 0.02% | 235 |
|
|
2024
Q3 | $735K | Buy |
2,685
+1,305
| +95% | +$357K | 0.02% | 259 |
|
|
2024
Q2 | $355K | Sell |
1,380
-270
| -16% | -$69.4K | 0.01% | 328 |
|
|
2024
Q1 | $497K | Buy |
1,650
+257
| +18% | +$77.4K | 0.01% | 292 |
|
|
2023
Q4 | $367K | Sell |
1,393
-346
| -20% | -$91K | 0.01% | 317 |
|
|
2023
Q3 | $353K | Sell |
1,739
-1,361
| -44% | -$276K | 0.01% | 310 |
|
|
2023
Q2 | $655K | Buy |
3,100
+92
| +3% | +$19.4K | 0.02% | 252 |
|
|
2023
Q1 | $601K | Sell |
3,008
-15
| -0.5% | -$3K | 0.02% | 243 |
|
|
2022
Q4 | $401K | Sell |
3,023
-72
| -2% | -$9.55K | 0.01% | 288 |
|
|
2022
Q3 | $445K | Sell |
3,095
-331
| -10% | -$47.6K | 0.02% | 267 |
|
|
2022
Q2 | $565K | Buy |
3,426
+1,099
| +47% | +$181K | 0.02% | 235 |
|
|
2022
Q1 | $494K | Buy |
2,327
+139
| +6% | +$29.5K | 0.02% | 191 |
|
|
2021
Q4 | $556K | Buy |
2,188
+1,379
| +170% | +$350K | 0.02% | 174 |
|
|
2021
Q3 | $219K | Buy |
+809
| New | +$219K | 0.01% | 259 |
|
|
2021
Q1 | – | Sell |
-2,257
| Closed | -$502K | – | 296 |
|
|
2020
Q4 | $502K | Sell |
2,257
-162
| -7% | -$36K | 0.03% | 226 |
|
|
2020
Q3 | $608K | Buy |
2,419
+189
| +8% | +$47.5K | 0.04% | 184 |
|
|
2020
Q2 | $418K | Buy |
+2,230
| New | +$418K | 0.03% | 210 |
|
|
2020
Q1 | – | Sell |
-1,555
| Closed | -$253K | – | 288 |
|
|
2019
Q4 | $253K | Buy |
+1,555
| New | +$253K | 0.02% | 257 |
|
|
2019
Q2 | – | Sell |
-1,400
| Closed | -$222K | – | 258 |
|
|
2019
Q1 | $222K | Buy |
+1,400
| New | +$222K | 0.02% | 237 |
|