FMWA
Forvis Mazars Wealth Advisors’s Enbridge ENB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
10,350
+418
| +4% | +$18.9K | 0.01% | 293 |
|
|
2025
Q1 | $440K | Buy |
9,932
+1,066
| +12% | +$47.2K | 0.01% | 300 |
|
|
2024
Q4 | $376K | Sell |
8,866
-305
| -3% | -$12.9K | 0.01% | 347 |
|
|
2024
Q3 | $372K | Buy |
9,171
+1,180
| +15% | +$47.9K | 0.01% | 348 |
|
|
2024
Q2 | $284K | Sell |
7,991
-98
| -1% | -$3.49K | 0.01% | 357 |
|
|
2024
Q1 | $293K | Sell |
8,089
-2,046
| -20% | -$74K | 0.01% | 351 |
|
|
2023
Q4 | $365K | Sell |
10,135
-3,458
| -25% | -$125K | 0.01% | 318 |
|
|
2023
Q3 | $456K | Buy |
13,593
+3,159
| +30% | +$106K | 0.01% | 285 |
|
|
2023
Q2 | $388K | Sell |
10,434
-379
| -4% | -$14.1K | 0.01% | 320 |
|
|
2023
Q1 | $413K | Sell |
10,813
-1,155
| -10% | -$44.1K | 0.01% | 287 |
|
|
2022
Q4 | $468K | Buy |
11,968
+737
| +7% | +$28.8K | 0.02% | 271 |
|
|
2022
Q3 | $416K | Hold |
11,231
| – | – | 0.02% | 277 |
|
|
2022
Q2 | $474K | Buy |
+11,231
| New | +$474K | 0.02% | 260 |
|
|
2018
Q1 | – | Sell |
-6,338
| Closed | -$248K | – | 242 |
|
|
2017
Q4 | $248K | Sell |
6,338
-4,989
| -44% | -$195K | 0.02% | 217 |
|
|
2017
Q3 | $474K | Sell |
11,327
-16,729
| -60% | -$700K | 0.05% | 141 |
|
|
2017
Q2 | $1.12M | Sell |
28,056
-23,677
| -46% | -$943K | 0.13% | 88 |
|
|
2017
Q1 | $2.17M | Buy |
+51,733
| New | +$2.17M | 0.26% | 52 |
|