FMWA
Forvis Mazars Wealth Advisors’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
194,071
-5,581
| -3% | -$137K | 0.1% | 89 |
|
|
2025
Q1 | $5.53M | Buy |
199,652
+35,303
| +21% | +$978K | 0.13% | 80 |
|
|
2024
Q4 | $5.36M | Sell |
164,349
-915
| -0.6% | -$29.9K | 0.12% | 85 |
|
|
2024
Q3 | $5.93M | Buy |
165,264
+3,916
| +2% | +$140K | 0.14% | 84 |
|
|
2024
Q2 | $5.65M | Buy |
161,348
+13,446
| +9% | +$471K | 0.14% | 81 |
|
|
2024
Q1 | $4.47M | Buy |
147,902
+5,776
| +4% | +$175K | 0.11% | 95 |
|
|
2023
Q4 | $4.28M | Buy |
142,126
+4,960
| +4% | +$149K | 0.12% | 95 |
|
|
2023
Q3 | $3.53M | Sell |
137,166
-62,898
| -31% | -$1.62M | 0.11% | 104 |
|
|
2023
Q2 | $6.14M | Buy |
200,064
+63,145
| +46% | +$1.94M | 0.18% | 80 |
|
|
2023
Q1 | $4.02M | Buy |
136,919
+11,463
| +9% | +$336K | 0.13% | 96 |
|
|
2022
Q4 | $3.37M | Buy |
125,456
+3
| +0% | +$81 | 0.12% | 103 |
|
|
2022
Q3 | $3.13M | Buy |
125,453
+8,186
| +7% | +$204K | 0.13% | 99 |
|
|
2022
Q2 | $3.84M | Buy |
117,267
+1,650
| +1% | +$54.1K | 0.16% | 81 |
|
|
2022
Q1 | $4.2M | Buy |
115,617
+6,539
| +6% | +$237K | 0.18% | 62 |
|
|
2021
Q4 | $4.11M | Buy |
109,078
+4,307
| +4% | +$162K | 0.17% | 62 |
|
|
2021
Q3 | $2.87M | Buy |
104,771
+2,965
| +3% | +$81.1K | 0.13% | 79 |
|
|
2021
Q2 | $3.07M | Sell |
101,806
-2,669
| -3% | -$80.6K | 0.14% | 74 |
|
|
2021
Q1 | $3.32M | Buy |
104,475
+1,511
| +1% | +$48K | 0.16% | 66 |
|
|
2020
Q4 | $2.53M | Buy |
102,964
+8,815
| +9% | +$217K | 0.13% | 86 |
|
|
2020
Q3 | $1.79M | Buy |
94,149
+5,953
| +7% | +$113K | 0.1% | 95 |
|
|
2020
Q2 | $1.54M | Buy |
88,196
+52,967
| +150% | +$923K | 0.1% | 103 |
|
|
2020
Q1 | $612K | Buy |
35,229
+22,204
| +170% | +$386K | 0.05% | 150 |
|
|
2019
Q4 | $268K | Buy |
+13,025
| New | +$268K | 0.02% | 247 |
|