FMWA
Forvis Mazars Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Sell |
135,315
-5,857
| -4% | -$1.06M | 0.53% | 30 |
|
|
2025
Q1 | $25.8M | Sell |
141,172
-2,967
| -2% | -$542K | 0.62% | 27 |
|
|
2024
Q4 | $25.3M | Sell |
144,139
-3,549
| -2% | -$622K | 0.58% | 30 |
|
|
2024
Q3 | $26.1M | Buy |
147,688
+500
| +0.3% | +$88.3K | 0.6% | 30 |
|
|
2024
Q2 | $24.4M | Buy |
147,188
+5
| +0% | +$830 | 0.61% | 29 |
|
|
2024
Q1 | $25.6M | Sell |
147,183
-5,738
| -4% | -$997K | 0.65% | 30 |
|
|
2023
Q4 | $25M | Sell |
152,921
-3,400
| -2% | -$556K | 0.7% | 27 |
|
|
2023
Q3 | $23.6M | Sell |
156,321
-1,790
| -1% | -$271K | 0.71% | 25 |
|
|
2023
Q2 | $26.5M | Sell |
158,111
-798
| -0.5% | -$134K | 0.78% | 25 |
|
|
2023
Q1 | $24M | Buy |
158,909
+4
| +0% | +$603 | 0.78% | 24 |
|
|
2022
Q4 | $27.9M | Sell |
158,905
-622
| -0.4% | -$109K | 0.98% | 18 |
|
|
2022
Q3 | $29.1M | Sell |
159,527
-515
| -0.3% | -$93.9K | 1.17% | 13 |
|
|
2022
Q2 | $28.8M | Buy |
160,042
+1
| +0% | +$180 | 1.17% | 13 |
|
|
2022
Q1 | $31.5M | Buy |
160,041
+1
| +0% | +$197 | 1.34% | 10 |
|
|
2021
Q4 | $26.7M | Sell |
160,040
-2,132
| -1% | -$356K | 1.12% | 15 |
|
|
2021
Q3 | $26.6M | Buy |
162,172
+1
| +0% | +$164 | 1.22% | 13 |
|
|
2021
Q2 | $26.5M | Sell |
162,171
-302
| -0.2% | -$49.4K | 1.23% | 13 |
|
|
2021
Q1 | $24.7M | Sell |
162,473
-2,672
| -2% | -$405K | 1.22% | 13 |
|
|
2020
Q4 | $26.8M | Buy |
165,145
+1,591
| +1% | +$258K | 1.34% | 11 |
|
|
2020
Q3 | $26.6M | Sell |
163,554
-81
| -0% | -$13.2K | 1.55% | 8 |
|
|
2020
Q2 | $30.1M | Sell |
163,635
-175
| -0.1% | -$32.2K | 1.95% | 7 |
|
|
2020
Q1 | $25.4M | Sell |
163,810
-1,709
| -1% | -$265K | 2.09% | 8 |
|
|
2019
Q4 | $24.1M | Sell |
165,519
-1,321
| -0.8% | -$192K | 1.74% | 8 |
|
|
2019
Q3 | $24.4M | Buy |
166,840
+184
| +0.1% | +$26.9K | 1.95% | 8 |
|
|
2019
Q2 | $22.3M | Sell |
166,656
-129
| -0.1% | -$17.3K | 1.81% | 8 |
|
|
2019
Q1 | $23.1M | Sell |
166,785
-3,720
| -2% | -$516K | 1.92% | 8 |
|
|
2018
Q4 | $21.6M | Sell |
170,505
-3,787
| -2% | -$479K | 2.21% | 6 |
|
|
2018
Q3 | $27.9M | Buy |
174,292
+2,413
| +1% | +$386K | 2.45% | 7 |
|
|
2018
Q2 | $22.4M | Sell |
171,879
-33
| -0% | -$4.3K | 2.18% | 7 |
|
|
2018
Q1 | $20.8M | Buy |
171,912
+227
| +0.1% | +$27.5K | 2.08% | 8 |
|
|
2017
Q4 | $20.1M | Sell |
171,685
-136
| -0.1% | -$15.9K | 2.01% | 6 |
|
|
2017
Q3 | $17.7M | Buy |
171,821
+150
| +0.1% | +$15.4K | 1.94% | 7 |
|
|
2017
Q2 | $17.8M | Sell |
171,671
-613
| -0.4% | -$63.7K | 2.02% | 6 |
|
|
2017
Q1 | $16M | Sell |
172,284
-119
| -0.1% | -$11.1K | 1.96% | 7 |
|
|
2016
Q4 | $15.3M | Buy |
172,403
+23
| +0% | +$2.04K | 2% | 7 |
|
|
2016
Q3 | $14.7M | Buy |
172,380
+37
| +0% | +$3.17K | 2.05% | 6 |
|
|
2016
Q2 | $15M | Sell |
172,343
-7,505
| -4% | -$655K | 2.23% | 6 |
|
|
2016
Q1 | $15.2M | Sell |
179,848
-799
| -0.4% | -$67.6K | 2.43% | 7 |
|
|
2015
Q4 | $14.1M | Sell |
180,647
-19,232
| -10% | -$1.5M | 2.12% | 10 |
|
|
2015
Q3 | $13.9M | Sell |
199,879
-4
| -0% | -$278 | 2.45% | 8 |
|
|
2015
Q2 | $12.9M | Buy |
199,883
+1
| +0% | +$65 | 1.94% | 12 |
|
|
2015
Q1 | $14M | Buy |
199,882
+647
| +0.3% | +$45.2K | 2.02% | 12 |
|
|
2014
Q4 | $12.4M | Sell |
199,235
-562
| -0.3% | -$34.9K | 2.03% | 11 |
|
|
2014
Q3 | $11.1M | Sell |
199,797
-1,508
| -0.7% | -$83.9K | 1.92% | 13 |
|
|
2014
Q2 | $12M | Sell |
201,305
-1,785
| -0.9% | -$106K | 2.04% | 12 |
|
|
2014
Q1 | $11.3M | Sell |
203,090
-568
| -0.3% | -$31.7K | 2% | 12 |
|
|
2013
Q4 | $12.1M | Sell |
203,658
-7,954
| -4% | -$471K | 2.23% | 11 |
|
|
2013
Q3 | $10.9M | Buy |
211,612
+193,204
| +1,050% | +$9.98M | 2.24% | 12 |
|
|
2013
Q2 | $868K | Buy |
+18,408
| New | +$868K | 0.69% | 48 |
|