FMWA
Forvis Mazars Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-952
| Closed | -$223K | – | 413 |
|
|
2024
Q4 | $223K | Sell |
952
-44
| -4% | -$10.3K | 0.01% | 409 |
|
|
2024
Q3 | $248K | Buy |
+996
| New | +$248K | 0.01% | 406 |
|
|
2023
Q3 | – | Sell |
-1,924
| Closed | -$436K | – | 401 |
|
|
2023
Q2 | $436K | Sell |
1,924
-522
| -21% | -$118K | 0.01% | 308 |
|
|
2023
Q1 | $519K | Sell |
2,446
-1,261
| -34% | -$267K | 0.02% | 263 |
|
|
2022
Q4 | $914K | Buy |
3,707
+150
| +4% | +$37K | 0.03% | 206 |
|
|
2022
Q3 | $746K | Hold |
3,557
| – | – | 0.03% | 219 |
|
|
2022
Q2 | $809K | Buy |
3,557
+1,797
| +102% | +$409K | 0.03% | 207 |
|
|
2022
Q1 | $502K | Buy |
1,760
+61
| +4% | +$17.4K | 0.02% | 189 |
|
|
2021
Q4 | $506K | Buy |
1,699
+14
| +0.8% | +$4.17K | 0.02% | 183 |
|
|
2021
Q3 | $403K | Sell |
1,685
-42
| -2% | -$10K | 0.02% | 199 |
|
|
2021
Q2 | $458K | Buy |
1,727
+30
| +2% | +$7.96K | 0.02% | 178 |
|
|
2021
Q1 | $456K | Sell |
1,697
-3,584
| -68% | -$963K | 0.02% | 180 |
|
|
2020
Q4 | $1.26M | Sell |
5,281
-317
| -6% | -$75.3K | 0.06% | 134 |
|
|
2020
Q3 | $1.2M | Buy |
5,598
+25
| +0.4% | +$5.35K | 0.07% | 120 |
|
|
2020
Q2 | $978K | Sell |
5,573
-50
| -0.9% | -$8.77K | 0.06% | 134 |
|
|
2020
Q1 | $821K | Buy |
5,623
+1,347
| +32% | +$197K | 0.07% | 126 |
|
|
2019
Q4 | $830K | Buy |
4,276
+406
| +10% | +$78.8K | 0.06% | 133 |
|
|
2019
Q3 | $695K | Sell |
3,870
-17
| -0.4% | -$3.05K | 0.06% | 132 |
|
|
2019
Q2 | $775K | Sell |
3,887
-539
| -12% | -$107K | 0.06% | 123 |
|
|
2019
Q1 | $827K | Sell |
4,426
-1
| -0% | -$187 | 0.07% | 119 |
|
|
2018
Q4 | $662K | Buy |
4,427
+77
| +2% | +$11.5K | 0.07% | 112 |
|
|
2018
Q3 | $785K | Sell |
4,350
-341
| -7% | -$61.5K | 0.07% | 114 |
|
|
2018
Q2 | $708K | Buy |
4,691
+2,969
| +172% | +$448K | 0.07% | 117 |
|
|
2018
Q1 | $234K | Sell |
1,722
-307
| -15% | -$41.7K | 0.02% | 211 |
|
|
2017
Q4 | $294K | Sell |
2,029
-45
| -2% | -$6.52K | 0.03% | 205 |
|
|
2017
Q3 | $274K | Sell |
2,074
-55
| -3% | -$7.27K | 0.03% | 197 |
|
|
2017
Q2 | $259K | Buy |
2,129
+47
| +2% | +$5.72K | 0.03% | 201 |
|
|
2017
Q1 | $233K | Sell |
2,082
-30
| -1% | -$3.36K | 0.03% | 198 |
|
|
2016
Q4 | $228K | Buy |
+2,112
| New | +$228K | 0.03% | 188 |
|
|
2015
Q2 | – | Sell |
-2,450
| Closed | -$252K | – | 192 |
|
|
2015
Q1 | $252K | Buy |
2,450
+239
| +11% | +$24.6K | 0.04% | 159 |
|
|
2014
Q4 | $242K | Hold |
2,211
| – | – | 0.04% | 142 |
|
|
2014
Q3 | $247K | Hold |
2,211
| – | – | 0.04% | 121 |
|
|
2014
Q2 | $228K | Sell |
2,211
-723
| -25% | -$74.6K | 0.04% | 132 |
|
|
2014
Q1 | $287K | Hold |
2,934
| – | – | 0.05% | 129 |
|
|
2013
Q4 | $272K | Buy |
2,934
+9
| +0.3% | +$834 | 0.05% | 132 |
|
|
2013
Q3 | $226K | Sell |
2,925
-1,355
| -32% | -$105K | 0.05% | 133 |
|
|
2013
Q2 | $311K | Buy |
+4,280
| New | +$311K | 0.25% | 76 |
|