FMWA
Forvis Mazars Wealth Advisors’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+2,418
| New | +$258K | 0.01% | 367 |
|
|
2025
Q1 | – | Sell |
-2,248
| Closed | -$261K | – | 414 |
|
|
2024
Q4 | $261K | Sell |
2,248
-45
| -2% | -$5.22K | 0.01% | 388 |
|
|
2024
Q3 | $283K | Buy |
2,293
+38
| +2% | +$4.69K | 0.01% | 390 |
|
|
2024
Q2 | $290K | Hold |
2,255
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $237K | Buy |
+2,255
| New | +$237K | 0.01% | 372 |
|
|
2018
Q4 | – | Sell |
-5,930
| Closed | -$509K | – | 243 |
|
|
2018
Q3 | $509K | Buy |
+5,930
| New | +$509K | 0.04% | 143 |
|