FMWA
Forvis Mazars Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
1,481
+16
| +1% | +$8.44K | 0.02% | 227 |
|
|
2025
Q1 | $744K | Sell |
1,465
-7
| -0.5% | -$3.56K | 0.02% | 232 |
|
|
2024
Q4 | $733K | Buy |
1,472
+19
| +1% | +$9.46K | 0.02% | 258 |
|
|
2024
Q3 | $751K | Sell |
1,453
-10
| -0.7% | -$5.17K | 0.02% | 258 |
|
|
2024
Q2 | $652K | Buy |
1,463
+852
| +139% | +$380K | 0.02% | 249 |
|
|
2024
Q1 | $260K | Sell |
611
-16
| -3% | -$6.81K | 0.01% | 363 |
|
|
2023
Q4 | $276K | Buy |
627
+23
| +4% | +$10.1K | 0.01% | 343 |
|
|
2023
Q3 | $221K | Buy |
604
+20
| +3% | +$7.31K | 0.01% | 365 |
|
|
2023
Q2 | $234K | Buy |
+584
| New | +$234K | 0.01% | 383 |
|
|
2021
Q1 | – | Sell |
-2,606
| Closed | -$857K | – | 344 |
|
|
2020
Q4 | $857K | Sell |
2,606
-9
| -0.3% | -$2.96K | 0.04% | 161 |
|
|
2020
Q3 | $943K | Buy |
2,615
+60
| +2% | +$21.6K | 0.05% | 141 |
|
|
2020
Q2 | $842K | Buy |
2,555
+611
| +31% | +$201K | 0.05% | 142 |
|
|
2020
Q1 | $476K | Buy |
1,944
+3
| +0.2% | +$735 | 0.04% | 176 |
|
|
2019
Q4 | $530K | Buy |
1,941
+75
| +4% | +$20.5K | 0.04% | 186 |
|
|
2019
Q3 | $457K | Buy |
1,866
+5
| +0.3% | +$1.23K | 0.04% | 182 |
|
|
2019
Q2 | $424K | Sell |
1,861
-66
| -3% | -$15K | 0.03% | 178 |
|
|
2019
Q1 | $406K | Buy |
1,927
+281
| +17% | +$59.2K | 0.03% | 182 |
|
|
2018
Q4 | $280K | Buy |
+1,646
| New | +$280K | 0.03% | 185 |
|