FMWA
Forvis Mazars Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
10,515
-347
| -3% | -$26.3K | 0.02% | 226 |
|
|
2025
Q1 | $775K | Buy |
10,862
+328
| +3% | +$23.4K | 0.02% | 227 |
|
|
2024
Q4 | $924K | Sell |
10,534
-55
| -0.5% | -$4.83K | 0.02% | 233 |
|
|
2024
Q3 | $886K | Buy |
10,589
+112
| +1% | +$9.37K | 0.02% | 245 |
|
|
2024
Q2 | $797K | Buy |
10,477
+292
| +3% | +$22.2K | 0.02% | 229 |
|
|
2024
Q1 | $732K | Buy |
10,185
+172
| +2% | +$12.4K | 0.02% | 245 |
|
|
2023
Q4 | $748K | Buy |
10,013
+353
| +4% | +$26.4K | 0.02% | 232 |
|
|
2023
Q3 | $657K | Buy |
9,660
+4,051
| +72% | +$276K | 0.02% | 236 |
|
|
2023
Q2 | $817K | Buy |
5,609
+1,248
| +29% | +$182K | 0.02% | 233 |
|
|
2023
Q1 | $659K | Sell |
4,361
-598
| -12% | -$90.4K | 0.02% | 232 |
|
|
2022
Q4 | $766K | Hold |
4,959
| – | – | 0.03% | 221 |
|
|
2022
Q3 | $744K | Buy |
4,959
+34
| +0.7% | +$5.1K | 0.03% | 221 |
|
|
2022
Q2 | $740K | Buy |
4,925
+2,887
| +142% | +$434K | 0.03% | 217 |
|
|
2022
Q1 | $343K | Buy |
2,038
+127
| +7% | +$21.4K | 0.01% | 226 |
|
|
2021
Q4 | $253K | Sell |
1,911
-44
| -2% | -$5.83K | 0.01% | 256 |
|
|
2021
Q3 | $247K | Buy |
1,955
+249
| +15% | +$31.5K | 0.01% | 245 |
|
|
2021
Q2 | $226K | Buy |
1,706
+24
| +1% | +$3.18K | 0.01% | 244 |
|
|
2021
Q1 | $223K | Sell |
1,682
-370
| -18% | -$49.1K | 0.01% | 254 |
|
|
2020
Q4 | $261K | Buy |
2,052
+44
| +2% | +$5.6K | 0.01% | 309 |
|
|
2020
Q3 | $238K | Buy |
+2,008
| New | +$238K | 0.01% | 286 |
|