Forvis Mazars Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $924K | Sell |
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|
2025
Q2 | $885K | Sell |
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|
2025
Q1 | $751K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $649K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $977K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Buy |
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