FMWA
Forvis Mazars Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
8,325
-69
| -0.8% | -$7.34K | 0.02% | 219 |
|
|
2025
Q1 | $751K | Sell |
8,394
-124
| -1% | -$11.1K | 0.02% | 231 |
|
|
2024
Q4 | $836K | Sell |
8,518
-135
| -2% | -$13.3K | 0.02% | 244 |
|
|
2024
Q3 | $765K | Buy |
8,653
+11
| +0.1% | +$973 | 0.02% | 257 |
|
|
2024
Q2 | $639K | Buy |
8,642
+252
| +3% | +$18.6K | 0.02% | 256 |
|
|
2024
Q1 | $649K | Sell |
8,390
-408
| -5% | -$31.5K | 0.02% | 256 |
|
|
2023
Q4 | $681K | Sell |
8,798
-560
| -6% | -$43.4K | 0.02% | 244 |
|
|
2023
Q3 | $627K | Sell |
9,358
-3,989
| -30% | -$267K | 0.02% | 241 |
|
|
2023
Q2 | $977K | Buy |
13,347
+9,422
| +240% | +$690K | 0.03% | 216 |
|
|
2023
Q1 | $297K | Buy |
3,925
+3
| +0.1% | +$227 | 0.01% | 339 |
|
|
2022
Q4 | $304K | Hold |
3,922
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $239K | Buy |
3,922
+159
| +4% | +$9.69K | 0.01% | 352 |
|
|
2022
Q2 | $232K | Buy |
3,763
+523
| +16% | +$32.2K | 0.01% | 357 |
|
|
2022
Q1 | $282K | Buy |
3,240
+544
| +20% | +$47.3K | 0.01% | 250 |
|
|
2021
Q4 | $251K | Buy |
2,696
+7
| +0.3% | +$652 | 0.01% | 257 |
|
|
2021
Q3 | $228K | Buy |
2,689
+149
| +6% | +$12.6K | 0.01% | 251 |
|
|
2021
Q2 | $209K | Buy |
+2,540
| New | +$209K | 0.01% | 257 |
|
|
2021
Q1 | – | Sell |
-3,243
| Closed | -$236K | – | 346 |
|
|
2020
Q4 | $236K | Buy |
+3,243
| New | +$236K | 0.01% | 328 |
|
|
2020
Q3 | – | Sell |
-3,748
| Closed | -$238K | – | 332 |
|
|
2020
Q2 | $238K | Buy |
+3,748
| New | +$238K | 0.02% | 275 |
|