Forvis Mazars Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$295K	Buy
2025 Q3	$324K	Buy
2025 Q1	–	Sell
2024 Q4	$335K	Hold
2024 Q3	$356K	Buy
2023 Q3	–	Sell
2023 Q2	$282K	Buy