FMWA
Forvis Mazars Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
10,180
+138
| +1% | +$49K | 0.08% | 107 |
|
|
2025
Q1 | $3.52M | Buy |
10,042
+763
| +8% | +$267K | 0.08% | 111 |
|
|
2024
Q4 | $2.93M | Sell |
9,279
-329
| -3% | -$104K | 0.07% | 135 |
|
|
2024
Q3 | $2.64M | Buy |
9,608
+169
| +2% | +$46.5K | 0.06% | 146 |
|
|
2024
Q2 | $2.48M | Buy |
9,439
+1,997
| +27% | +$524K | 0.06% | 140 |
|
|
2024
Q1 | $2.08M | Buy |
7,442
+842
| +13% | +$235K | 0.05% | 159 |
|
|
2023
Q4 | $1.72M | Buy |
6,600
+212
| +3% | +$55.2K | 0.05% | 166 |
|
|
2023
Q3 | $1.47M | Sell |
6,388
-259
| -4% | -$59.6K | 0.04% | 178 |
|
|
2023
Q2 | $1.58M | Buy |
6,647
+549
| +9% | +$130K | 0.05% | 186 |
|
|
2023
Q1 | $1.37M | Buy |
6,098
+192
| +3% | +$43.3K | 0.05% | 178 |
|
|
2022
Q4 | $1.23M | Buy |
5,906
+217
| +4% | +$45.1K | 0.04% | 181 |
|
|
2022
Q3 | $1.01M | Buy |
5,689
+187
| +3% | +$33.2K | 0.04% | 191 |
|
|
2022
Q2 | $1.08M | Buy |
5,502
+1,217
| +28% | +$240K | 0.04% | 178 |
|
|
2022
Q1 | $950K | Buy |
4,285
+189
| +5% | +$41.9K | 0.04% | 146 |
|
|
2021
Q4 | $888K | Sell |
4,096
-83
| -2% | -$18K | 0.04% | 146 |
|
|
2021
Q3 | $931K | Buy |
4,179
+1
| +0% | +$223 | 0.04% | 137 |
|
|
2021
Q2 | $977K | Sell |
4,178
-341
| -8% | -$79.7K | 0.05% | 135 |
|
|
2021
Q1 | $957K | Sell |
4,519
-7,264
| -62% | -$1.54M | 0.05% | 135 |
|
|
2020
Q4 | $2.58M | Buy |
11,783
+16
| +0.1% | +$3.5K | 0.13% | 85 |
|
|
2020
Q3 | $2.35M | Buy |
11,767
+427
| +4% | +$85.4K | 0.14% | 78 |
|
|
2020
Q2 | $2.19M | Sell |
11,340
-372
| -3% | -$71.9K | 0.14% | 77 |
|
|
2020
Q1 | $1.89M | Buy |
11,712
+901
| +8% | +$145K | 0.15% | 67 |
|
|
2019
Q4 | $2.03M | Buy |
10,811
+996
| +10% | +$187K | 0.15% | 85 |
|
|
2019
Q3 | $1.69M | Buy |
9,815
+160
| +2% | +$27.5K | 0.14% | 94 |
|
|
2019
Q2 | $1.68M | Sell |
9,655
-1,325
| -12% | -$230K | 0.14% | 90 |
|
|
2019
Q1 | $1.72M | Sell |
10,980
-249
| -2% | -$38.9K | 0.14% | 86 |
|
|
2018
Q4 | $1.48M | Buy |
11,229
+167
| +2% | +$22K | 0.15% | 76 |
|
|
2018
Q3 | $1.66M | Buy |
11,062
+2,718
| +33% | +$408K | 0.15% | 80 |
|
|
2018
Q2 | $1.11M | Buy |
8,344
+207
| +3% | +$27.4K | 0.11% | 98 |
|
|
2018
Q1 | $973K | Sell |
8,137
-557
| -6% | -$66.6K | 0.1% | 103 |
|
|
2017
Q4 | $991K | Sell |
8,694
-361
| -4% | -$41.1K | 0.1% | 100 |
|
|
2017
Q3 | $953K | Sell |
9,055
-916
| -9% | -$96.4K | 0.1% | 93 |
|
|
2017
Q2 | $935K | Buy |
9,971
+2,195
| +28% | +$206K | 0.11% | 97 |
|
|
2017
Q1 | $691K | Sell |
7,776
-838
| -10% | -$74.5K | 0.08% | 103 |
|
|
2016
Q4 | $672K | Sell |
8,614
-42
| -0.5% | -$3.28K | 0.09% | 99 |
|
|
2016
Q3 | $716K | Buy |
8,656
+897
| +12% | +$74.2K | 0.1% | 93 |
|
|
2016
Q2 | $575K | Sell |
7,759
-1,435
| -16% | -$106K | 0.09% | 103 |
|
|
2016
Q1 | $703K | Buy |
9,194
+1,319
| +17% | +$101K | 0.11% | 90 |
|
|
2015
Q4 | $611K | Buy |
7,875
+133
| +2% | +$10.3K | 0.09% | 95 |
|
|
2015
Q3 | $539K | Buy |
7,742
+85
| +1% | +$5.92K | 0.09% | 94 |
|
|
2015
Q2 | $514K | Buy |
7,657
+1,825
| +31% | +$123K | 0.08% | 101 |
|
|
2015
Q1 | $381K | Buy |
+5,832
| New | +$381K | 0.06% | 128 |
|