FMWA
Forvis Mazars Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
13,736
+758
| +6% | +$60.7K | 0.02% | 196 |
|
|
2025
Q1 | $932K | Buy |
12,978
+159
| +1% | +$11.4K | 0.02% | 213 |
|
|
2024
Q4 | $900K | Sell |
12,819
-179
| -1% | -$12.6K | 0.02% | 237 |
|
|
2024
Q3 | $734K | Sell |
12,998
-510
| -4% | -$28.8K | 0.02% | 260 |
|
|
2024
Q2 | $802K | Sell |
13,508
-13,714
| -50% | -$814K | 0.02% | 228 |
|
|
2024
Q1 | $1.58M | Buy |
27,222
+16,515
| +154% | +$957K | 0.04% | 180 |
|
|
2023
Q4 | $527K | Sell |
10,707
-1,777
| -14% | -$87.5K | 0.01% | 273 |
|
|
2023
Q3 | $510K | Buy |
12,484
+123
| +1% | +$5.03K | 0.02% | 272 |
|
|
2023
Q2 | $528K | Sell |
12,361
-724
| -6% | -$30.9K | 0.02% | 286 |
|
|
2023
Q1 | $489K | Sell |
13,085
-204
| -2% | -$7.63K | 0.02% | 271 |
|
|
2022
Q4 | $549K | Sell |
13,289
-404
| -3% | -$16.7K | 0.02% | 253 |
|
|
2022
Q3 | $551K | Sell |
13,693
-847
| -6% | -$34.1K | 0.02% | 246 |
|
|
2022
Q2 | $570K | Buy |
14,540
+1,919
| +15% | +$75.2K | 0.02% | 232 |
|
|
2022
Q1 | $612K | Buy |
12,621
+2,871
| +29% | +$139K | 0.03% | 176 |
|
|
2021
Q4 | $468K | Buy |
9,750
+953
| +11% | +$45.7K | 0.02% | 186 |
|
|
2021
Q3 | $408K | Buy |
+8,797
| New | +$408K | 0.02% | 198 |
|
|
2020
Q3 | – | Sell |
-14,859
| Closed | -$380K | – | 333 |
|
|
2020
Q2 | $380K | Sell |
14,859
-7,734
| -34% | -$198K | 0.02% | 224 |
|
|
2020
Q1 | $648K | Sell |
22,593
-19,884
| -47% | -$570K | 0.05% | 145 |
|
|
2019
Q4 | $2.29M | Sell |
42,477
-1,384
| -3% | -$74.5K | 0.16% | 73 |
|
|
2019
Q3 | $2.21M | Buy |
43,861
+2,389
| +6% | +$120K | 0.18% | 74 |
|
|
2019
Q2 | $1.96M | Sell |
41,472
-25,676
| -38% | -$1.21M | 0.16% | 78 |
|
|
2019
Q1 | $3.25M | Buy |
67,148
+36,372
| +118% | +$1.76M | 0.27% | 55 |
|
|
2018
Q4 | $1.42M | Buy |
+30,776
| New | +$1.42M | 0.15% | 78 |
|
|
2018
Q3 | – | Sell |
-44,443
| Closed | -$2.46M | – | 249 |
|
|
2018
Q2 | $2.46M | Buy |
44,443
+2,066
| +5% | +$115K | 0.24% | 61 |
|
|
2018
Q1 | $2.22M | Sell |
42,377
-2,885
| -6% | -$151K | 0.22% | 64 |
|
|
2017
Q4 | $2.75M | Buy |
45,262
+662
| +1% | +$40.2K | 0.27% | 49 |
|
|
2017
Q3 | $2.46M | Buy |
44,600
+3,843
| +9% | +$212K | 0.27% | 54 |
|
|
2017
Q2 | $2.26M | Buy |
40,757
+5,266
| +15% | +$292K | 0.26% | 59 |
|
|
2017
Q1 | $1.98M | Sell |
35,491
-708
| -2% | -$39.4K | 0.24% | 60 |
|
|
2016
Q4 | $2M | Buy |
36,199
+3,426
| +10% | +$189K | 0.26% | 51 |
|
|
2016
Q3 | $1.45M | Sell |
32,773
-1,756
| -5% | -$77.7K | 0.2% | 61 |
|
|
2016
Q2 | $1.63M | Sell |
34,529
-1,267
| -4% | -$60K | 0.24% | 57 |
|
|
2016
Q1 | $1.73M | Sell |
35,796
-4,353
| -11% | -$211K | 0.28% | 45 |
|
|
2015
Q4 | $2.18M | Buy |
40,149
+27,047
| +206% | +$1.47M | 0.33% | 39 |
|
|
2015
Q3 | $673K | Buy |
13,102
+4,210
| +47% | +$216K | 0.12% | 86 |
|
|
2015
Q2 | $500K | Buy |
8,892
+335
| +4% | +$18.8K | 0.07% | 106 |
|
|
2015
Q1 | $466K | Buy |
8,557
+1,566
| +22% | +$85.3K | 0.07% | 115 |
|
|
2014
Q4 | $383K | Buy |
6,991
+180
| +3% | +$9.86K | 0.06% | 111 |
|
|
2014
Q3 | $353K | Sell |
6,811
-545
| -7% | -$28.2K | 0.06% | 102 |
|
|
2014
Q2 | $387K | Sell |
7,356
-3,058
| -29% | -$161K | 0.07% | 101 |
|
|
2014
Q1 | $520K | Sell |
10,414
-520
| -5% | -$26K | 0.09% | 105 |
|
|
2013
Q4 | $496K | Buy |
10,934
+62
| +0.6% | +$2.81K | 0.09% | 107 |
|
|
2013
Q3 | $449K | Sell |
10,872
-779
| -7% | -$32.2K | 0.09% | 106 |
|
|
2013
Q2 | $481K | Buy |
+11,651
| New | +$481K | 0.38% | 65 |
|