FORVIS WEALTH ADVISORS, LLC – Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$18.45M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +123.82% | 362.94K shares | 9.23M | $28.13 | 656.06K |
| Q2 2022 | share | Increase | +1409.65% | 273.69K shares | 8.50M | $31.45 | 293.11K |
| Q1 2022 | share | Increase | +35.68% | 5.10K shares | 157K | $36.72 | 19.41K |
| Q4 2021 | share | Increase | +24.02% | 2.77K shares | 109K | $38.93 | 14.31K |
| Q3 2021 | share | Decrease | -2.96% | -352 shares | -22K | $38.7 | 11.53K |
| Q2 2021 | share | Increase | +26.42% | 2.48K shares | 115K | $39.45 | 11.89K |
| Q1 2021 | share | Increase | +0.38% | 36 shares | 17K | $37.3 | 9.40K |
| Q4 2020 | share | Increase | +0.03% | 3 shares | 43K | $35.7 | 9.36K |
| Q3 2020 | share | Decrease | -8.21% | -838 shares | -10K | $30.69 | 9.36K |
| Q2 2020 | share | Decrease | -24.17% | -3.25K shares | -44K | $29.08 | 10.20K |
| Q1 2020 | share | Decrease | -30.88% | -6.01K shares | -307K | $25.05 | 13.45K |
| Q4 2019 | share | Increase | +3.42% | 644 shares | 55K | $32.61 | 19.46K |
| Q3 2019 | share | Decrease | -3.20% | -623 shares | -24K | $30.22 | 18.82K |
| Q2 2019 | share | Increase | +1.91% | 365 shares | 27K | $30.44 | 19.44K |
| Q1 2019 | share | Decrease | -4.78% | -958 shares | 29K | $29.46 | 19.08K |
| Q4 2018 | share | Decrease | -0.35% | -71 shares | -106K | $26.67 | 20.04K |
| Q3 2018 | share | Increase | +16.46% | 2.84K shares | 103K | $30.64 | 20.11K |
| Q2 2018 | share | Decrease | -9.75% | -1.86K shares | -74K | $30.2 | 17.27K |
| Q1 2018 | share | Decrease | -5.77% | -1.17K shares | -47K | $30.81 | 19.13K |
| Q4 2017 | share | Decrease | -5.82% | -1.25K shares | -30K | $31.13 | 20.30K |
| Q3 2017 | share | Decrease | -0.58% | -125 shares | 33K | $29.88 | 21.56K |
| Q2 2017 | share | Decrease | -7.23% | -1.69K shares | -9K | $28.37 | 21.68K |
| Q1 2017 | share | Increase | +12.53% | 2.60K shares | 123K | $26.67 | 23.37K |
| Q4 2016 | share | Decrease | -7.56% | -1.69K shares | -72K | $24.71 | 20.77K |
| Q3 2016 | share | Decrease | -28.02% | -8.74K shares | -199K | $25.05 | 22.47K |
| Q2 2016 | share | Decrease | -31.84% | -14.58K shares | -396K | $23.59 | 31.22K |
| Q1 2016 | share | Decrease | -13.20% | -6.96K shares | -212K | $23.59 | 45.80K |