FORVIS WEALTH ADVISORS, LLC – Sempra Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$744,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-0.22%
quarter
Sempra 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.69% | 34 shares | 4K | $149.94 | 4.95K |
| Q2 2022 | share | Increase | +141.66% | 2.88K shares | 397K | $150.27 | 4.92K |
| Q1 2022 | share | Increase | +6.65% | 127 shares | 90K | $168.12 | 2.03K |
| Q4 2021 | share | Decrease | -2.25% | -44 shares | 6K | $131.77 | 1.91K |
| Q3 2021 | share | Increase | +14.60% | 249 shares | 21K | $126.5 | 1.95K |
| Q2 2021 | share | Increase | +1.43% | 24 shares | 3K | $130.29 | 1.70K |
| Q1 2021 | share | Decrease | -18.03% | -370 shares | -38K | $130.38 | 1.68K |
| Q4 2020 | share | Increase | +2.19% | 44 shares | 23K | $124.24 | 2.05K |
| Q3 2020 | share | Increase | 0.00% | 2.00K shares | 238K | $114.51 | 2.00K |