Financial Synergies Wealth Advisors, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 29 quarters from 2019-03-31 to 2026-06-30, Financial Synergies Wealth Advisors, Inc. opened 657 positions, added to 619, reduced 391 and sold out of 618.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 52,255.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 44,300.
- Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 16,062.
- Q2 2026: Stock TYL; Country of operation United States; Class COM; Shares before 3,002.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2017868), 29 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-04-04); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-04-04); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-04-04); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-04-04); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-04-04); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-04-04); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-04-04); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-04-05); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-04-05); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-04-05); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-04-05); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-04-05); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-04-05); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-04-05); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-04-05); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-04-05); Q4 2019 (2019-09-30 to 2019-12-31, filed 2024-04-05); Q3 2019 (2019-06-30 to 2019-09-30, filed 2024-04-05); Q2 2019 (2019-03-31 to 2019-06-30, filed 2024-04-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.
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