Algert Global’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
+12,540
| New | +$308K | 0.01% | 1024 |
|
|
2023
Q4 | – | Sell |
-8,120
| Closed | -$558K | – | 1171 |
|
|
2023
Q3 | $558K | Buy |
+8,120
| New | +$558K | 0.03% | 709 |
|
|
2023
Q2 | – | Sell |
-9,297
| Closed | -$1M | – | 1141 |
|
|
2023
Q1 | $1M | Buy |
9,297
+1,029
| +12% | +$111K | 0.05% | 637 |
|
|
2022
Q4 | $867K | Hold |
8,268
| – | – | 0.05% | 619 |
|
|
2022
Q3 | $746K | Buy |
+8,268
| New | +$746K | 0.05% | 665 |
|
|
2022
Q2 | – | Sell |
-10,060
| Closed | -$984K | – | 1274 |
|
|
2022
Q1 | $984K | Buy |
10,060
+4,540
| +82% | +$444K | 0.06% | 528 |
|
|
2021
Q4 | $668K | Buy |
5,520
+2,080
| +60% | +$252K | 0.08% | 429 |
|
|
2021
Q3 | $286K | Buy |
+3,440
| New | +$286K | 0.04% | 779 |
|
|
2020
Q3 | – | Sell |
-6,720
| Closed | -$335K | – | 432 |
|
|
2020
Q2 | $335K | Sell |
6,720
-2,020
| -23% | -$101K | 0.11% | 253 |
|
|
2020
Q1 | $443K | Sell |
8,740
-2,593
| -23% | -$131K | 0.19% | 180 |
|
|
2019
Q4 | $793K | Buy |
11,333
+2,990
| +36% | +$209K | 0.24% | 147 |
|
|
2019
Q3 | $532K | Sell |
8,343
-350
| -4% | -$22.3K | 0.2% | 145 |
|
|
2019
Q2 | $514K | Sell |
8,693
-2,794
| -24% | -$165K | 0.19% | 165 |
|
|
2019
Q1 | $744K | Sell |
11,487
-6,972
| -38% | -$452K | 0.43% | 79 |
|
|
2018
Q4 | $1.01M | Buy |
18,459
+2,899
| +19% | +$159K | 0.28% | 121 |
|
|
2018
Q3 | $1.12M | Buy |
15,560
+10,276
| +194% | +$737K | 0.24% | 157 |
|
|
2018
Q2 | $312K | Sell |
5,284
-48,392
| -90% | -$2.86M | 0.06% | 284 |
|
|
2018
Q1 | $2.84M | Buy |
53,676
+89
| +0.2% | +$4.7K | 0.55% | 61 |
|
|
2017
Q4 | $3.08M | Sell |
53,587
-1,069
| -2% | -$61.4K | 0.73% | 21 |
|
|
2017
Q3 | $3.13M | Buy |
54,656
+8,807
| +19% | +$504K | 0.72% | 20 |
|
|
2017
Q2 | $2.44M | Buy |
45,849
+15,034
| +49% | +$801K | 0.69% | 20 |
|
|
2017
Q1 | $1.47M | Buy |
+30,815
| New | +$1.47M | 0.4% | 101 |
|