AAM
Auxier Asset Management’s Forrester Research FORR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $255K | Sell |
25,726
-7,686
| -23% | -$76.1K | 0.04% | 151 |
|
2025
Q1 | $309K | Hold |
33,412
| – | – | 0.05% | 140 |
|
2024
Q4 | $524K | Hold |
33,412
| – | – | 0.08% | 120 |
|
2024
Q3 | $602K | Buy |
33,412
+14,024
| +72% | +$253K | 0.09% | 118 |
|
2024
Q2 | $331K | Sell |
19,388
-15,395
| -44% | -$263K | 0.05% | 138 |
|
2024
Q1 | $750K | Sell |
34,783
-1,000
| -3% | -$21.6K | 0.11% | 112 |
|
2023
Q4 | $959K | Hold |
35,783
| – | – | 0.16% | 108 |
|
2023
Q3 | $1.03M | Buy |
35,783
+867
| +2% | +$25.1K | 0.18% | 101 |
|
2023
Q2 | $1.02M | Buy |
34,916
+9,366
| +37% | +$272K | 0.17% | 101 |
|
2023
Q1 | $827K | Buy |
25,550
+6,500
| +34% | +$210K | 0.14% | 107 |
|
2022
Q4 | $681K | Hold |
19,050
| – | – | 0.12% | 110 |
|
2022
Q3 | $686K | Hold |
19,050
| – | – | 0.13% | 106 |
|
2022
Q2 | $911K | Hold |
19,050
| – | – | 0.16% | 102 |
|
2022
Q1 | $1.08M | Hold |
19,050
| – | – | 0.17% | 101 |
|
2021
Q4 | $1.12M | Hold |
19,050
| – | – | 0.17% | 102 |
|
2021
Q3 | $938K | Hold |
19,050
| – | – | 0.16% | 106 |
|
2021
Q2 | $872K | Hold |
19,050
| – | – | 0.14% | 107 |
|
2021
Q1 | $809K | Hold |
19,050
| – | – | 0.14% | 107 |
|
2020
Q4 | $798K | Hold |
19,050
| – | – | 0.15% | 105 |
|
2020
Q3 | $625K | Buy |
19,050
+5,050
| +36% | +$166K | 0.13% | 106 |
|
2020
Q2 | $449K | Buy |
+14,000
| New | +$449K | 0.1% | 112 |
|