Bank of America’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $177K | Sell |
17,913
-13,199
| -42% | -$131K | ﹤0.01% | 5286 |
|
2025
Q1 | $287K | Buy |
31,112
+4,744
| +18% | +$43.8K | ﹤0.01% | 5034 |
|
2024
Q4 | $413K | Sell |
26,368
-36,728
| -58% | -$576K | ﹤0.01% | 4847 |
|
2024
Q3 | $1.14M | Sell |
63,096
-32,465
| -34% | -$585K | ﹤0.01% | 4212 |
|
2024
Q2 | $1.63M | Buy |
95,561
+18,124
| +23% | +$310K | ﹤0.01% | 3888 |
|
2024
Q1 | $1.67M | Buy |
77,437
+32,090
| +71% | +$692K | ﹤0.01% | 3835 |
|
2023
Q4 | $1.22M | Sell |
45,347
-15,020
| -25% | -$403K | ﹤0.01% | 4003 |
|
2023
Q3 | $1.74M | Buy |
60,367
+28,392
| +89% | +$821K | ﹤0.01% | 3653 |
|
2023
Q2 | $930K | Buy |
31,975
+5,931
| +23% | +$173K | ﹤0.01% | 4077 |
|
2023
Q1 | $843K | Buy |
26,044
+10,677
| +69% | +$345K | ﹤0.01% | 4289 |
|
2022
Q4 | $550K | Sell |
15,367
-2,850
| -16% | -$102K | ﹤0.01% | 4629 |
|
2022
Q3 | $657K | Buy |
18,217
+4,924
| +37% | +$178K | ﹤0.01% | 4467 |
|
2022
Q2 | $636K | Sell |
13,293
-13,663
| -51% | -$654K | ﹤0.01% | 4570 |
|
2022
Q1 | $1.52M | Buy |
26,956
+2,814
| +12% | +$159K | ﹤0.01% | 4212 |
|
2021
Q4 | $1.42M | Buy |
24,142
+3,359
| +16% | +$197K | ﹤0.01% | 4224 |
|
2021
Q3 | $1.02M | Buy |
20,783
+817
| +4% | +$40.2K | ﹤0.01% | 4319 |
|
2021
Q2 | $915K | Sell |
19,966
-11,794
| -37% | -$540K | ﹤0.01% | 4313 |
|
2021
Q1 | $1.35M | Buy |
31,760
+14,223
| +81% | +$604K | ﹤0.01% | 4026 |
|
2020
Q4 | $735K | Sell |
17,537
-15,764
| -47% | -$661K | ﹤0.01% | 4079 |
|
2020
Q3 | $1.09M | Buy |
33,301
+17,968
| +117% | +$589K | ﹤0.01% | 3634 |
|
2020
Q2 | $492K | Sell |
15,333
-5,112
| -25% | -$164K | ﹤0.01% | 4134 |
|
2020
Q1 | $597K | Sell |
20,445
-9,409
| -32% | -$275K | ﹤0.01% | 3889 |
|
2019
Q4 | $1.25M | Sell |
29,854
-6,332
| -17% | -$264K | ﹤0.01% | 3722 |
|
2019
Q3 | $1.16M | Sell |
36,186
-800
| -2% | -$25.7K | ﹤0.01% | 3781 |
|
2019
Q2 | $1.74M | Sell |
36,986
-1,454
| -4% | -$68.4K | ﹤0.01% | 3553 |
|
2019
Q1 | $1.86M | Buy |
38,440
+29,351
| +323% | +$1.42M | ﹤0.01% | 3490 |
|
2018
Q4 | $406K | Buy |
9,089
+6,922
| +319% | +$309K | ﹤0.01% | 4393 |
|
2018
Q3 | $99K | Sell |
2,167
-804
| -27% | -$36.7K | ﹤0.01% | 5156 |
|
2018
Q2 | $124K | Sell |
2,971
-29,375
| -91% | -$1.23M | ﹤0.01% | 4965 |
|
2018
Q1 | $1.34M | Sell |
32,346
-4,054
| -11% | -$168K | ﹤0.01% | 3613 |
|
2017
Q4 | $1.61M | Sell |
36,400
-446
| -1% | -$19.7K | ﹤0.01% | 3524 |
|
2017
Q3 | $1.54M | Buy |
36,846
+15,289
| +71% | +$640K | ﹤0.01% | 3594 |
|
2017
Q2 | $844K | Buy |
21,557
+5,240
| +32% | +$205K | ﹤0.01% | 3903 |
|
2017
Q1 | $648K | Buy |
16,317
+8,716
| +115% | +$346K | ﹤0.01% | 4060 |
|
2016
Q4 | $326K | Buy |
7,601
+7,018
| +1,204% | +$301K | ﹤0.01% | 4349 |
|
2016
Q3 | $22K | Buy |
583
+41
| +8% | +$1.55K | ﹤0.01% | 5328 |
|
2016
Q2 | $20K | Sell |
542
-862
| -61% | -$31.8K | ﹤0.01% | 5441 |
|
2016
Q1 | $47K | Sell |
1,404
-859
| -38% | -$28.8K | ﹤0.01% | 4997 |
|
2015
Q4 | $64K | Sell |
2,263
-3,300
| -59% | -$93.3K | ﹤0.01% | 4959 |
|
2015
Q3 | $175K | Sell |
5,563
-7,392
| -57% | -$233K | ﹤0.01% | 4442 |
|
2015
Q2 | $467K | Buy |
12,955
+9,228
| +248% | +$333K | ﹤0.01% | 3843 |
|
2015
Q1 | $137K | Sell |
3,727
-5,909
| -61% | -$217K | ﹤0.01% | 4218 |
|
2014
Q4 | $379K | Buy |
9,636
+6,166
| +178% | +$243K | ﹤0.01% | 3776 |
|
2014
Q3 | $128K | Sell |
3,470
-222
| -6% | -$8.19K | ﹤0.01% | 4353 |
|
2014
Q2 | $140K | Sell |
3,692
-7,178
| -66% | -$272K | ﹤0.01% | 4426 |
|
2014
Q1 | $390K | Sell |
10,870
-2,828
| -21% | -$101K | ﹤0.01% | 3698 |
|
2013
Q4 | $524K | Sell |
13,698
-336
| -2% | -$12.9K | ﹤0.01% | 3593 |
|
2013
Q3 | $515K | Sell |
14,034
-15,535
| -53% | -$570K | ﹤0.01% | 3476 |
|
2013
Q2 | $1.09M | Buy |
+29,569
| New | +$1.09M | ﹤0.01% | 3055 |
|