Bank of New York Mellon’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 | $471K | Sell |
47,609
-294
| -0.6% | -$2.91K | ﹤0.01% | 3524 |
|
2025
Q1 | $443K | Buy |
47,903
+3,699
| +8% | +$34.2K | ﹤0.01% | 3494 |
|
2024
Q4 | $693K | Sell |
44,204
-7,041
| -14% | -$110K | ﹤0.01% | 3335 |
|
2024
Q3 | $923K | Sell |
51,245
-8,003
| -14% | -$144K | ﹤0.01% | 3179 |
|
2024
Q2 | $1.01M | Buy |
59,248
+3,306
| +6% | +$56.5K | ﹤0.01% | 3193 |
|
2024
Q1 | $1.21M | Sell |
55,942
-47,674
| -46% | -$1.03M | ﹤0.01% | 3047 |
|
2023
Q4 | $2.78M | Buy |
103,616
+824
| +0.8% | +$22.1K | ﹤0.01% | 2661 |
|
2023
Q3 | $2.97M | Sell |
102,792
-6,416
| -6% | -$185K | ﹤0.01% | 2582 |
|
2023
Q2 | $3.18M | Buy |
109,208
+2,324
| +2% | +$67.6K | ﹤0.01% | 2582 |
|
2023
Q1 | $3.46M | Sell |
106,884
-1,848
| -2% | -$59.8K | ﹤0.01% | 2498 |
|
2022
Q4 | $3.89M | Buy |
108,732
+4,782
| +5% | +$171K | ﹤0.01% | 2481 |
|
2022
Q3 | $3.74M | Buy |
103,950
+3,614
| +4% | +$130K | ﹤0.01% | 2457 |
|
2022
Q2 | $4.8M | Sell |
100,336
-3,427
| -3% | -$164K | ﹤0.01% | 2331 |
|
2022
Q1 | $5.85M | Sell |
103,763
-831
| -0.8% | -$46.9K | ﹤0.01% | 2336 |
|
2021
Q4 | $6.14M | Sell |
104,594
-639
| -0.6% | -$37.5K | ﹤0.01% | 2350 |
|
2021
Q3 | $5.18M | Buy |
105,233
+42
| +0% | +$2.07K | ﹤0.01% | 2464 |
|
2021
Q2 | $4.82M | Sell |
105,191
-2,624
| -2% | -$120K | ﹤0.01% | 2509 |
|
2021
Q1 | $4.58M | Sell |
107,815
-613
| -0.6% | -$26K | ﹤0.01% | 2481 |
|
2020
Q4 | $4.54M | Buy |
108,428
+3,804
| +4% | +$159K | ﹤0.01% | 2413 |
|
2020
Q3 | $3.43M | Sell |
104,624
-2,865
| -3% | -$94K | ﹤0.01% | 2411 |
|
2020
Q2 | $3.44M | Buy |
107,489
+123
| +0.1% | +$3.94K | ﹤0.01% | 2396 |
|
2020
Q1 | $3.14M | Sell |
107,366
-4,334
| -4% | -$127K | ﹤0.01% | 2308 |
|
2019
Q4 | $4.66M | Sell |
111,700
-2,725
| -2% | -$114K | ﹤0.01% | 2374 |
|
2019
Q3 | $3.68M | Sell |
114,425
-3,968
| -3% | -$127K | ﹤0.01% | 2428 |
|
2019
Q2 | $5.57M | Sell |
118,393
-645
| -0.5% | -$30.3K | ﹤0.01% | 2277 |
|
2019
Q1 | $5.76M | Buy |
119,038
+1,639
| +1% | +$79.2K | ﹤0.01% | 2260 |
|
2018
Q4 | $5.25M | Sell |
117,399
-58,120
| -33% | -$2.6M | ﹤0.01% | 2259 |
|
2018
Q3 | $8.06M | Buy |
175,519
+7,523
| +4% | +$345K | ﹤0.01% | 2152 |
|
2018
Q2 | $7.05M | Sell |
167,996
-2,726
| -2% | -$114K | ﹤0.01% | 2202 |
|
2018
Q1 | $7.08M | Buy |
170,722
+4,446
| +3% | +$184K | ﹤0.01% | 2165 |
|
2017
Q4 | $7.35M | Sell |
166,276
-8,460
| -5% | -$374K | ﹤0.01% | 2152 |
|
2017
Q3 | $7.31M | Sell |
174,736
-6,766
| -4% | -$283K | ﹤0.01% | 2156 |
|
2017
Q2 | $7.11M | Sell |
181,502
-4,354
| -2% | -$170K | ﹤0.01% | 2144 |
|
2017
Q1 | $7.39M | Buy |
185,856
+7,239
| +4% | +$288K | ﹤0.01% | 2121 |
|
2016
Q4 | $7.67M | Buy |
178,617
+12,671
| +8% | +$544K | ﹤0.01% | 2101 |
|
2016
Q3 | $6.46M | Buy |
165,946
+5,368
| +3% | +$209K | ﹤0.01% | 2113 |
|
2016
Q2 | $5.92M | Sell |
160,578
-4,644
| -3% | -$171K | ﹤0.01% | 2125 |
|
2016
Q1 | $5.55M | Buy |
165,222
+3,819
| +2% | +$128K | ﹤0.01% | 2118 |
|
2015
Q4 | $4.6M | Buy |
161,403
+5,545
| +4% | +$158K | ﹤0.01% | 2263 |
|
2015
Q3 | $4.9M | Buy |
155,858
+12,693
| +9% | +$399K | ﹤0.01% | 2240 |
|
2015
Q2 | $5.16M | Buy |
143,165
+3,141
| +2% | +$113K | ﹤0.01% | 2331 |
|
2015
Q1 | $5.15M | Buy |
140,024
+872
| +0.6% | +$32.1K | ﹤0.01% | 2300 |
|
2014
Q4 | $5.48M | Sell |
139,152
-10,791
| -7% | -$425K | ﹤0.01% | 2273 |
|
2014
Q3 | $5.53M | Sell |
149,943
-7,249
| -5% | -$267K | ﹤0.01% | 2253 |
|
2014
Q2 | $5.95M | Sell |
157,192
-2,815
| -2% | -$107K | ﹤0.01% | 2227 |
|
2014
Q1 | $5.74M | Sell |
160,007
-1,962
| -1% | -$70.3K | ﹤0.01% | 2239 |
|
2013
Q4 | $6.2M | Sell |
161,969
-10,742
| -6% | -$411K | ﹤0.01% | 2169 |
|
2013
Q3 | $6.35M | Buy |
172,711
+12,815
| +8% | +$471K | ﹤0.01% | 2082 |
|
2013
Q2 | $5.87M | Buy |
+159,896
| New | +$5.87M | ﹤0.01% | 2086 |
|