BHWM
Beaird Harris Wealth Management’s Forian FORA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,120
| Closed | -$2.31K | – | 521 |
|
|
2024
Q4 | $2.31K | Hold |
1,120
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $2.42K | Hold |
1,120
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $2.97K | Hold |
1,120
| – | – | ﹤0.01% | 495 |
|
|
2024
Q1 | $3.72K | Hold |
1,120
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $3.28K | Hold |
1,120
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $2.5K | Hold |
1,120
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $2.74K | Hold |
1,120
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $4.27K | Hold |
1,120
| – | – | ﹤0.01% | 329 |
|
|
2022
Q4 | $3.06K | Sell |
1,120
-1,127
| -50% | -$3.08K | ﹤0.01% | 506 |
|
|
2022
Q3 | $8K | Hold |
2,247
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $10K | Hold |
2,247
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $16K | Hold |
2,247
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $20K | Buy |
+2,247
| New | +$20K | 0.01% | 324 |
|