BFSG LLC’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
7,805
+1,030
| +15% | +$25.3K | 0.02% | 257 |
|
|
2025
Q1 | $136K | Sell |
6,775
-150
| -2% | -$3.01K | 0.02% | 283 |
|
|
2024
Q4 | $223K | Sell |
6,925
-150
| -2% | -$4.84K | 0.03% | 227 |
|
|
2024
Q3 | $250K | Sell |
7,075
-3,021
| -30% | -$107K | 0.03% | 227 |
|
|
2024
Q2 | $192K | Buy |
10,096
+1,783
| +21% | +$33.9K | 0.02% | 238 |
|
|
2024
Q1 | $259K | Buy |
+8,313
| New | +$259K | 0.03% | 209 |
|
|
2018
Q4 | – | Sell |
-6,841
| Closed | -$490K | – | 107 |
|
|
2018
Q3 | $490K | Buy |
+6,841
| New | +$490K | 0.21% | 96 |
|