Carson Wealth (CWM LLC)’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
768
-212
| -22% | -$5.25K | ﹤0.01% | 3937 |
|
|
2025
Q1 | $20K | Buy |
980
+220
| +29% | +$4.49K | ﹤0.01% | 3667 |
|
|
2024
Q4 | $25K | Sell |
760
-13
| -2% | -$428 | ﹤0.01% | 3283 |
|
|
2024
Q3 | $27K | Sell |
773
-1
| -0.1% | -$35 | ﹤0.01% | 3171 |
|
|
2024
Q2 | $15K | Sell |
774
-1,888
| -71% | -$36.6K | ﹤0.01% | 3297 |
|
|
2024
Q1 | $83K | Buy |
2,662
+2,432
| +1,057% | +$75.8K | ﹤0.01% | 1991 |
|
|
2023
Q4 | $14K | Sell |
230
-439
| -66% | -$26.7K | ﹤0.01% | 2981 |
|
|
2023
Q3 | $46K | Buy |
669
+311
| +87% | +$21.4K | ﹤0.01% | 2114 |
|
|
2023
Q2 | $38K | Sell |
358
-38
| -10% | -$4.03K | ﹤0.01% | 2179 |
|
|
2023
Q1 | $43K | Sell |
396
-84
| -18% | -$9.12K | ﹤0.01% | 1966 |
|
|
2022
Q4 | $50K | Buy |
480
+150
| +45% | +$15.6K | ﹤0.01% | 1729 |
|
|
2022
Q3 | $30K | Sell |
330
-24
| -7% | -$2.18K | ﹤0.01% | 1957 |
|
|
2022
Q2 | $33K | Buy |
354
+150
| +74% | +$14K | ﹤0.01% | 1833 |
|
|
2022
Q1 | $20K | Buy |
204
+96
| +89% | +$9.41K | ﹤0.01% | 2078 |
|
|
2021
Q4 | $13K | Buy |
+108
| New | +$13K | ﹤0.01% | 2196 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2021
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2020
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2020
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2020
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2020
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2019
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2019
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2019
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 2411 |
|
|
2019
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 2411 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$1K | – | 1900 |
|
|
2018
Q2 | $1K | Sell |
17
-9
| -35% | -$529 | ﹤0.01% | 1516 |
|
|
2018
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1269 |
|
|
2017
Q4 | $1K | Sell |
26
-15
| -37% | -$577 | ﹤0.01% | 1348 |
|
|
2017
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q2 | $2K | Sell |
41
-27
| -40% | -$1.32K | ﹤0.01% | 1002 |
|
|
2017
Q1 | $3K | Sell |
68
-179
| -72% | -$7.9K | ﹤0.01% | 936 |
|
|
2016
Q4 | $12K | Sell |
247
-244,971
| -100% | -$11.9M | ﹤0.01% | 696 |
|
|
2016
Q3 | $10.6M | Buy |
245,218
+41,890
| +21% | +$1.81M | 0.73% | 43 |
|
|
2016
Q2 | $9.05M | Buy |
203,328
+40,694
| +25% | +$1.81M | 0.66% | 51 |
|
|
2016
Q1 | $7.37M | Buy |
162,634
+15,930
| +11% | +$722K | 0.65% | 63 |
|
|
2015
Q4 | $6.31M | Buy |
146,704
+14,630
| +11% | +$629K | 0.62% | 61 |
|
|
2015
Q3 | $5.48M | Buy |
132,074
+20,134
| +18% | +$835K | 0.55% | 65 |
|
|
2015
Q2 | $5.85M | Buy |
111,940
+16,923
| +18% | +$884K | 0.56% | 72 |
|
|
2015
Q1 | $5.16M | Buy |
95,017
+30,945
| +48% | +$1.68M | 0.52% | 74 |
|
|
2014
Q4 | $3.23M | Buy |
64,072
+43,962
| +219% | +$2.21M | 0.39% | 100 |
|
|
2014
Q3 | $902K | Buy |
20,110
+14,798
| +279% | +$664K | 0.13% | 135 |
|
|
2014
Q2 | $254K | Buy |
+5,312
| New | +$254K | 0.05% | 155 |
|