Charles Schwab’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 | $878K | Buy |
88,650
+251
| +0.3% | +$2.49K | ﹤0.01% | 2938 |
|
|
2025
Q1 | $817K | Sell |
88,399
-8,451
| -9% | -$78.1K | ﹤0.01% | 2911 |
|
|
2024
Q4 | $1.52M | Buy |
96,850
+542
| +0.6% | +$8.49K | ﹤0.01% | 2763 |
|
|
2024
Q3 | $1.73M | Buy |
96,308
+3,289
| +4% | +$59.2K | ﹤0.01% | 2749 |
|
|
2024
Q2 | $1.59M | Sell |
93,019
-1,005
| -1% | -$17.2K | ﹤0.01% | 2781 |
|
|
2024
Q1 | $2.03M | Buy |
94,024
+1,466
| +2% | +$31.6K | ﹤0.01% | 2588 |
|
|
2023
Q4 | $2.48M | Sell |
92,558
-213
| -0.2% | -$5.71K | ﹤0.01% | 2547 |
|
|
2023
Q3 | $2.68M | Buy |
92,771
+6,269
| +7% | +$181K | ﹤0.01% | 2512 |
|
|
2023
Q2 | $2.52M | Buy |
86,502
+1,050
| +1% | +$30.5K | ﹤0.01% | 2483 |
|
|
2023
Q1 | $2.76M | Buy |
85,452
+1,268
| +2% | +$41K | ﹤0.01% | 2434 |
|
|
2022
Q4 | $3.01M | Buy |
84,184
+3,074
| +4% | +$110K | ﹤0.01% | 2435 |
|
|
2022
Q3 | $2.92M | Buy |
81,110
+2,862
| +4% | +$103K | ﹤0.01% | 2469 |
|
|
2022
Q2 | $3.74M | Sell |
78,248
-2,263
| -3% | -$108K | ﹤0.01% | 2310 |
|
|
2022
Q1 | $4.54M | Buy |
80,511
+2,224
| +3% | +$125K | ﹤0.01% | 2323 |
|
|
2021
Q4 | $4.6M | Buy |
78,287
+793
| +1% | +$46.6K | ﹤0.01% | 2388 |
|
|
2021
Q3 | $3.82M | Buy |
77,494
+651
| +0.8% | +$32.1K | ﹤0.01% | 2495 |
|
|
2021
Q2 | $3.52M | Buy |
76,843
+1,341
| +2% | +$61.4K | ﹤0.01% | 2520 |
|
|
2021
Q1 | $3.21M | Buy |
75,502
+3,614
| +5% | +$154K | ﹤0.01% | 2508 |
|
|
2020
Q4 | $3.01M | Buy |
71,888
+538
| +0.8% | +$22.5K | ﹤0.01% | 2458 |
|
|
2020
Q3 | $2.34M | Buy |
71,350
+1,015
| +1% | +$33.3K | ﹤0.01% | 2441 |
|
|
2020
Q2 | $2.25M | Buy |
70,335
+5,393
| +8% | +$173K | ﹤0.01% | 2381 |
|
|
2020
Q1 | $1.9M | Buy |
64,942
+737
| +1% | +$21.6K | ﹤0.01% | 2295 |
|
|
2019
Q4 | $2.68M | Buy |
64,205
+1,431
| +2% | +$59.7K | ﹤0.01% | 2324 |
|
|
2019
Q3 | $2.02M | Buy |
62,774
+2,102
| +3% | +$67.6K | ﹤0.01% | 2373 |
|
|
2019
Q2 | $2.85M | Buy |
60,672
+1,734
| +3% | +$81.6K | ﹤0.01% | 2232 |
|
|
2019
Q1 | $2.85M | Buy |
58,938
+2,764
| +5% | +$134K | ﹤0.01% | 2236 |
|
|
2018
Q4 | $2.51M | Buy |
56,174
+1,730
| +3% | +$77.3K | ﹤0.01% | 2243 |
|
|
2018
Q3 | $2.5M | Buy |
54,444
+3,352
| +7% | +$154K | ﹤0.01% | 2359 |
|
|
2018
Q2 | $2.14M | Buy |
51,092
+1,548
| +3% | +$65K | ﹤0.01% | 2354 |
|
|
2018
Q1 | $2.05M | Buy |
49,544
+6,504
| +15% | +$270K | ﹤0.01% | 2322 |
|
|
2017
Q4 | $1.9M | Buy |
43,040
+2,274
| +6% | +$101K | ﹤0.01% | 2322 |
|
|
2017
Q3 | $1.71M | Buy |
40,766
+2,081
| +5% | +$87.1K | ﹤0.01% | 2343 |
|
|
2017
Q2 | $1.52M | Buy |
38,685
+171
| +0.4% | +$6.7K | ﹤0.01% | 2321 |
|
|
2017
Q1 | $1.53M | Buy |
38,514
+1,539
| +4% | +$61.2K | ﹤0.01% | 2289 |
|
|
2016
Q4 | $1.59M | Buy |
36,975
+1,386
| +4% | +$59.6K | ﹤0.01% | 2268 |
|
|
2016
Q3 | $1.39M | Buy |
35,589
+1,224
| +4% | +$47.6K | ﹤0.01% | 2296 |
|
|
2016
Q2 | $1.27M | Buy |
34,365
+378
| +1% | +$13.9K | ﹤0.01% | 2270 |
|
|
2016
Q1 | $1.14M | Buy |
33,987
+459
| +1% | +$15.4K | ﹤0.01% | 2283 |
|
|
2015
Q4 | $955K | Sell |
33,528
-4,246
| -11% | -$121K | ﹤0.01% | 2409 |
|
|
2015
Q3 | $1.19M | Buy |
37,774
+2,276
| +6% | +$71.6K | ﹤0.01% | 2326 |
|
|
2015
Q2 | $1.28M | Buy |
35,498
+984
| +3% | +$35.5K | ﹤0.01% | 2309 |
|
|
2015
Q1 | $1.27M | Sell |
34,514
-886
| -3% | -$32.6K | ﹤0.01% | 2286 |
|
|
2014
Q4 | $1.39M | Buy |
35,400
+1,036
| +3% | +$40.8K | ﹤0.01% | 2193 |
|
|
2014
Q3 | $1.27M | Sell |
34,364
-2,101
| -6% | -$77.5K | ﹤0.01% | 2192 |
|
|
2014
Q2 | $1.38M | Sell |
36,465
-3,862
| -10% | -$146K | ﹤0.01% | 2179 |
|
|
2014
Q1 | $1.45M | Buy |
40,327
+979
| +2% | +$35.1K | ﹤0.01% | 2106 |
|
|
2013
Q4 | $1.51M | Buy |
39,348
+3,947
| +11% | +$151K | ﹤0.01% | 2059 |
|
|
2013
Q3 | $1.31M | Buy |
35,401
+1,553
| +5% | +$57.2K | ﹤0.01% | 2078 |
|
|
2013
Q2 | $1.27M | Buy |
+33,848
| New | +$1.27M | ﹤0.01% | 2021 |
|