Creative Planning’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $472K | Buy |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $646K | Buy |
|
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $630K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4K | Buy |
|