Creative Planning’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 | $442K | Sell |
18,008
-2,634
| -13% | -$64.6K | ﹤0.01% | 2568 |
|
|
2025
Q1 | $415K | Buy |
20,642
+616
| +3% | +$12.4K | ﹤0.01% | 2463 |
|
|
2024
Q4 | $646K | Buy |
20,026
+141
| +0.7% | +$4.55K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $704K | Buy |
19,885
+1,129
| +6% | +$40K | ﹤0.01% | 1807 |
|
|
2024
Q2 | $357K | Buy |
18,756
+168
| +0.9% | +$3.2K | ﹤0.01% | 2208 |
|
|
2024
Q1 | $578K | Buy |
18,588
+8,563
| +85% | +$266K | ﹤0.01% | 1741 |
|
|
2023
Q4 | $630K | Sell |
10,025
-165
| -2% | -$10.4K | ﹤0.01% | 1529 |
|
|
2023
Q3 | $700K | Sell |
10,190
-462
| -4% | -$31.8K | ﹤0.01% | 1338 |
|
|
2023
Q2 | $1.13M | Sell |
10,652
-1,111
| -9% | -$118K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $1.27M | Buy |
11,763
+1,064
| +10% | +$115K | ﹤0.01% | 957 |
|
|
2022
Q4 | $1.12M | Buy |
+10,699
| New | +$1.12M | ﹤0.01% | 980 |
|
|
2014
Q3 | – | Sell |
-86
| Closed | -$4K | – | 3903 |
|
|
2014
Q2 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 3211 |
|