Credit Suisse’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $372K | Hold |
17,261
| – | – | ﹤0.01% | 2755 |
|
|
2023
Q4 | $463K | Sell |
17,261
-1,046
| -6% | -$27.2K | ﹤0.01% | 2767 |
|
|
2023
Q3 | $529K | Sell |
18,307
-615
| -3% | -$18.9K | ﹤0.01% | 2657 |
|
|
2023
Q2 | $550K | Buy |
18,922
+2,335
| +14% | +$69.4K | ﹤0.01% | 2728 |
|
|
2023
Q1 | $537K | Buy |
16,587
+938
| +6% | +$32.5K | ﹤0.01% | 2707 |
|
|
2022
Q4 | $560K | Buy |
15,649
+7,663
| +96% | +$280K | ﹤0.01% | 2713 |
|
|
2022
Q3 | $287K | Buy |
7,986
+59
| +0.7% | +$2.53K | ﹤0.01% | 3102 |
|
|
2022
Q2 | $379K | Buy |
7,927
+65
| +0.8% | +$3.37K | ﹤0.01% | 3018 |
|
|
2022
Q1 | $444K | Buy |
7,862
+662
| +9% | +$35.7K | ﹤0.01% | 3041 |
|
|
2021
Q4 | $423K | Sell |
7,200
-374
| -5% | -$20.8K | ﹤0.01% | 3937 |
|
|
2021
Q3 | $373K | Sell |
7,574
-2,212
| -23% | -$104K | ﹤0.01% | 3991 |
|
|
2021
Q2 | $448K | Sell |
9,786
-2,406
| -20% | -$104K | ﹤0.01% | 3907 |
|
|
2021
Q1 | $518K | Sell |
12,192
-2,142
| -15% | -$93K | ﹤0.01% | 3747 |
|
|
2020
Q4 | $600K | Buy |
14,334
+2,201
| +18% | +$87.9K | ﹤0.01% | 3695 |
|
|
2020
Q3 | $397K | Sell |
12,133
-284
| -2% | -$9.72K | ﹤0.01% | 3511 |
|
|
2020
Q2 | $398K | Buy |
12,417
+2,721
| +28% | +$86.4K | ﹤0.01% | 3446 |
|
|
2020
Q1 | $284K | Sell |
9,696
-1,305
| -12% | -$49.6K | ﹤0.01% | 3456 |
|
|
2019
Q4 | $459K | Sell |
11,001
-1,764
| -14% | -$65.8K | ﹤0.01% | 3614 |
|
|
2019
Q3 | $410K | Buy |
12,765
+2,101
| +20% | +$83.2K | ﹤0.01% | 3540 |
|
|
2019
Q2 | $501K | Sell |
10,664
-936
| -8% | -$45.1K | ﹤0.01% | 3405 |
|
|
2019
Q1 | $561K | Buy |
11,600
+1,003
| +9% | +$46.7K | ﹤0.01% | 3258 |
|
|
2018
Q4 | $474K | Buy |
10,597
+3,737
| +54% | +$159K | ﹤0.01% | 3289 |
|
|
2018
Q3 | $315K | Sell |
6,860
-3,132
| -31% | -$144K | ﹤0.01% | 3497 |
|
|
2018
Q2 | $420K | Sell |
9,992
-1,104
| -10% | -$47.3K | ﹤0.01% | 3516 |
|
|
2018
Q1 | $459K | Buy |
11,096
+408
| +4% | +$17.4K | ﹤0.01% | 3400 |
|
|
2017
Q4 | $473K | Sell |
10,688
-1,479
| -12% | -$66.4K | ﹤0.01% | 3461 |
|
|
2017
Q3 | $509K | Buy |
+12,167
| New | +$490K | ﹤0.01% | 3513 |
|
|
2017
Q2 | – | Sell |
-13,050
| Closed | -$519K | – | 3872 |
|
|
2017
Q1 | $519K | Buy |
13,050
+352
| +3% | +$13.8K | ﹤0.01% | 3254 |
|
|
2016
Q4 | $545K | Sell |
12,698
-3,075
| -19% | -$122K | ﹤0.01% | 3395 |
|
|
2016
Q3 | $613K | Buy |
15,773
+1,896
| +14% | +$75.1K | ﹤0.01% | 3303 |
|
|
2016
Q2 | $511K | Buy |
+13,877
| New | +$495K | ﹤0.01% | 3416 |
|
|
2016
Q1 | – | Sell |
-9,933
| Closed | -$284K | – | 4070 |
|
|
2015
Q4 | $284K | Buy |
9,933
+412
| +4% | +$12.8K | ﹤0.01% | 3704 |
|
|
2015
Q3 | $299K | Sell |
9,521
-1,307
| -12% | -$43.1K | ﹤0.01% | 3717 |
|
|
2015
Q2 | $390K | Buy |
10,828
+1,203
| +12% | +$42.5K | ﹤0.01% | 3878 |
|
|
2015
Q1 | $354K | Buy |
9,625
+1,313
| +16% | +$49.2K | ﹤0.01% | 3765 |
|
|
2014
Q4 | $328K | Sell |
8,312
-2,662
| -24% | -$106K | ﹤0.01% | 3998 |
|
|
2014
Q3 | $405K | Sell |
10,974
-5,912
| -35% | -$226K | ﹤0.01% | 3777 |
|
|
2014
Q2 | $639K | Buy |
16,886
+8,358
| +98% | +$306K | ﹤0.01% | 3659 |
|
|
2014
Q1 | $306K | Sell |
8,528
-2,070
| -20% | -$77.1K | ﹤0.01% | 4082 |
|
|
2013
Q4 | $405K | Sell |
10,598
-3,973
| -27% | -$152K | ﹤0.01% | 3887 |
|
|
2013
Q3 | $535K | Sell |
14,571
-12,134
| -45% | -$430K | ﹤0.01% | 3459 |
|
|
2013
Q2 | $980K | Buy |
+26,705
| New | +$957K | ﹤0.01% | 2806 |
|
Other funds holding FORR
RA
ACH
KLC
PCM
