Credit Suisse’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $372K | Hold |
17,261
| – | – | ﹤0.01% | 2750 |
|
|
2023
Q4 | $463K | Sell |
17,261
-1,046
| -6% | -$28K | ﹤0.01% | 2760 |
|
|
2023
Q3 | $529K | Sell |
18,307
-615
| -3% | -$17.8K | ﹤0.01% | 2649 |
|
|
2023
Q2 | $550K | Buy |
18,922
+2,335
| +14% | +$67.9K | ﹤0.01% | 2714 |
|
|
2023
Q1 | $537K | Buy |
16,587
+938
| +6% | +$30.3K | ﹤0.01% | 2691 |
|
|
2022
Q4 | $560K | Buy |
15,649
+7,663
| +96% | +$274K | ﹤0.01% | 2698 |
|
|
2022
Q3 | $287K | Buy |
7,986
+59
| +0.7% | +$2.12K | ﹤0.01% | 3084 |
|
|
2022
Q2 | $379K | Buy |
7,927
+65
| +0.8% | +$3.11K | ﹤0.01% | 3001 |
|
|
2022
Q1 | $444K | Buy |
7,862
+662
| +9% | +$37.4K | ﹤0.01% | 3025 |
|
|
2021
Q4 | $423K | Sell |
7,200
-374
| -5% | -$22K | ﹤0.01% | 3133 |
|
|
2021
Q3 | $373K | Sell |
7,574
-2,212
| -23% | -$109K | ﹤0.01% | 3166 |
|
|
2021
Q2 | $448K | Sell |
9,786
-2,406
| -20% | -$110K | ﹤0.01% | 3083 |
|
|
2021
Q1 | $518K | Sell |
12,192
-2,142
| -15% | -$91K | ﹤0.01% | 2933 |
|
|
2020
Q4 | $600K | Buy |
14,334
+2,201
| +18% | +$92.1K | ﹤0.01% | 2884 |
|
|
2020
Q3 | $397K | Sell |
12,133
-284
| -2% | -$9.29K | ﹤0.01% | 2785 |
|
|
2020
Q2 | $398K | Buy |
12,417
+2,721
| +28% | +$87.2K | ﹤0.01% | 2817 |
|
|
2020
Q1 | $284K | Sell |
9,696
-1,305
| -12% | -$38.2K | ﹤0.01% | 2856 |
|
|
2019
Q4 | $459K | Sell |
11,001
-1,764
| -14% | -$73.6K | ﹤0.01% | 2964 |
|
|
2019
Q3 | $410K | Buy |
12,765
+2,101
| +20% | +$67.5K | ﹤0.01% | 2897 |
|
|
2019
Q2 | $501K | Sell |
10,664
-936
| -8% | -$44K | ﹤0.01% | 2785 |
|
|
2019
Q1 | $561K | Buy |
11,600
+1,003
| +9% | +$48.5K | ﹤0.01% | 2700 |
|
|
2018
Q4 | $474K | Buy |
10,597
+3,737
| +54% | +$167K | ﹤0.01% | 2774 |
|
|
2018
Q3 | $315K | Sell |
6,860
-3,132
| -31% | -$144K | ﹤0.01% | 3027 |
|
|
2018
Q2 | $420K | Sell |
9,992
-1,104
| -10% | -$46.4K | ﹤0.01% | 3062 |
|
|
2018
Q1 | $459K | Buy |
11,096
+408
| +4% | +$16.9K | ﹤0.01% | 2984 |
|
|
2017
Q4 | $473K | Sell |
10,688
-1,479
| -12% | -$65.5K | ﹤0.01% | 2975 |
|
|
2017
Q3 | $509K | Buy |
+12,167
| New | +$509K | ﹤0.01% | 3043 |
|
|
2017
Q2 | – | Sell |
-13,050
| Closed | -$519K | – | 3445 |
|
|
2017
Q1 | $519K | Buy |
13,050
+352
| +3% | +$14K | ﹤0.01% | 2895 |
|
|
2016
Q4 | $545K | Sell |
12,698
-3,075
| -19% | -$132K | ﹤0.01% | 3048 |
|
|
2016
Q3 | $613K | Buy |
15,773
+1,896
| +14% | +$73.7K | ﹤0.01% | 2981 |
|
|
2016
Q2 | $511K | Buy |
+13,877
| New | +$511K | ﹤0.01% | 3119 |
|
|
2016
Q1 | – | Sell |
-9,933
| Closed | -$284K | – | 3742 |
|
|
2015
Q4 | $284K | Buy |
9,933
+412
| +4% | +$11.8K | ﹤0.01% | 3480 |
|
|
2015
Q3 | $299K | Sell |
9,521
-1,307
| -12% | -$41K | ﹤0.01% | 3506 |
|
|
2015
Q2 | $390K | Buy |
10,828
+1,203
| +12% | +$43.3K | ﹤0.01% | 3600 |
|
|
2015
Q1 | $354K | Buy |
9,625
+1,313
| +16% | +$48.3K | ﹤0.01% | 3497 |
|
|
2014
Q4 | $328K | Sell |
8,312
-2,662
| -24% | -$105K | ﹤0.01% | 3631 |
|
|
2014
Q3 | $405K | Sell |
10,974
-5,912
| -35% | -$218K | ﹤0.01% | 3394 |
|
|
2014
Q2 | $639K | Buy |
16,886
+8,358
| +98% | +$316K | ﹤0.01% | 3246 |
|
|
2014
Q1 | $306K | Sell |
8,528
-2,070
| -20% | -$74.3K | ﹤0.01% | 3714 |
|
|
2013
Q4 | $405K | Sell |
10,598
-3,973
| -27% | -$152K | ﹤0.01% | 3458 |
|
|
2013
Q3 | $535K | Sell |
14,571
-12,134
| -45% | -$446K | ﹤0.01% | 3047 |
|
|
2013
Q2 | $980K | Buy |
+26,705
| New | +$980K | ﹤0.01% | 2450 |
|