Cresset Asset Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49,551
| Closed | -$995K | – | 1676 |
|
|
2025
Q1 | $995K | Sell |
49,551
-3,800
| -7% | -$76.3K | 0.01% | 776 |
|
|
2024
Q4 | $1.72M | Sell |
53,351
-749
| -1% | -$24.2K | 0.01% | 584 |
|
|
2024
Q3 | $1.92M | Buy |
54,100
+4,519
| +9% | +$160K | 0.01% | 815 |
|
|
2024
Q2 | $944K | Buy |
49,581
+15,311
| +45% | +$292K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $1.07M | Buy |
+34,270
| New | +$1.07M | 0.01% | 931 |
|
|
2019
Q2 | – | Sell |
-68
| Closed | -$4K | – | 913 |
|
|
2019
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 1085 |
|