Envestnet Asset Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,819
| Closed | -$349K | – | 4391 |
|
|
2024
Q4 | $349K | Sell |
10,819
-8,994
| -45% | -$290K | ﹤0.01% | 3804 |
|
|
2024
Q3 | $701K | Buy |
19,813
+9,463
| +91% | +$335K | ﹤0.01% | 3329 |
|
|
2024
Q2 | $197K | Sell |
10,350
-912
| -8% | -$17.4K | ﹤0.01% | 3931 |
|
|
2024
Q1 | $350K | Sell |
11,262
-23,097
| -67% | -$719K | ﹤0.01% | 3642 |
|
|
2023
Q4 | $2.16M | Sell |
34,359
-240
| -0.7% | -$15.1K | ﹤0.01% | 2422 |
|
|
2023
Q3 | $2.38M | Sell |
34,599
-9,074
| -21% | -$624K | ﹤0.01% | 2275 |
|
|
2023
Q2 | $4.63M | Buy |
43,673
+2,532
| +6% | +$269K | ﹤0.01% | 1747 |
|
|
2023
Q1 | $4.43M | Buy |
41,141
+5,422
| +15% | +$584K | ﹤0.01% | 1712 |
|
|
2022
Q4 | $3.75M | Buy |
35,719
+772
| +2% | +$81K | ﹤0.01% | 1772 |
|
|
2022
Q3 | $3.15M | Buy |
34,947
+826
| +2% | +$74.5K | ﹤0.01% | 1803 |
|
|
2022
Q2 | $3.14M | Buy |
34,121
+2,598
| +8% | +$239K | ﹤0.01% | 1806 |
|
|
2022
Q1 | $3.08M | Buy |
31,523
+685
| +2% | +$67K | ﹤0.01% | 1926 |
|
|
2021
Q4 | $3.73M | Sell |
30,838
-7,196
| -19% | -$871K | ﹤0.01% | 1759 |
|
|
2021
Q3 | $3.16M | Buy |
38,034
+1,453
| +4% | +$121K | ﹤0.01% | 1803 |
|
|
2021
Q2 | $3.28M | Buy |
36,581
+4,909
| +15% | +$441K | ﹤0.01% | 1764 |
|
|
2021
Q1 | $2.81M | Buy |
31,672
+442
| +1% | +$39.3K | ﹤0.01% | 1743 |
|
|
2020
Q4 | $2.4M | Sell |
31,230
-2,747
| -8% | -$211K | ﹤0.01% | 1648 |
|
|
2020
Q3 | $1.95M | Buy |
33,977
+51
| +0.2% | +$2.93K | ﹤0.01% | 1633 |
|
|
2020
Q2 | $1.69M | Sell |
33,926
-4,839
| -12% | -$241K | ﹤0.01% | 1674 |
|
|
2020
Q1 | $1.96M | Sell |
38,765
-2,035
| -5% | -$103K | ﹤0.01% | 1432 |
|
|
2019
Q4 | $2.85M | Buy |
40,800
+439
| +1% | +$30.7K | ﹤0.01% | 1424 |
|
|
2019
Q3 | $2.57M | Sell |
40,361
-864
| -2% | -$55.1K | ﹤0.01% | 1410 |
|
|
2019
Q2 | $2.44M | Buy |
41,225
+1,233
| +3% | +$72.9K | ﹤0.01% | 1441 |
|
|
2019
Q1 | $2.59M | Buy |
39,992
+3,611
| +10% | +$234K | ﹤0.01% | 1340 |
|
|
2018
Q4 | $2M | Buy |
36,381
+33,460
| +1,145% | +$1.84M | ﹤0.01% | 1343 |
|
|
2018
Q3 | $209K | Sell |
2,921
-2,132
| -42% | -$153K | ﹤0.01% | 1164 |
|
|
2018
Q2 | $298K | Buy |
5,053
+24
| +0.5% | +$1.42K | ﹤0.01% | 1513 |
|
|
2018
Q1 | $270K | Sell |
5,029
-7,988
| -61% | -$429K | ﹤0.01% | 1447 |
|
|
2017
Q4 | $748K | Buy |
13,017
+357
| +3% | +$20.5K | ﹤0.01% | 1319 |
|
|
2017
Q3 | $725K | Buy |
12,660
+689
| +6% | +$39.5K | ﹤0.01% | 1287 |
|
|
2017
Q2 | $639K | Buy |
11,971
+12
| +0.1% | +$641 | ﹤0.01% | 1380 |
|
|
2017
Q1 | $570K | Buy |
11,959
+1,032
| +9% | +$49.2K | ﹤0.01% | 1456 |
|
|
2016
Q4 | $519K | Sell |
10,927
-3,415
| -24% | -$162K | ﹤0.01% | 1484 |
|
|
2016
Q3 | $620K | Buy |
14,342
+4,212
| +42% | +$182K | ﹤0.01% | 1452 |
|
|
2016
Q2 | $451K | Buy |
10,130
+295
| +3% | +$13.1K | ﹤0.01% | 1698 |
|
|
2016
Q1 | $446K | Sell |
9,835
-2,149
| -18% | -$97.5K | ﹤0.01% | 1694 |
|
|
2015
Q4 | $515K | Sell |
11,984
-23
| -0.2% | -$988 | ﹤0.01% | 1575 |
|
|
2015
Q3 | $498K | Sell |
12,007
-1,342
| -10% | -$55.7K | ﹤0.01% | 1602 |
|
|
2015
Q2 | $698K | Buy |
13,349
+601
| +5% | +$31.4K | ﹤0.01% | 1566 |
|
|
2015
Q1 | $692K | Buy |
12,748
+10,581
| +488% | +$574K | ﹤0.01% | 1436 |
|
|
2014
Q4 | $109K | Sell |
2,167
-1,513
| -41% | -$76.1K | ﹤0.01% | 1155 |
|
|
2014
Q3 | $165K | Sell |
3,680
-21,124
| -85% | -$947K | ﹤0.01% | 1149 |
|
|
2014
Q2 | $1.19M | Sell |
24,804
-707
| -3% | -$33.8K | 0.01% | 494 |
|
|
2014
Q1 | $1.18M | Buy |
25,511
+1,062
| +4% | +$49K | 0.01% | 417 |
|
|
2013
Q4 | $1.07M | Sell |
24,449
-1,187
| -5% | -$52.1K | 0.01% | 421 |
|
|
2013
Q3 | $1.03M | Buy |
25,636
+475
| +2% | +$19.2K | 0.01% | 404 |
|
|
2013
Q2 | $963K | Buy |
+25,161
| New | +$963K | 0.01% | 421 |
|