Fidelity Investments’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.5K | Buy |
5,304
+2,686
| +103% | +$26.6K | ﹤0.01% | 3872 |
|
2025
Q1 | $24.2K | Buy |
2,618
+2,044
| +356% | +$18.9K | ﹤0.01% | 4151 |
|
2024
Q4 | $8.99K | Sell |
574
-1,961
| -77% | -$30.7K | ﹤0.01% | 4496 |
|
2024
Q3 | $45.7K | Buy |
2,535
+1,473
| +139% | +$26.5K | ﹤0.01% | 3809 |
|
2024
Q2 | $18.1K | Buy |
1,062
+602
| +131% | +$10.3K | ﹤0.01% | 4101 |
|
2024
Q1 | $9.92K | Sell |
460
-322
| -41% | -$6.94K | ﹤0.01% | 4279 |
|
2023
Q4 | $21K | Sell |
782
-390
| -33% | -$10.5K | ﹤0.01% | 3923 |
|
2023
Q3 | $33.9K | Buy |
1,172
+509
| +77% | +$14.7K | ﹤0.01% | 3544 |
|
2023
Q2 | $19.3K | Sell |
663
-127
| -16% | -$3.69K | ﹤0.01% | 3881 |
|
2023
Q1 | $25.6K | Buy |
790
+404
| +105% | +$13.1K | ﹤0.01% | 3739 |
|
2022
Q4 | $13.8K | Buy |
386
+173
| +81% | +$6.19K | ﹤0.01% | 3904 |
|
2022
Q3 | $7K | Sell |
213
-78
| -27% | -$2.56K | ﹤0.01% | 4191 |
|
2022
Q2 | $13K | Buy |
291
+134
| +85% | +$5.99K | ﹤0.01% | 4020 |
|
2022
Q1 | $9K | Buy |
+157
| New | +$9K | ﹤0.01% | 4267 |
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 4165 |
|
2020
Q4 | $0 | Sell |
6
-15
| -71% | – | ﹤0.01% | 3992 |
|
2020
Q3 | $1K | Sell |
21
-8
| -28% | -$381 | ﹤0.01% | 3557 |
|
2020
Q2 | $1K | Sell |
29
-12
| -29% | -$414 | ﹤0.01% | 3458 |
|
2020
Q1 | $1K | Sell |
41
-66
| -62% | -$1.61K | ﹤0.01% | 3484 |
|
2019
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 3440 |
|
2019
Q3 | $3K | Sell |
107
-500
| -82% | -$14K | ﹤0.01% | 3487 |
|
2019
Q2 | $29K | Sell |
607
-14
| -2% | -$669 | ﹤0.01% | 2985 |
|
2019
Q1 | $30K | Buy |
621
+121
| +24% | +$5.85K | ﹤0.01% | 2879 |
|
2018
Q4 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 2875 |
|
2017
Q1 | – | Sell |
-150,300
| Closed | -$6.46M | – | 2670 |
|
2016
Q4 | $6.46M | Buy |
150,300
+22,845
| +18% | +$981K | ﹤0.01% | 2111 |
|
2016
Q3 | $4.96M | Sell |
127,455
-2,945
| -2% | -$115K | ﹤0.01% | 2200 |
|
2016
Q2 | $4.81M | Hold |
130,400
| – | – | ﹤0.01% | 2190 |
|
2016
Q1 | $4.38M | Hold |
130,400
| – | – | ﹤0.01% | 2192 |
|
2015
Q4 | $3.71M | Buy |
130,400
+120,100
| +1,166% | +$3.42M | ﹤0.01% | 2287 |
|
2015
Q3 | $324K | Hold |
10,300
| – | – | ﹤0.01% | 2640 |
|
2015
Q2 | $371K | Hold |
10,300
| – | – | ﹤0.01% | 2642 |
|
2015
Q1 | $379K | Hold |
10,300
| – | – | ﹤0.01% | 2647 |
|
2014
Q4 | $405K | Hold |
10,300
| – | – | ﹤0.01% | 2666 |
|
2014
Q3 | $380K | Hold |
10,300
| – | – | ﹤0.01% | 2660 |
|
2014
Q2 | $390K | Hold |
10,300
| – | – | ﹤0.01% | 2631 |
|
2014
Q1 | $369K | Hold |
10,300
| – | – | ﹤0.01% | 2574 |
|
2013
Q4 | $394K | Sell |
10,300
-21,500
| -68% | -$822K | ﹤0.01% | 2532 |
|
2013
Q3 | $1.17M | Hold |
31,800
| – | – | ﹤0.01% | 2431 |
|
2013
Q2 | $1.17M | Buy |
+31,800
| New | +$1.17M | ﹤0.01% | 2392 |
|