FFM
Forum Financial Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,850
| Closed | -$278K | – | 960 |
|
|
2025
Q1 | $278K | Buy |
1,850
+285
| +18% | +$42.9K | ﹤0.01% | 633 |
|
|
2024
Q4 | $289K | Buy |
1,565
+364
| +30% | +$67.2K | ﹤0.01% | 638 |
|
|
2024
Q3 | $237K | Buy |
1,201
+1
| +0.1% | +$197 | ﹤0.01% | 638 |
|
|
2024
Q2 | $248K | Buy |
1,200
+1
| +0.1% | +$207 | ﹤0.01% | 562 |
|
|
2024
Q1 | $325K | Hold |
1,199
| – | – | 0.01% | 467 |
|
|
2023
Q4 | $283K | Buy |
+1,199
| New | +$283K | 0.01% | 474 |
|
|
2023
Q3 | – | Sell |
-995
| Closed | -$209K | – | 649 |
|
|
2023
Q2 | $209K | Hold |
995
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $201K | Hold |
995
| – | – | 0.01% | 574 |
|
|
2022
Q4 | $217K | Buy |
+995
| New | +$217K | 0.01% | 520 |
|
|
2022
Q1 | – | Sell |
-856
| Closed | -$323K | – | 625 |
|
|
2021
Q4 | $323K | Buy |
+856
| New | +$323K | 0.02% | 381 |
|