Forum Financial Management’s Carpenter Technology CRS Stock Holding History

Forum Financial Management’s Portfolio CRS Stock Details CRS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$458K	Buy
2025 Q3	$357K	Buy
2025 Q2	$402K	Buy
2025 Q1	$263K	Buy
2024 Q4	$245K	Hold
2024 Q3	$231K	Buy