FFM
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Forum Financial Management’s Factset FDS Stock Holding History

Forum Financial Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$294K Buy
657
+42
+7% +$18.8K ﹤0.01% 682
2025
Q1 		$280K Buy
615
+97
+19% +$44.1K ﹤0.01% 630
2024
Q4 		$249K Buy
+518
New +$249K ﹤0.01% 728