Forum Financial Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $399K | Buy |
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