Forum Financial Management’s Wabtec WAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
3,369
-139
-4% -$29.1K 0.01% 298
2025
Q1
$636K Sell
3,508
-418
-11% -$75.8K 0.01% 289
2024
Q4
$745K Sell
3,926
-25
-0.6% -$4.74K 0.01% 262
2024
Q3
$718K Sell
3,951
-7
-0.2% -$1.27K 0.01% 239
2024
Q2
$626K Sell
3,958
-6
-0.2% -$948 0.01% 248
2024
Q1
$578K Buy
3,964
+25
+0.6% +$3.64K 0.01% 284
2023
Q4
$500K Sell
3,939
-789
-17% -$100K 0.01% 289
2023
Q3
$502K Sell
4,728
-20
-0.4% -$2.13K 0.01% 281
2023
Q2
$521K Buy
4,748
+1,219
+35% +$134K 0.01% 284
2023
Q1
$357K Buy
3,529
+2
+0.1% +$202 0.01% 352
2022
Q4
$352K Sell
3,527
-104
-3% -$10.4K 0.01% 347
2022
Q3
$295K Hold
3,631
0.01% 353
2022
Q2
$298K Buy
3,631
+97
+3% +$7.96K 0.02% 361
2022
Q1
$339K Buy
3,534
+5
+0.1% +$480 0.02% 344
2021
Q4
$325K Buy
+3,529
New +$325K 0.02% 380