GHP Investment Advisors’s Formula Systems FORTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Buy |
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|
2025
Q2 | $889K | Hold |
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|
2025
Q1 | $606K | Hold |
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|
2024
Q4 | $565K | Hold |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $457K | Hold |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $573K | Hold |
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|
2022
Q2 | $646K | Hold |
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|
2022
Q1 | $701K | Hold |
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|
2021
Q4 | $863K | Hold |
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|
2021
Q3 | $683K | Hold |
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|
2021
Q2 | $626K | Hold |
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|
2021
Q1 | $618K | Hold |
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|
2020
Q4 | $595K | Hold |
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|
2020
Q3 | $578K | Hold |
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|
2020
Q2 | $524K | Hold |
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|
2020
Q1 | $372K | Hold |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $343K | Buy |
|