Guggenheim Capital’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,267
| Closed | -$207K | – | 1673 |
|
|
2025
Q4 | $207K | Buy |
+8,267
| New | +$186K | ﹤0.01% | 1678 |
|
|
2023
Q4 | – | Sell |
-3,389
| Closed | -$233K | – | 1900 |
|
|
2023
Q3 | $233K | Buy |
3,389
+961
| +40% | +$84.6K | ﹤0.01% | 1713 |
|
|
2023
Q2 | $258K | Buy |
2,428
+161
| +7% | +$16.5K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $244K | Buy |
2,267
+293
| +15% | +$30.8K | ﹤0.01% | 1743 |
|
|
2022
Q4 | $207K | Buy |
+1,974
| New | +$207K | ﹤0.01% | 1800 |
|
|
2021
Q2 | – | Sell |
-2,420
| Closed | -$215K | – | 2201 |
|
|
2021
Q1 | $215K | Sell |
2,420
-2,270
| -48% | -$190K | ﹤0.01% | 2063 |
|
|
2020
Q4 | $360K | Buy |
+4,690
| New | +$325K | ﹤0.01% | 1770 |
|
|
2020
Q1 | – | Sell |
-2,972
| Closed | -$208K | – | 1898 |
|
|
2019
Q4 | $208K | Sell |
2,972
-13,098
| -82% | -$887K | ﹤0.01% | 1985 |
|
|
2019
Q3 | $1.02M | Sell |
16,070
-218
| -1% | -$13.4K | 0.01% | 1319 |
|
|
2019
Q2 | $963K | Sell |
16,288
-99
| -0.6% | -$6.09K | 0.01% | 1372 |
|
|
2019
Q1 | $1.06M | Buy |
+16,387
| New | +$1M | 0.01% | 1347 |
|
|
2018
Q4 | – | Sell |
-9,240
| Closed | -$663K | – | 2242 |
|
|
2018
Q3 | $663K | Sell |
9,240
-1,434
| -13% | -$91.2K | ﹤0.01% | 1823 |
|
|
2018
Q2 | $629K | Sell |
10,674
-12,743
| -54% | -$729K | ﹤0.01% | 1825 |
|
|
2018
Q1 | $1.24M | Sell |
23,417
-2,846
| -11% | -$162K | ﹤0.01% | 1960 |
|
|
2017
Q4 | $1.51M | Buy |
26,263
+17,369
| +195% | +$993K | ﹤0.01% | 1855 |
|
|
2017
Q3 | $509K | Buy |
8,894
+2,235
| +34% | +$118K | ﹤0.01% | 2380 |
|
|
2017
Q2 | $354K | Sell |
6,659
-2,537
| -28% | -$130K | ﹤0.01% | 2512 |
|
|
2017
Q1 | $436K | Sell |
9,196
-1,172
| -11% | -$56.8K | ﹤0.01% | 2424 |
|
|
2016
Q4 | $491K | Buy |
10,368
+3,938
| +61% | +$180K | ﹤0.01% | 2431 |
|
|
2016
Q3 | $278K | Buy |
6,430
+914
| +17% | +$41.5K | ﹤0.01% | 2581 |
|
|
2016
Q2 | $246K | Sell |
5,516
-1,642
| -23% | -$74K | ﹤0.01% | 2619 |
|
|
2016
Q1 | $324K | Buy |
7,158
+1,646
| +30% | +$69.3K | ﹤0.01% | 2526 |
|
|
2015
Q4 | $237K | Sell |
5,512
-16,691
| -75% | -$748K | ﹤0.01% | 2716 |
|
|
2015
Q3 | $921K | Buy |
22,203
+1,943
| +10% | +$91.8K | ﹤0.01% | 2142 |
|
|
2015
Q2 | $1.06M | Buy |
20,260
+4,887
| +32% | +$257K | ﹤0.01% | 2189 |
|
|
2015
Q1 | $835K | Buy |
15,373
+3,074
| +25% | +$157K | ﹤0.01% | 2321 |
|
|
2014
Q4 | $620K | Buy |
+12,299
| New | +$591K | ﹤0.01% | 2439 |
|
Other funds holding FWRD
CCG
ICM
PMG
VCM
PA
VPM
MAM