IFP Advisors’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 | $67 | Hold |
4
| – | – | ﹤0.01% | 4796 |
|
|
2025
Q4 | $100 | Hold |
4
| – | – | ﹤0.01% | 4590 |
|
|
2025
Q3 | $103 | Buy |
+4
| New | +$115 | ﹤0.01% | 4541 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3414 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4061 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4181 |
|
|
2024
Q2 | – | Sell |
-595
| Closed | -$18.5K | – | 3270 |
|
|
2024
Q1 | $18.5K | Buy |
+595
| New | +$24.9K | ﹤0.01% | 2002 |
|
|
2023
Q4 | – | Sell |
-41
| Closed | -$2.82K | – | 3161 |
|
|
2023
Q3 | $2.82K | Hold |
41
| – | – | ﹤0.01% | 2724 |
|
|
2023
Q2 | $4.35K | Hold |
41
| – | – | ﹤0.01% | 2589 |
|
|
2023
Q1 | $2.47K | Hold |
41
| – | – | ﹤0.01% | 2826 |
|
|
2022
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 4158 |
|
|
2022
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 4352 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 4120 |
|
|
2022
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 4118 |
|
|
2021
Q4 | $5K | Sell |
41
-27
| -40% | -$2.76K | ﹤0.01% | 2484 |
|
|
2021
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 2481 |
|
|
2021
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 2395 |
|
|
2021
Q1 | $6K | Sell |
68
-82
| -55% | -$6.87K | ﹤0.01% | 2339 |
|
|
2020
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 2030 |
|
|
2020
Q3 | $9K | Sell |
150
-22
| -13% | -$1.21K | ﹤0.01% | 1944 |
|
|
2020
Q2 | $8K | Sell |
172
-50
| -23% | -$2.45K | ﹤0.01% | 1896 |
|
|
2020
Q1 | $12K | Sell |
222
-50
| -18% | -$3.04K | ﹤0.01% | 1692 |
|
|
2019
Q4 | $19K | Sell |
272
-17
| -6% | -$1.15K | ﹤0.01% | 1629 |
|
|
2019
Q3 | $19K | Buy |
+289
| New | +$17.7K | ﹤0.01% | 1781 |
|
|
2019
Q1 | – | Sell |
-368
| Closed | -$20K | – | 2737 |
|
|
2018
Q4 | $20K | Buy |
368
+66
| +22% | +$4.06K | ﹤0.01% | 2135 |
|
|
2018
Q3 | $22K | Buy |
302
+1
| +0.3% | +$64 | ﹤0.01% | 2408 |
|
|
2018
Q2 | $18K | Buy |
301
+137
| +84% | +$7.84K | ﹤0.01% | 2525 |
|
|
2018
Q1 | $9K | Hold |
164
| – | – | ﹤0.01% | 2840 |
|
|
2017
Q4 | $9K | Buy |
164
+86
| +110% | +$4.92K | ﹤0.01% | 2885 |
|
|
2017
Q3 | $4K | Buy |
+78
| New | +$4.12K | ﹤0.01% | 3502 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$1K | – | 4037 |
|
|
2016
Q4 | $1K | Sell |
30
-24
| -44% | -$1.1K | ﹤0.01% | 3776 |
|
|
2016
Q3 | $2K | Sell |
54
-48
| -47% | -$2.18K | ﹤0.01% | 3570 |
|
|
2016
Q2 | $5K | Buy |
+102
| New | +$4.59K | ﹤0.01% | 3139 |
|
|
2016
Q1 | – | Sell |
-205
| Closed | -$9K | – | 2750 |
|
|
2015
Q4 | $9K | Buy |
+205
| New | +$9.19K | ﹤0.01% | 2634 |
|
Other funds holding FWRD
CCG
ICM
PMG
VCM
PA
VPM
MAM