Isthmus Partners’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56,995
| Closed | -$1.84M | – | 220 |
|
|
2024
Q4 | $1.84M | Buy |
56,995
+940
| +2% | +$30.3K | 0.22% | 101 |
|
|
2024
Q3 | $1.98M | Sell |
56,055
-5,567
| -9% | -$197K | 0.24% | 94 |
|
|
2024
Q2 | $1.17M | Buy |
61,622
+5,271
| +9% | +$100K | 0.14% | 112 |
|
|
2024
Q1 | $1.75M | Buy |
56,351
+28,027
| +99% | +$872K | 0.2% | 108 |
|
|
2023
Q4 | $1.78M | Buy |
28,324
+4,982
| +21% | +$313K | 0.23% | 96 |
|
|
2023
Q3 | $1.6M | Buy |
23,342
+1,054
| +5% | +$72.5K | 0.23% | 97 |
|
|
2023
Q2 | $2.36M | Sell |
22,288
-113
| -0.5% | -$12K | 0.32% | 64 |
|
|
2023
Q1 | $2.41M | Buy |
22,401
+483
| +2% | +$52K | 0.34% | 59 |
|
|
2022
Q4 | $2.3M | Buy |
21,918
+85
| +0.4% | +$8.92K | 0.35% | 56 |
|
|
2022
Q3 | $1.97M | Buy |
21,833
+908
| +4% | +$82K | 0.34% | 60 |
|
|
2022
Q2 | $1.92M | Buy |
20,925
+367
| +2% | +$33.7K | 0.36% | 61 |
|
|
2022
Q1 | $2.01M | Buy |
20,558
+564
| +3% | +$55.1K | 0.33% | 63 |
|
|
2021
Q4 | $2.42M | Buy |
19,994
+70
| +0.4% | +$8.48K | 0.41% | 60 |
|
|
2021
Q3 | $1.65M | Buy |
19,924
+145
| +0.7% | +$12K | 0.3% | 75 |
|
|
2021
Q2 | $1.78M | Buy |
19,779
+217
| +1% | +$19.5K | 0.31% | 76 |
|
|
2021
Q1 | $1.74M | Buy |
19,562
+171
| +0.9% | +$15.2K | 0.32% | 71 |
|
|
2020
Q4 | $1.49M | Sell |
19,391
-400
| -2% | -$30.7K | 0.3% | 66 |
|
|
2020
Q3 | $1.14M | Buy |
19,791
+171
| +0.9% | +$9.82K | 0.27% | 75 |
|
|
2020
Q2 | $977K | Buy |
19,620
+2,121
| +12% | +$106K | 0.24% | 84 |
|
|
2020
Q1 | $886K | Sell |
17,499
-1,520
| -8% | -$77K | 0.27% | 70 |
|
|
2019
Q4 | $1.33M | Buy |
19,019
+125
| +0.7% | +$8.74K | 0.3% | 69 |
|
|
2019
Q3 | $1.2M | Buy |
+18,894
| New | +$1.2M | 0.29% | 75 |
|