LPL Financial’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 | $707K | Sell |
42,315
-913
| -2% | -$22.2K | ﹤0.01% | 4460 |
|
|
2025
Q4 | $1.08M | Buy |
43,228
+655
| +2% | +$14.7K | ﹤0.01% | 3994 |
|
|
2025
Q3 | $1.09M | Buy |
42,573
+32,567
| +325% | +$937K | ﹤0.01% | 3912 |
|
|
2025
Q2 | $246K | Buy |
+10,006
| New | +$178K | ﹤0.01% | 4930 |
|
|
2025
Q1 | – | Sell |
-7,705
| Closed | -$248K | – | 5424 |
|
|
2024
Q4 | $248K | Sell |
7,705
-1,416
| -16% | -$49.4K | ﹤0.01% | 4672 |
|
|
2024
Q3 | $323K | Sell |
9,121
-2,886
| -24% | -$81.9K | ﹤0.01% | 4368 |
|
|
2024
Q2 | $229K | Buy |
12,007
+1,294
| +12% | +$26.7K | ﹤0.01% | 4463 |
|
|
2024
Q1 | $333K | Sell |
10,713
-920
| -8% | -$38.5K | ﹤0.01% | 4121 |
|
|
2023
Q4 | $731K | Buy |
11,633
+4,530
| +64% | +$305K | ﹤0.01% | 3335 |
|
|
2023
Q3 | $488K | Sell |
7,103
-307
| -4% | -$27K | ﹤0.01% | 3509 |
|
|
2023
Q2 | $786K | Buy |
7,410
+62
| +0.8% | +$6.35K | ﹤0.01% | 3051 |
|
|
2023
Q1 | $792K | Sell |
7,348
-181
| -2% | -$19K | ﹤0.01% | 2942 |
|
|
2022
Q4 | $790K | Buy |
7,529
+1,127
| +18% | +$118K | ﹤0.01% | 2831 |
|
|
2022
Q3 | $578K | Buy |
6,402
+364
| +6% | +$35.7K | ﹤0.01% | 3022 |
|
|
2022
Q2 | $555K | Buy |
6,038
+445
| +8% | +$41.2K | ﹤0.01% | 3116 |
|
|
2022
Q1 | $547K | Buy |
5,593
+102
| +2% | +$10.7K | ﹤0.01% | 3131 |
|
|
2021
Q4 | $665K | Buy |
5,491
+2,278
| +71% | +$233K | ﹤0.01% | 3031 |
|
|
2021
Q3 | $267K | Buy |
+3,213
| New | +$281K | ﹤0.01% | 3745 |
|
|
2021
Q2 | – | Sell |
-4,406
| Closed | -$391K | – | 4253 |
|
|
2021
Q1 | $391K | Buy |
4,406
+203
| +5% | +$17K | ﹤0.01% | 3244 |
|
|
2020
Q4 | $323K | Buy |
+4,203
| New | +$292K | ﹤0.01% | 3143 |
|
Other funds holding FWRD
CCG
ICM
PMG
VCM
PA
VPM
MAM