Morgan Stanley’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
171,633
+64,959
| +61% | +$643K | ﹤0.01% | 4809 |
|
|
2025
Q1 | $986K | Buy |
106,674
+24,837
| +30% | +$229K | ﹤0.01% | 5010 |
|
|
2024
Q4 | $1.28M | Sell |
81,837
-26,824
| -25% | -$420K | ﹤0.01% | 4960 |
|
|
2024
Q3 | $1.96M | Sell |
108,661
-3,328
| -3% | -$59.9K | ﹤0.01% | 4669 |
|
|
2024
Q2 | $1.91M | Sell |
111,989
-69,904
| -38% | -$1.19M | ﹤0.01% | 4599 |
|
|
2024
Q1 | $3.92M | Sell |
181,893
-141,241
| -44% | -$3.05M | ﹤0.01% | 4107 |
|
|
2023
Q4 | $8.66M | Buy |
323,134
+171,319
| +113% | +$4.59M | ﹤0.01% | 4029 |
|
|
2023
Q3 | $4.39M | Buy |
151,815
+5,951
| +4% | +$172K | ﹤0.01% | 3852 |
|
|
2023
Q2 | $4.24M | Buy |
145,864
+29,822
| +26% | +$868K | ﹤0.01% | 3897 |
|
|
2023
Q1 | $3.75M | Sell |
116,042
-6,111
| -5% | -$198K | ﹤0.01% | 4016 |
|
|
2022
Q4 | $4.37M | Sell |
122,153
-10,652
| -8% | -$381K | ﹤0.01% | 3873 |
|
|
2022
Q3 | $4.78M | Buy |
132,805
+13,229
| +11% | +$476K | ﹤0.01% | 3739 |
|
|
2022
Q2 | $5.72M | Buy |
119,576
+65,350
| +121% | +$3.13M | ﹤0.01% | 3636 |
|
|
2022
Q1 | $3.06M | Sell |
54,226
-15,454
| -22% | -$872K | ﹤0.01% | 4181 |
|
|
2021
Q4 | $4.09M | Sell |
69,680
-32,483
| -32% | -$1.91M | ﹤0.01% | 3925 |
|
|
2021
Q3 | $5.03M | Buy |
102,163
+63,167
| +162% | +$3.11M | ﹤0.01% | 3694 |
|
|
2021
Q2 | $1.79M | Buy |
38,996
+13,035
| +50% | +$597K | ﹤0.01% | 4718 |
|
|
2021
Q1 | $1.1M | Sell |
25,961
-7,854
| -23% | -$334K | ﹤0.01% | 4661 |
|
|
2020
Q4 | $1.42M | Buy |
33,815
+7,286
| +27% | +$305K | ﹤0.01% | 4430 |
|
|
2020
Q3 | $870K | Sell |
26,529
-1,787
| -6% | -$58.6K | ﹤0.01% | 4316 |
|
|
2020
Q2 | $907K | Buy |
28,316
+1,535
| +6% | +$49.2K | ﹤0.01% | 4246 |
|
|
2020
Q1 | $783K | Sell |
26,781
-79,099
| -75% | -$2.31M | ﹤0.01% | 4113 |
|
|
2019
Q4 | $4.41M | Buy |
105,880
+6,740
| +7% | +$281K | ﹤0.01% | 3328 |
|
|
2019
Q3 | $3.19M | Buy |
99,140
+49,348
| +99% | +$1.59M | ﹤0.01% | 3357 |
|
|
2019
Q2 | $2.34M | Buy |
49,792
+31,646
| +174% | +$1.49M | ﹤0.01% | 3657 |
|
|
2019
Q1 | $878K | Sell |
18,146
-71,909
| -80% | -$3.48M | ﹤0.01% | 4200 |
|
|
2018
Q4 | $4.03M | Buy |
90,055
+34,162
| +61% | +$1.53M | ﹤0.01% | 3139 |
|
|
2018
Q3 | $2.57M | Buy |
55,893
+3,332
| +6% | +$153K | ﹤0.01% | 3800 |
|
|
2018
Q2 | $2.21M | Sell |
52,561
-59,508
| -53% | -$2.5M | ﹤0.01% | 3984 |
|
|
2018
Q1 | $4.65M | Sell |
112,069
-17,503
| -14% | -$726K | ﹤0.01% | 3103 |
|
|
2017
Q4 | $5.73M | Buy |
129,572
+26,630
| +26% | +$1.18M | ﹤0.01% | 2964 |
|
|
2017
Q3 | $4.31M | Buy |
102,942
+10,255
| +11% | +$429K | ﹤0.01% | 3120 |
|
|
2017
Q2 | $3.63M | Buy |
92,687
+16,682
| +22% | +$653K | ﹤0.01% | 3223 |
|
|
2017
Q1 | $3.02M | Sell |
76,005
-40,844
| -35% | -$1.62M | ﹤0.01% | 3424 |
|
|
2016
Q4 | $5.02M | Buy |
116,849
+9,264
| +9% | +$398K | ﹤0.01% | 2987 |
|
|
2016
Q3 | $4.19M | Buy |
107,585
+30,171
| +39% | +$1.17M | ﹤0.01% | 2836 |
|
|
2016
Q2 | $2.85M | Sell |
77,414
-8,627
| -10% | -$318K | ﹤0.01% | 3128 |
|
|
2016
Q1 | $2.89M | Sell |
86,041
-6,585
| -7% | -$221K | ﹤0.01% | 3031 |
|
|
2015
Q4 | $2.64M | Buy |
92,626
+91,187
| +6,337% | +$2.6M | ﹤0.01% | 3245 |
|
|
2015
Q3 | $45K | Sell |
1,439
-3,382
| -70% | -$106K | ﹤0.01% | 5774 |
|
|
2015
Q2 | $174K | Sell |
4,821
-42,745
| -90% | -$1.54M | ﹤0.01% | 5312 |
|
|
2015
Q1 | $1.75M | Buy |
47,566
+39,845
| +516% | +$1.47M | ﹤0.01% | 3701 |
|
|
2014
Q4 | $303K | Buy |
7,721
+1,946
| +34% | +$76.4K | ﹤0.01% | 5001 |
|
|
2014
Q3 | $213K | Sell |
5,775
-7,631
| -57% | -$281K | ﹤0.01% | 5110 |
|
|
2014
Q2 | $508K | Sell |
13,406
-44,045
| -77% | -$1.67M | ﹤0.01% | 4560 |
|
|
2014
Q1 | $2.06M | Buy |
57,451
+44,043
| +328% | +$1.58M | ﹤0.01% | 3391 |
|
|
2013
Q4 | $513K | Sell |
13,408
-12,631
| -49% | -$483K | ﹤0.01% | 4430 |
|
|
2013
Q3 | $957K | Sell |
26,039
-15,078
| -37% | -$554K | ﹤0.01% | 3820 |
|
|
2013
Q2 | $1.51M | Buy |
+41,117
| New | +$1.51M | ﹤0.01% | 3372 |
|