Penn Capital Management’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
10,397
-460,179
| -98% | -$11.3M | 0.02% | 152 |
|
|
2025
Q1 | $9.47M | Buy |
470,576
+89,629
| +24% | +$1.8M | 0.92% | 60 |
|
|
2024
Q4 | $12.3M | Buy |
380,947
+57,854
| +18% | +$1.87M | 1.21% | 37 |
|
|
2024
Q3 | $11.5M | Buy |
+323,093
| New | +$11.5M | 1.05% | 44 |
|
|
2024
Q1 | – | Sell |
-174,172
| Closed | -$11M | – | 151 |
|
|
2023
Q4 | $11M | Buy |
174,172
+37,799
| +28% | +$2.38M | 1.01% | 49 |
|
|
2023
Q3 | $9.41M | Buy |
+136,373
| New | +$9.41M | 0.96% | 50 |
|