PTC
FORR icon

Petrus Trust Company’s Forrester Research FORR Stock Holding History

Petrus Trust Company’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,441
Closed -$291K – 70
2025
Q3 		$291K Sell
27,441
-3,924
-13% -$39.8K 0.03% 43
2025
Q2 		$311K Sell
31,365
-2,995
-9% -$29.8K 0.03% 305
2025
Q1 		$317K Buy
34,360
+18,410
+115% +$234K 0.03% 369
2024
Q4 		$250K Buy
15,950
+805
+5% +$13K 0.02% 494
2024
Q3 		$273K Sell
15,145
-28,177
-65% -$514K 0.03% 437
2024
Q2 		$740K Buy
+43,322
New +$796K 0.07% 86

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