Petrus Trust Company’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
31,365
-2,995
| -9% | -$29.7K | 0.03% | 305 |
|
|
2025
Q1 | $317K | Buy |
34,360
+18,410
| +115% | +$170K | 0.03% | 369 |
|
|
2024
Q4 | $250K | Buy |
15,950
+805
| +5% | +$12.6K | 0.02% | 494 |
|
|
2024
Q3 | $273K | Sell |
15,145
-28,177
| -65% | -$507K | 0.03% | 437 |
|
|
2024
Q2 | $740K | Buy |
+43,322
| New | +$740K | 0.07% | 86 |
|