Prelude 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 | $429K | Buy |
17,477
+6,446
| +58% | +$158K | 0.04% | 483 |
|
2025
Q1 | $222K | Buy |
11,031
+1,327
| +14% | +$26.7K | 0.02% | 789 |
|
2024
Q4 | $313K | Buy |
9,704
+679
| +8% | +$21.9K | 0.02% | 676 |
|
2024
Q3 | $319K | Buy |
+9,025
| New | +$319K | 0.02% | 755 |
|
2024
Q1 | – | Sell |
-8,133
| Closed | -$511K | – | 1271 |
|
2023
Q4 | $511K | Buy |
8,133
+4,549
| +127% | +$286K | 0.03% | 426 |
|
2023
Q3 | $246K | Buy |
+3,584
| New | +$246K | 0.02% | 657 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 1513 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 1458 |
|
2018
Q2 | – | Sell |
-121
| Closed | -$6K | – | 1463 |
|
2018
Q1 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 1246 |
|
2017
Q4 | – | Sell |
-200
| Closed | -$11K | – | 1324 |
|
2017
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1285 |
|
2017
Q2 | – | Sell |
-840
| Closed | -$40K | – | 1564 |
|
2017
Q1 | $40K | Buy |
+840
| New | +$40K | ﹤0.01% | 1039 |
|
2016
Q4 | – | Sell |
-678
| Closed | -$29K | – | 1571 |
|
2016
Q3 | $29K | Buy |
678
+134
| +25% | +$5.73K | ﹤0.01% | 1168 |
|
2016
Q2 | $24K | Buy |
+544
| New | +$24K | ﹤0.01% | 1165 |
|
2015
Q2 | – | Sell |
-700
| Closed | -$38K | – | 1708 |
|
2015
Q1 | $38K | Buy |
+700
| New | +$38K | 0.01% | 1419 |
|
2014
Q1 | – | Sell |
-360
| Closed | -$16K | – | 1760 |
|
2013
Q4 | $16K | Buy |
+360
| New | +$16K | ﹤0.01% | 1282 |
|