Private Wealth Management Group’s Forrester Research FORR Stock Holding History

Private Wealth Management Group’s Portfolio FORR Stock Details FORR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$1.79K	Hold
2025 Q2	$1.67K	Buy
2025 Q1	$499	Buy
2024 Q4	–	Sell
2024 Q3	$1.1K	Hold
2024 Q2	$1.04K	Sell
2024 Q1	$1.6K	Buy