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

Private Wealth Management Group’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 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