Profit Investment Management’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,341
| Closed | -$1.32M | – | 82 |
|
|
2024
Q1 | $1.32M | Hold |
42,341
| – | – | 0.74% | 42 |
|
|
2023
Q4 | $2.66M | Buy |
42,341
+4,040
| +11% | +$254K | 1.52% | 30 |
|
|
2023
Q3 | $2.63M | Sell |
38,301
-8,786
| -19% | -$604K | 1.86% | 26 |
|
|
2023
Q2 | $5M | Sell |
47,087
-5,960
| -11% | -$632K | 3.25% | 7 |
|
|
2023
Q1 | $5.72M | Hold |
53,047
| – | – | 3.78% | 4 |
|
|
2022
Q4 | $5.56M | Hold |
53,047
| – | – | 3.91% | 3 |
|
|
2022
Q3 | $4.79M | Hold |
53,047
| – | – | 3.66% | 2 |
|
|
2022
Q2 | $4.88M | Sell |
53,047
-3,369
| -6% | -$310K | 3.58% | 2 |
|
|
2022
Q1 | $5.52M | Buy |
56,416
+8,547
| +18% | +$836K | 3.41% | 4 |
|
|
2021
Q4 | $5.8M | Sell |
47,869
-9,500
| -17% | -$1.15M | 3.65% | 3 |
|
|
2021
Q3 | $4.76M | Hold |
57,369
| – | – | 3.31% | 8 |
|
|
2021
Q2 | $5.15M | Hold |
57,369
| – | – | 2.72% | 10 |
|
|
2021
Q1 | $5.1M | Buy |
57,369
+3,123
| +6% | +$277K | 2.9% | 8 |
|
|
2020
Q4 | $4.17M | Hold |
54,246
| – | – | 2.67% | 7 |
|
|
2020
Q3 | $3.11M | Buy |
54,246
+4,091
| +8% | +$235K | 1.92% | 16 |
|
|
2020
Q2 | $2.5M | Hold |
50,155
| – | – | 1.75% | 21 |
|
|
2020
Q1 | $2.54M | Hold |
50,155
| – | – | 2.38% | 9 |
|
|
2019
Q4 | $3.51M | Hold |
50,155
| – | – | 2.35% | 10 |
|
|
2019
Q3 | $3.2M | Hold |
50,155
| – | – | 2.29% | 12 |
|
|
2019
Q2 | $2.97M | Buy |
50,155
+1,602
| +3% | +$94.8K | 2.18% | 13 |
|
|
2019
Q1 | $3.14M | Hold |
48,553
| – | – | 2.4% | 10 |
|
|
2018
Q4 | $2.66M | Sell |
48,553
-2,076
| -4% | -$114K | 2.42% | 12 |
|
|
2018
Q3 | $3.63M | Hold |
50,629
| – | – | 2.7% | 8 |
|
|
2018
Q2 | $2.99M | Hold |
50,629
| – | – | 2.38% | 12 |
|
|
2018
Q1 | $2.68M | Hold |
50,629
| – | – | 2.27% | 13 |
|
|
2017
Q4 | $2.91M | Buy |
50,629
+10,144
| +25% | +$583K | 2.22% | 8 |
|
|
2017
Q3 | $2.32M | Sell |
40,485
-4,833
| -11% | -$277K | 2.02% | 11 |
|
|
2017
Q2 | $2.42M | Sell |
45,318
-11,695
| -21% | -$623K | 2.18% | 8 |
|
|
2017
Q1 | $2.71M | Buy |
57,013
+5,618
| +11% | +$267K | 2.2% | 9 |
|
|
2016
Q4 | $2.44M | Buy |
51,395
+11,661
| +29% | +$552K | 2.3% | 3 |
|
|
2016
Q3 | $1.72M | Hold |
39,734
| – | – | 1.7% | 14 |
|
|
2016
Q2 | $1.77M | Sell |
39,734
-3,013
| -7% | -$134K | 1.43% | 23 |
|
|
2016
Q1 | $1.94M | Buy |
42,747
+18,451
| +76% | +$836K | 0.82% | 48 |
|
|
2015
Q4 | $1.05M | Sell |
24,296
-13,583
| -36% | -$584K | 0.33% | 62 |
|
|
2015
Q3 | $1.57M | Sell |
37,879
-9,437
| -20% | -$392K | 0.23% | 76 |
|
|
2015
Q2 | $2.47M | Sell |
47,316
-9,675
| -17% | -$506K | 0.29% | 56 |
|
|
2015
Q1 | $3.1M | Hold |
56,991
| – | – | 0.17% | 73 |
|
|
2014
Q4 | $2.87M | Sell |
56,991
-1,030
| -2% | -$51.9K | 0.14% | 84 |
|
|
2014
Q3 | $2.6M | Sell |
58,021
-11,145
| -16% | -$500K | 0.14% | 81 |
|
|
2014
Q2 | $3.31M | Sell |
69,166
-71,080
| -51% | -$3.4M | 0.16% | 72 |
|
|
2014
Q1 | $6.47M | Hold |
140,246
| – | – | 0.29% | 58 |
|
|
2013
Q4 | $6.16M | Hold |
140,246
| – | – | 0.28% | 59 |
|
|
2013
Q3 | $5.66K | Sell |
140,246
-7,075
| -5% | -$285 | 0.23% | 63 |
|
|
2013
Q2 | $5.64M | Buy |
+147,321
| New | +$5.64M | 0.27% | 63 |
|