PYA Waltman Capital’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,577
| Closed | -$602K | – | 68 |
|
|
2023
Q4 | $602K | Hold |
9,577
| – | – | 0.25% | 52 |
|
|
2023
Q3 | $658K | Hold |
9,577
| – | – | 0.28% | 51 |
|
|
2023
Q2 | $701K | Hold |
9,577
| – | – | 0.3% | 43 |
|
|
2023
Q1 | $1.03M | Hold |
9,577
| – | – | 0.51% | 32 |
|
|
2022
Q4 | $1M | Hold |
9,577
| – | – | 0.53% | 23 |
|
|
2022
Q3 | $864K | Hold |
9,577
| – | – | 0.51% | 24 |
|
|
2022
Q2 | $881K | Hold |
9,577
| – | – | 0.49% | 27 |
|
|
2022
Q1 | $936K | Hold |
9,577
| – | – | 0.46% | 27 |
|
|
2021
Q4 | $1.16M | Hold |
9,577
| – | – | 0.6% | 23 |
|
|
2021
Q3 | $795K | Hold |
9,577
| – | – | 0.43% | 25 |
|
|
2021
Q2 | $860K | Hold |
9,577
| – | – | 0.45% | 24 |
|
|
2021
Q1 | $851K | Hold |
9,577
| – | – | 0.48% | 23 |
|
|
2020
Q4 | $736K | Hold |
9,577
| – | – | 0.44% | 23 |
|
|
2020
Q3 | $550K | Hold |
9,577
| – | – | 0.39% | 23 |
|
|
2020
Q2 | $477K | Hold |
9,577
| – | – | 0.39% | 23 |
|
|
2020
Q1 | $485K | Hold |
9,577
| – | – | 0.51% | 19 |
|
|
2019
Q4 | $670K | Buy |
+9,577
| New | +$670K | 0.6% | 19 |
|