Rockefeller Capital Management’s Forward Air FWRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.04K	Buy	182 +12	+7%	+$292	﹤0.01%	4338
2025 Q4	$4.25K	Sell	170 -92	-35%	-$2.07K	﹤0.01%	4127
2025 Q3	$6.72K	Buy	+262	New	+$7.54K	﹤0.01%	3786
2023 Q1	–	Sell	-653	Closed	-$68K	–	2699
2022 Q4	$68K	Buy	653 +185	+40%	+$19.4K	﹤0.01%	2228
2022 Q3	$42K	Sell	468 -67	-13%	-$6.58K	﹤0.01%	2438
2022 Q2	$49K	Buy	535 +366	+217%	+$33.9K	﹤0.01%	2302
2022 Q1	$16K	Buy	169 +1	+0.6%	+$105	﹤0.01%	2824
2021 Q4	$20K	Hold	168	–	–	﹤0.01%	2642
2021 Q3	$13K	Hold	168	–	–	﹤0.01%	2766
2021 Q2	$15K	Buy	168 +1	+0.6%	+$92	﹤0.01%	2604
2021 Q1	$14K	Buy	167 +8	+5%	+$670	﹤0.01%	2442
2020 Q4	$12K	Buy	159 +46	+41%	+$3.19K	﹤0.01%	2177
2020 Q3	$6K	Buy	+113	New	+$6.2K	﹤0.01%	2153
2019 Q4	–	Sell	-136	Closed	-$9K	–	2100
2019 Q3	$9K	Hold	136	–	–	﹤0.01%	1452
2019 Q2	$8K	Buy	+136	New	+$8.36K	﹤0.01%	1310