Summit Securities Group’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4K | Sell |
3,319
-11,781
| -78% | -$289K | 0.02% | 297 |
|
|
2025
Q1 | $303K | Buy |
15,100
+14,800
| +4,933% | +$297K | 0.05% | 67 |
|
|
2024
Q4 | $9.68K | Buy |
300
+221
| +280% | +$7.13K | ﹤0.01% | 347 |
|
|
2024
Q3 | $3K | Sell |
79
-273
| -78% | -$10.4K | ﹤0.01% | 340 |
|
|
2024
Q2 | $7K | Buy |
+352
| New | +$7K | ﹤0.01% | 343 |
|