Swiss National Bank’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,750
| Closed | -$490K | – | 2483 |
|
|
2024
Q1 | $490K | Hold |
22,750
| – | – | ﹤0.01% | 2454 |
|
|
2023
Q4 | $610K | Sell |
22,750
-2,600
| -10% | -$69.7K | ﹤0.01% | 2437 |
|
|
2023
Q3 | $733K | Buy |
25,350
+700
| +3% | +$20.2K | ﹤0.01% | 2398 |
|
|
2023
Q2 | $717K | Hold |
24,650
| – | – | ﹤0.01% | 2457 |
|
|
2023
Q1 | $797K | Sell |
24,650
-2,800
| -10% | -$90.6K | ﹤0.01% | 2372 |
|
|
2022
Q4 | $982K | Buy |
27,450
+600
| +2% | +$21.5K | ﹤0.01% | 2356 |
|
|
2022
Q3 | $967K | Sell |
26,850
-400
| -1% | -$14.4K | ﹤0.01% | 2357 |
|
|
2022
Q2 | $1.3M | Hold |
27,250
| – | – | ﹤0.01% | 2205 |
|
|
2022
Q1 | $1.54M | Buy |
27,250
+2,200
| +9% | +$124K | ﹤0.01% | 2183 |
|
|
2021
Q4 | $1.47M | Hold |
25,050
| – | – | ﹤0.01% | 2242 |
|
|
2021
Q3 | $1.23M | Hold |
25,050
| – | – | ﹤0.01% | 2335 |
|
|
2021
Q2 | $1.15M | Sell |
25,050
-1,000
| -4% | -$45.8K | ﹤0.01% | 2425 |
|
|
2021
Q1 | $1.11M | Buy |
26,050
+500
| +2% | +$21.2K | ﹤0.01% | 2311 |
|
|
2020
Q4 | $1.07M | Hold |
25,550
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q3 | $838K | Hold |
25,550
| – | – | ﹤0.01% | 2177 |
|
|
2020
Q2 | $819K | Buy |
25,550
+3,900
| +18% | +$125K | ﹤0.01% | 2214 |
|
|
2020
Q1 | $633K | Buy |
21,650
+300
| +1% | +$8.77K | ﹤0.01% | 2073 |
|
|
2019
Q4 | $890K | Buy |
21,350
+1,000
| +5% | +$41.7K | ﹤0.01% | 2205 |
|
|
2019
Q3 | $654K | Hold |
20,350
| – | – | ﹤0.01% | 2264 |
|
|
2019
Q2 | $957K | Buy |
20,350
+2,100
| +12% | +$98.8K | ﹤0.01% | 2134 |
|
|
2019
Q1 | $882K | Buy |
18,250
+1,000
| +6% | +$48.3K | ﹤0.01% | 2132 |
|
|
2018
Q4 | $771K | Hold |
17,250
| – | – | ﹤0.01% | 2142 |
|
|
2018
Q3 | $792K | Hold |
17,250
| – | – | ﹤0.01% | 2263 |
|
|
2018
Q2 | $724K | Buy |
17,250
+2,400
| +16% | +$101K | ﹤0.01% | 2327 |
|
|
2018
Q1 | $616K | Hold |
14,850
| – | – | ﹤0.01% | 2308 |
|
|
2017
Q4 | $656K | Hold |
14,850
| – | – | ﹤0.01% | 2325 |
|
|
2017
Q3 | $621K | Hold |
14,850
| – | – | ﹤0.01% | 2299 |
|
|
2017
Q2 | $581K | Hold |
14,850
| – | – | ﹤0.01% | 2360 |
|
|
2017
Q1 | $590K | Hold |
14,850
| – | – | ﹤0.01% | 2309 |
|
|
2016
Q4 | $638K | Hold |
14,850
| – | – | ﹤0.01% | 2286 |
|
|
2016
Q3 | $578K | Hold |
14,850
| – | – | ﹤0.01% | 2286 |
|
|
2016
Q2 | $547K | Hold |
14,850
| – | – | ﹤0.01% | 2304 |
|
|
2016
Q1 | $482K | Buy |
14,850
+2,700
| +22% | +$87.6K | ﹤0.01% | 2322 |
|
|
2015
Q4 | $346K | Hold |
12,150
| – | – | ﹤0.01% | 2429 |
|
|
2015
Q3 | $382K | Buy |
12,150
+900
| +8% | +$28.3K | ﹤0.01% | 2314 |
|
|
2015
Q2 | $405K | Hold |
11,250
| – | – | ﹤0.01% | 2337 |
|
|
2015
Q1 | $414K | Hold |
11,250
| – | – | ﹤0.01% | 2264 |
|
|
2014
Q4 | $443K | Hold |
11,250
| – | – | ﹤0.01% | 2246 |
|
|
2014
Q3 | $415K | Sell |
11,250
-700
| -6% | -$25.8K | ﹤0.01% | 2197 |
|
|
2014
Q2 | $453K | Hold |
11,950
| – | – | ﹤0.01% | 2214 |
|
|
2014
Q1 | $428K | Buy |
11,950
+2,600
| +28% | +$93.1K | ﹤0.01% | 2199 |
|
|
2013
Q4 | $358K | Hold |
9,350
| – | – | ﹤0.01% | 2185 |
|
|
2013
Q3 | $344K | Sell |
9,350
-700
| -7% | -$25.8K | ﹤0.01% | 2155 |
|
|
2013
Q2 | $369K | Buy |
+10,050
| New | +$369K | ﹤0.01% | 2111 |
|