UBS AM’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 | $1.53M | Buy |
62,238
+18,034
| +41% | +$443K | ﹤0.01% | 2255 |
|
|
2025
Q1 | $888K | Hold |
44,204
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q4 | $1.43M | Sell |
44,204
-1,624
| -4% | -$52.4K | ﹤0.01% | 2203 |
|
|
2024
Q3 | $1.62M | Sell |
45,828
-160
| -0.3% | -$5.66K | ﹤0.01% | 2153 |
|
|
2024
Q2 | $876K | Buy |
45,988
+10,673
| +30% | +$203K | ﹤0.01% | 2445 |
|
|
2024
Q1 | $1.1M | Hold |
35,315
| – | – | ﹤0.01% | 1961 |
|
|
2023
Q4 | $2.22M | Sell |
35,315
-76,762
| -68% | -$4.83M | ﹤0.01% | 1643 |
|
|
2023
Q3 | $7.7M | Sell |
112,077
-44,504
| -28% | -$3.06M | ﹤0.01% | 1042 |
|
|
2023
Q2 | $16.9M | Hold |
156,581
| – | – | 0.01% | 809 |
|
|
2023
Q1 | $16.9M | Buy |
156,581
+461
| +0.3% | +$49.7K | 0.01% | 809 |
|
|
2022
Q4 | $16.4M | Buy |
156,120
+8,812
| +6% | +$924K | 0.01% | 800 |
|
|
2022
Q3 | $13.3M | Sell |
147,308
-20,944
| -12% | -$1.89M | 0.01% | 869 |
|
|
2022
Q2 | $15.5M | Sell |
168,252
-3,725
| -2% | -$343K | 0.01% | 803 |
|
|
2022
Q1 | $16.8M | Sell |
171,977
-7,430
| -4% | -$727K | 0.01% | 889 |
|
|
2021
Q4 | $21.7M | Buy |
179,407
+146,664
| +448% | +$17.8M | 0.01% | 877 |
|
|
2021
Q3 | $2.72M | Buy |
32,743
+8,192
| +33% | +$680K | ﹤0.01% | 1698 |
|
|
2021
Q2 | $2.2M | Buy |
24,551
+5,225
| +27% | +$469K | ﹤0.01% | 1799 |
|
|
2021
Q1 | $1.72M | Hold |
19,326
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q4 | $1.49M | Sell |
19,326
-572
| -3% | -$44K | ﹤0.01% | 1802 |
|
|
2020
Q3 | $1.14M | Sell |
19,898
-1,310
| -6% | -$75.2K | ﹤0.01% | 1787 |
|
|
2020
Q2 | $1.06M | Sell |
21,208
-5,901
| -22% | -$294K | ﹤0.01% | 1778 |
|
|
2020
Q1 | $1.37M | Buy |
27,109
+446
| +2% | +$22.6K | ﹤0.01% | 1574 |
|
|
2019
Q4 | $1.87M | Buy |
26,663
+1,430
| +6% | +$100K | ﹤0.01% | 1630 |
|
|
2019
Q3 | $1.61M | Buy |
25,233
+3,776
| +18% | +$241K | ﹤0.01% | 1716 |
|
|
2019
Q2 | $1.27M | Buy |
21,457
+2,399
| +13% | +$142K | ﹤0.01% | 1791 |
|
|
2019
Q1 | $1.23M | Buy |
19,058
+549
| +3% | +$35.5K | ﹤0.01% | 1740 |
|
|
2018
Q4 | $1.02M | Buy |
18,509
+3,106
| +20% | +$170K | ﹤0.01% | 1750 |
|
|
2018
Q3 | $1.1M | Hold |
15,403
| – | – | ﹤0.01% | 1772 |
|
|
2018
Q2 | $910K | Sell |
15,403
-1,348
| -8% | -$79.6K | ﹤0.01% | 1846 |
|
|
2018
Q1 | $885K | Buy |
16,751
+1,178
| +8% | +$62.3K | ﹤0.01% | 1831 |
|
|
2017
Q4 | $895K | Hold |
15,573
| – | – | ﹤0.01% | 1790 |
|
|
2017
Q3 | $891K | Buy |
15,573
+182
| +1% | +$10.4K | ﹤0.01% | 1761 |
|
|
2017
Q2 | $820K | Buy |
15,391
+9,092
| +144% | +$484K | ﹤0.01% | 1736 |
|
|
2017
Q1 | $300K | Hold |
6,299
| – | – | ﹤0.01% | 2016 |
|
|
2016
Q4 | $298K | Sell |
6,299
-7,400
| -54% | -$350K | ﹤0.01% | 1948 |
|
|
2016
Q3 | $593K | Buy |
13,699
+1,300
| +10% | +$56.3K | ﹤0.01% | 1893 |
|
|
2016
Q2 | $552K | Hold |
12,399
| – | – | ﹤0.01% | 1913 |
|
|
2016
Q1 | $562K | Sell |
12,399
-1,500
| -11% | -$68K | ﹤0.01% | 1868 |
|
|
2015
Q4 | $598K | Buy |
13,899
+1,400
| +11% | +$60.2K | ﹤0.01% | 1955 |
|
|
2015
Q3 | $519K | Hold |
12,499
| – | – | ﹤0.01% | 2002 |
|
|
2015
Q2 | $653K | Buy |
12,499
+1,200
| +11% | +$62.7K | ﹤0.01% | 1912 |
|
|
2015
Q1 | $614K | Buy |
11,299
+500
| +5% | +$27.2K | ﹤0.01% | 1871 |
|
|
2014
Q4 | $544K | Hold |
10,799
| – | – | ﹤0.01% | 1897 |
|
|
2014
Q3 | $484K | Hold |
10,799
| – | – | ﹤0.01% | 1903 |
|
|
2014
Q2 | $517K | Buy |
10,799
+700
| +7% | +$33.5K | ﹤0.01% | 1890 |
|
|
2014
Q1 | $466K | Hold |
10,099
| – | – | ﹤0.01% | 1939 |
|
|
2013
Q4 | $443K | Buy |
10,099
+500
| +5% | +$21.9K | ﹤0.01% | 1875 |
|
|
2013
Q3 | $387K | Hold |
9,599
| – | – | ﹤0.01% | 1917 |
|
|
2013
Q2 | $367K | Buy |
+9,599
| New | +$367K | ﹤0.01% | 1867 |
|