UBS Group’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.3K | Buy |
2,696
+1,373
| +104% | +$9.38K | ﹤0.01% | 8134 |
|
|
2025
Q4 | $10.7K | Sell |
1,323
-4,321
| -77% | -$33.9K | ﹤0.01% | 8194 |
|
|
2025
Q3 | $59.8K | Sell |
5,644
-151
| -3% | -$1.53K | ﹤0.01% | 7436 |
|
|
2025
Q2 | $57.4K | Sell |
5,795
-3,602
| -38% | -$35.8K | ﹤0.01% | 7668 |
|
|
2025
Q1 | $86.8K | Sell |
9,397
-15,958
| -63% | -$203K | ﹤0.01% | 7154 |
|
|
2024
Q4 | $397K | Buy |
25,355
+19,832
| +359% | +$320K | ﹤0.01% | 6004 |
|
|
2024
Q3 | $99.5K | Sell |
5,523
-7,374
| -57% | -$134K | ﹤0.01% | 6375 |
|
|
2024
Q2 | $220K | Sell |
12,897
-10,320
| -44% | -$190K | ﹤0.01% | 5595 |
|
|
2024
Q1 | $501K | Buy |
23,217
+10,112
| +77% | +$229K | ﹤0.01% | 5204 |
|
|
2023
Q4 | $351K | Sell |
13,105
-51,994
| -80% | -$1.35M | ﹤0.01% | 5380 |
|
|
2023
Q3 | $1.88M | Sell |
65,099
-56,922
| -47% | -$1.75M | ﹤0.01% | 3496 |
|
|
2023
Q2 | $3.55M | Sell |
122,021
-15,701
| -11% | -$467K | ﹤0.01% | 2919 |
|
|
2023
Q1 | $4.46M | Buy |
137,722
+6,615
| +5% | +$229K | ﹤0.01% | 2630 |
|
|
2022
Q4 | $4.69M | Buy |
131,107
+108,879
| +490% | +$3.98M | ﹤0.01% | 2564 |
|
|
2022
Q3 | $800K | Buy |
22,228
+21,822
| +5,375% | +$937K | ﹤0.01% | 3942 |
|
|
2022
Q2 | $20K | Sell |
406
-3,214
| -89% | -$167K | ﹤0.01% | 6863 |
|
|
2022
Q1 | $204K | Sell |
3,620
-4,146
| -53% | -$224K | ﹤0.01% | 5335 |
|
|
2021
Q4 | $456K | Buy |
7,766
+4,815
| +163% | +$268K | ﹤0.01% | 5050 |
|
|
2021
Q3 | $146K | Sell |
2,951
-5,034
| -63% | -$236K | ﹤0.01% | 5557 |
|
|
2021
Q2 | $366K | Sell |
7,985
-2,593
| -25% | -$112K | ﹤0.01% | 4946 |
|
|
2021
Q1 | $450K | Buy |
10,578
+816
| +8% | +$35.4K | ﹤0.01% | 4953 |
|
|
2020
Q4 | $409K | Buy |
9,762
+2,809
| +40% | +$112K | ﹤0.01% | 4763 |
|
|
2020
Q3 | $228K | Buy |
6,953
+1,017
| +17% | +$34.8K | ﹤0.01% | 4717 |
|
|
2020
Q2 | $190K | Sell |
5,936
-1,262
| -18% | -$40.1K | ﹤0.01% | 4837 |
|
|
2020
Q1 | $210K | Sell |
7,198
-7,919
| -52% | -$301K | ﹤0.01% | 4684 |
|
|
2019
Q4 | $630K | Buy |
15,117
+6,878
| +83% | +$256K | ﹤0.01% | 4633 |
|
|
2019
Q3 | $265K | Buy |
8,239
+2,540
| +45% | +$101K | ﹤0.01% | 5033 |
|
|
2019
Q2 | $268K | Buy |
5,699
+4,591
| +414% | +$221K | ﹤0.01% | 4722 |
|
|
2019
Q1 | $53K | Sell |
1,108
-3,284
| -75% | -$153K | ﹤0.01% | 5496 |
|
|
2018
Q4 | $196K | Buy |
4,392
+1,273
| +41% | +$54.3K | ﹤0.01% | 4968 |
|
|
2018
Q3 | $143K | Buy |
3,119
+1,705
| +121% | +$78.4K | ﹤0.01% | 5291 |
|
|
2018
Q2 | $59K | Buy |
1,414
+1,379
| +3,940% | +$59.1K | ﹤0.01% | 5852 |
|
|
2018
Q1 | $1K | Sell |
35
-745
| -96% | -$31.8K | ﹤0.01% | 7635 |
|
|
2017
Q4 | $34K | Sell |
780
-579
| -43% | -$26K | ﹤0.01% | 6138 |
|
|
2017
Q3 | $57K | Buy |
1,359
+695
| +105% | +$28K | ﹤0.01% | 5699 |
|
|
2017
Q2 | $26K | Buy |
664
+162
| +32% | +$6.41K | ﹤0.01% | 6104 |
|
|
2017
Q1 | $20K | Sell |
502
-762
| -60% | -$29.9K | ﹤0.01% | 6136 |
|
|
2016
Q4 | $54K | Buy |
1,264
+1,255
| +13,944% | +$49.9K | ﹤0.01% | 5766 |
|
|
2016
Q3 | $0 | Sell |
9
-511
| -98% | -$20.2K | ﹤0.01% | 7753 |
|
|
2016
Q2 | $19K | Sell |
520
-71
| -12% | -$2.53K | ﹤0.01% | 6347 |
|
|
2016
Q1 | $20K | Buy |
591
+33
| +6% | +$1.02K | ﹤0.01% | 6199 |
|
|
2015
Q4 | $16K | Sell |
558
-422
| -43% | -$13.2K | ﹤0.01% | 6948 |
|
|
2015
Q3 | $31K | Buy |
980
+894
| +1,040% | +$29.5K | ﹤0.01% | 6254 |
|
|
2015
Q2 | $3K | Sell |
86
-22,986
| -100% | -$812K | ﹤0.01% | 8062 |
|
|
2015
Q1 | $849K | Buy |
23,072
+21,888
| +1,849% | +$821K | ﹤0.01% | 3711 |
|
|
2014
Q4 | $47K | Buy |
+1,184
| New | +$47K | ﹤0.01% | 6547 |
|
Other funds holding FORR
PCM
PRCP
NCM
TCM
VCM
ACH
