United Capital Financial Advisors’s Forward Air FWRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,874	Closed	-$222K	–	1075
2024 Q4	$222K	Sell	6,874 -201	-3%	-$6.48K	﹤0.01%	980
2024 Q3	$250K	Buy	+7,075	New	+$250K	﹤0.01%	938