United Services Automobile Association’s Forrester Research FORR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-215,749	Closed	-$10.1M	–	901
2019 Q2	$10.1M	Sell	215,749 -15,060	-7%	-$725K	0.03%	540
2019 Q1	$11.2M	Sell	230,809 -71,860	-24%	-$3.35M	0.03%	501
2018 Q4	$13.5M	Buy	302,669 +820	+0.3%	+$35K	0.04%	420
2018 Q3	$13.9M	Hold	301,849	–	–	0.03%	462
2018 Q2	$12.7M	Buy	301,849 +45,000	+18%	+$1.93M	0.03%	483
2018 Q1	$10.6M	Buy	256,849 +9,770	+4%	+$417K	0.03%	515
2017 Q4	$10.9M	Buy	247,079 +8,700	+4%	+$390K	0.03%	507
2017 Q3	$9.98M	Buy	238,379 +7,250	+3%	+$292K	0.03%	518
2017 Q2	$9.05M	Buy	231,129 +1,870	+0.8%	+$74K	0.03%	537
2017 Q1	$9.11M	Sell	229,259 -7,240	-3%	-$284K	0.03%	561
2016 Q4	$10.2M	Sell	236,499 -7,390	-3%	-$294K	0.03%	515
2016 Q3	$9.49M	Sell	243,889 -4,400	-2%	-$174K	0.03%	527
2016 Q2	$9.15M	Sell	248,289 -8,120	-3%	-$290K	0.03%	516
2016 Q1	$8.62M	Buy	256,409 +29,920	+13%	+$922K	0.03%	528
2015 Q4	$6.45M	Hold	226,489	–	–	0.02%	610
2015 Q3	$7.12M	Sell	226,489 -7,520	-3%	-$248K	0.03%	573
2015 Q2	$8.43M	Buy	234,009 +3,100	+1%	+$110K	0.03%	565
2015 Q1	$8.49M	Buy	230,909 +12,900	+6%	+$484K	0.03%	550
2014 Q4	$8.58M	Hold	218,009	–	–	0.03%	539
2014 Q3	$8.04M	Buy	218,009 +2,600	+1%	+$99.5K	0.03%	535
2014 Q2	$8.16M	Hold	215,409	–	–	0.03%	532
2014 Q1	$7.72M	Hold	215,409	–	–	0.03%	547
2013 Q4	$8.24M	Buy	215,409 +9,100	+4%	+$348K	0.03%	520
2013 Q3	$7.58M	Buy	206,309 +5,040	+3%	+$178K	0.03%	508
2013 Q2	$7.38M	Buy	+201,269	New	+$7.21M	0.04%	492