WCM
Wedge Capital Management’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-57,632
| Closed | -$984K | – | 506 |
|
|
2024
Q2 | $984K | Buy |
57,632
+11,472
| +25% | +$196K | 0.02% | 399 |
|
|
2024
Q1 | $995K | Buy |
46,160
+20,704
| +81% | +$446K | 0.02% | 402 |
|
|
2023
Q4 | $682K | Buy |
25,456
+593
| +2% | +$15.9K | 0.01% | 402 |
|
|
2023
Q3 | $719K | Sell |
24,863
-23,863
| -49% | -$690K | 0.01% | 377 |
|
|
2023
Q2 | $1.42M | Buy |
+48,726
| New | +$1.42M | 0.02% | 404 |
|
|
2018
Q4 | – | Sell |
-5,637
| Closed | -$259K | – | 568 |
|
|
2018
Q3 | $259K | Sell |
5,637
-241
| -4% | -$11.1K | ﹤0.01% | 538 |
|
|
2018
Q2 | $247K | Buy |
5,878
+828
| +16% | +$34.8K | ﹤0.01% | 544 |
|
|
2018
Q1 | $209K | Buy |
5,050
+53
| +1% | +$2.19K | ﹤0.01% | 570 |
|
|
2017
Q4 | $221K | Sell |
4,997
-51
| -1% | -$2.26K | ﹤0.01% | 567 |
|
|
2017
Q3 | $211K | Sell |
5,048
-1,029
| -17% | -$43K | ﹤0.01% | 562 |
|
|
2017
Q2 | $238K | Hold |
6,077
| – | – | ﹤0.01% | 542 |
|
|
2017
Q1 | $242K | Buy |
6,077
+1,030
| +20% | +$41K | ﹤0.01% | 530 |
|
|
2016
Q4 | $217K | Buy |
+5,047
| New | +$217K | ﹤0.01% | 547 |
|
|
2015
Q2 | – | Sell |
-6,075
| Closed | -$223K | – | 602 |
|
|
2015
Q1 | $223K | Buy |
+6,075
| New | +$223K | ﹤0.01% | 572 |
|