Wells Fargo’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 | $24.6K | Sell |
4,348
-8,494
| -66% | -$58.1K | ﹤0.01% | 5698 |
|
|
2025
Q4 | $104K | Buy |
12,842
+4,058
| +46% | +$31.9K | ﹤0.01% | 5374 |
|
|
2025
Q3 | $93.1K | Buy |
8,784
+1,434
| +20% | +$14.5K | ﹤0.01% | 5358 |
|
|
2025
Q2 | $72.8K | Sell |
7,350
-2,490
| -25% | -$24.8K | ﹤0.01% | 5363 |
|
|
2025
Q1 | $90.9K | Buy |
9,840
+2,960
| +43% | +$37.7K | ﹤0.01% | 5151 |
|
|
2024
Q4 | $108K | Buy |
6,880
+1,497
| +28% | +$24.1K | ﹤0.01% | 5168 |
|
|
2024
Q3 | $96.9K | Buy |
5,383
+65
| +1% | +$1.19K | ﹤0.01% | 5041 |
|
|
2024
Q2 | $90.8K | Buy |
5,318
+1,738
| +49% | +$31.9K | ﹤0.01% | 4992 |
|
|
2024
Q1 | $77.2K | Buy |
3,580
+490
| +16% | +$11.1K | ﹤0.01% | 5048 |
|
|
2023
Q4 | $82.8K | Buy |
3,090
+659
| +27% | +$17.2K | ﹤0.01% | 5022 |
|
|
2023
Q3 | $70.3K | Sell |
2,431
-3,192
| -57% | -$98.2K | ﹤0.01% | 4989 |
|
|
2023
Q2 | $164K | Buy |
5,623
+2,697
| +92% | +$80.2K | ﹤0.01% | 4712 |
|
|
2023
Q1 | $94.7K | Buy |
2,926
+2,343
| +402% | +$81.1K | ﹤0.01% | 4830 |
|
|
2022
Q4 | $20.8K | Sell |
583
-431
| -43% | -$15.8K | ﹤0.01% | 5243 |
|
|
2022
Q3 | $37K | Sell |
1,014
-106
| -9% | -$4.55K | ﹤0.01% | 5088 |
|
|
2022
Q2 | $54K | Sell |
1,120
-9,035
| -89% | -$468K | ﹤0.01% | 4985 |
|
|
2022
Q1 | $573K | Buy |
10,155
+2,947
| +41% | +$159K | ﹤0.01% | 4315 |
|
|
2021
Q4 | $424K | Buy |
7,208
+7,086
| +5,808% | +$394K | ﹤0.01% | 4791 |
|
|
2021
Q3 | $6K | Sell |
122
-962
| -89% | -$45.1K | ﹤0.01% | 6328 |
|
|
2021
Q2 | $49K | Sell |
1,084
-2,803
| -72% | -$121K | ﹤0.01% | 5565 |
|
|
2021
Q1 | $165K | Sell |
3,887
-19,636
| -83% | -$852K | ﹤0.01% | 5248 |
|
|
2020
Q4 | $985K | Buy |
23,523
+14,529
| +162% | +$581K | ﹤0.01% | 4043 |
|
|
2020
Q3 | $295K | Sell |
8,994
-3,774
| -30% | -$129K | ﹤0.01% | 4725 |
|
|
2020
Q2 | $409K | Sell |
12,768
-22,362
| -64% | -$710K | ﹤0.01% | 4473 |
|
|
2020
Q1 | $1.03M | Sell |
35,130
-17,477
| -33% | -$665K | ﹤0.01% | 3526 |
|
|
2019
Q4 | $2.19M | Sell |
52,607
-16
| -0% | -$597 | ﹤0.01% | 3274 |
|
|
2019
Q3 | $1.69M | Buy |
52,623
+16,596
| +46% | +$657K | ﹤0.01% | 3470 |
|
|
2019
Q2 | $1.69M | Buy |
36,027
+2,693
| +8% | +$130K | ﹤0.01% | 3499 |
|
|
2019
Q1 | $1.61M | Sell |
33,334
-2,192
| -6% | -$102K | ﹤0.01% | 3534 |
|
|
2018
Q4 | $1.59M | Buy |
35,526
+1,478
| +4% | +$63K | ﹤0.01% | 3463 |
|
|
2018
Q3 | $1.56M | Buy |
34,048
+2,025
| +6% | +$93.1K | ﹤0.01% | 3608 |
|
|
2018
Q2 | $1.34M | Buy |
32,023
+284
| +0.9% | +$12.2K | ﹤0.01% | 3778 |
|
|
2018
Q1 | $1.32M | Sell |
31,739
-35,860
| -53% | -$1.53M | ﹤0.01% | 3698 |
|
|
2017
Q4 | $2.99M | Sell |
67,599
-12,023
| -15% | -$539K | ﹤0.01% | 3046 |
|
|
2017
Q3 | $3.33M | Sell |
79,622
-4,110
| -5% | -$166K | ﹤0.01% | 2866 |
|
|
2017
Q2 | $3.28M | Sell |
83,732
-11,663
| -12% | -$461K | ﹤0.01% | 2794 |
|
|
2017
Q1 | $3.79M | Buy |
95,395
+4,853
| +5% | +$191K | ﹤0.01% | 2663 |
|
|
2016
Q4 | $3.89M | Buy |
90,542
+87,063
| +2,503% | +$3.46M | ﹤0.01% | 2598 |
|
|
2016
Q3 | $135K | Buy |
3,479
+600
| +21% | +$23.8K | ﹤0.01% | 4723 |
|
|
2016
Q2 | $106K | Sell |
2,879
-629
| -18% | -$22.4K | ﹤0.01% | 4788 |
|
|
2016
Q1 | $118K | Buy |
3,508
+593
| +20% | +$18.3K | ﹤0.01% | 4718 |
|
|
2015
Q4 | $83K | Sell |
2,915
-33,736
| -92% | -$1.05M | ﹤0.01% | 5051 |
|
|
2015
Q3 | $1.15M | Sell |
36,651
-3,013
| -8% | -$99.5K | ﹤0.01% | 3399 |
|
|
2015
Q2 | $1.43M | Buy |
39,664
+6,448
| +19% | +$228K | ﹤0.01% | 3327 |
|
|
2015
Q1 | $1.22M | Buy |
33,216
+1,123
| +3% | +$42.1K | ﹤0.01% | 3381 |
|
|
2014
Q4 | $1.26M | Buy |
32,093
+326
| +1% | +$12.9K | ﹤0.01% | 3357 |
|
|
2014
Q3 | $1.17M | Buy |
31,767
+1,927
| +6% | +$73.8K | ﹤0.01% | 3374 |
|
|
2014
Q2 | $1.13M | Buy |
29,840
+1,405
| +5% | +$51.4K | ﹤0.01% | 3435 |
|
|
2014
Q1 | $1.02M | Buy |
28,435
+1,067
| +4% | +$39.7K | ﹤0.01% | 3488 |
|
|
2013
Q4 | $1.05M | Buy |
27,368
+5,841
| +27% | +$223K | ﹤0.01% | 3382 |
|
|
2013
Q3 | $790K | Sell |
21,527
-4,484
| -17% | -$159K | ﹤0.01% | 3498 |
|
|
2013
Q2 | $955K | Buy |
+26,011
| New | +$932K | ﹤0.01% | 3295 |
|
Other funds holding FORR
PCM
PRCP
NCM
TCM
VCM
ACH
