Wells Fargo’s Forrester Research FORR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72.8K Sell
7,350
-2,490
-25% -$24.7K ﹤0.01% 4950
2025
Q1
$90.9K Buy
9,840
+2,960
+43% +$27.4K ﹤0.01% 4704
2024
Q4
$108K Buy
6,880
+1,497
+28% +$23.5K ﹤0.01% 4680
2024
Q3
$96.9K Buy
5,383
+65
+1% +$1.17K ﹤0.01% 4645
2024
Q2
$90.8K Buy
5,318
+1,738
+49% +$29.7K ﹤0.01% 4632
2024
Q1
$77.2K Buy
3,580
+490
+16% +$10.6K ﹤0.01% 4673
2023
Q4
$82.8K Buy
3,090
+659
+27% +$17.7K ﹤0.01% 4612
2023
Q3
$70.3K Sell
2,431
-3,192
-57% -$92.2K ﹤0.01% 4650
2023
Q2
$164K Buy
5,623
+2,697
+92% +$78.5K ﹤0.01% 4460
2023
Q1
$94.7K Buy
2,926
+2,343
+402% +$75.8K ﹤0.01% 4550
2022
Q4
$20.8K Sell
583
-431
-43% -$15.4K ﹤0.01% 4925
2022
Q3
$37K Sell
1,014
-106
-9% -$3.87K ﹤0.01% 4780
2022
Q2
$54K Sell
1,120
-9,035
-89% -$436K ﹤0.01% 4716
2022
Q1
$573K Buy
10,155
+2,947
+41% +$166K ﹤0.01% 4054
2021
Q4
$424K Buy
7,208
+7,086
+5,808% +$417K ﹤0.01% 4469
2021
Q3
$6K Sell
122
-962
-89% -$47.3K ﹤0.01% 5998
2021
Q2
$49K Sell
1,084
-2,803
-72% -$127K ﹤0.01% 5252
2021
Q1
$165K Sell
3,887
-19,636
-83% -$834K ﹤0.01% 4926
2020
Q4
$985K Buy
23,523
+14,529
+162% +$608K ﹤0.01% 3977
2020
Q3
$295K Sell
8,994
-3,774
-30% -$124K ﹤0.01% 4585
2020
Q2
$409K Sell
12,768
-22,362
-64% -$716K ﹤0.01% 4347
2020
Q1
$1.03M Sell
35,130
-17,477
-33% -$511K ﹤0.01% 3434
2019
Q4
$2.19M Sell
52,607
-16
-0% -$667 ﹤0.01% 3242
2019
Q3
$1.69M Buy
52,623
+16,596
+46% +$533K ﹤0.01% 3426
2019
Q2
$1.69M Buy
36,027
+2,693
+8% +$127K ﹤0.01% 3454
2019
Q1
$1.61M Sell
33,334
-2,192
-6% -$106K ﹤0.01% 3507
2018
Q4
$1.59M Buy
35,526
+1,478
+4% +$66.1K ﹤0.01% 3411
2018
Q3
$1.56M Buy
34,048
+2,025
+6% +$93K ﹤0.01% 3556
2018
Q2
$1.34M Buy
32,023
+284
+0.9% +$11.9K ﹤0.01% 3726
2018
Q1
$1.32M Sell
31,739
-35,860
-53% -$1.49M ﹤0.01% 3647
2017
Q4
$2.99M Sell
67,599
-12,023
-15% -$531K ﹤0.01% 3014
2017
Q3
$3.33M Sell
79,622
-4,110
-5% -$172K ﹤0.01% 2835
2017
Q2
$3.28M Sell
83,732
-11,663
-12% -$457K ﹤0.01% 2768
2017
Q1
$3.79M Buy
95,395
+4,853
+5% +$193K ﹤0.01% 2644
2016
Q4
$3.89M Buy
90,542
+87,063
+2,503% +$3.74M ﹤0.01% 2574
2016
Q3
$135K Buy
3,479
+600
+21% +$23.3K ﹤0.01% 4536
2016
Q2
$106K Sell
2,879
-629
-18% -$23.2K ﹤0.01% 4617
2016
Q1
$118K Buy
3,508
+593
+20% +$19.9K ﹤0.01% 4556
2015
Q4
$83K Sell
2,915
-33,736
-92% -$961K ﹤0.01% 4863
2015
Q3
$1.15M Sell
36,651
-3,013
-8% -$94.7K ﹤0.01% 3327
2015
Q2
$1.43M Buy
39,664
+6,448
+19% +$232K ﹤0.01% 3290
2015
Q1
$1.22M Buy
33,216
+1,123
+3% +$41.3K ﹤0.01% 3339
2014
Q4
$1.26M Buy
32,093
+326
+1% +$12.8K ﹤0.01% 3313
2014
Q3
$1.17M Buy
31,767
+1,927
+6% +$71K ﹤0.01% 3345
2014
Q2
$1.13M Buy
29,840
+1,405
+5% +$53.2K ﹤0.01% 3398
2014
Q1
$1.02M Buy
28,435
+1,067
+4% +$38.3K ﹤0.01% 3455
2013
Q4
$1.05M Buy
27,368
+5,841
+27% +$223K ﹤0.01% 3362
2013
Q3
$790K Sell
21,527
-4,484
-17% -$165K ﹤0.01% 3478
2013
Q2
$955K Buy
+26,011
New +$955K ﹤0.01% 3284