Forum Financial Management, LP MANAGER DIRECTED PORTFOLIOS Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Number of Shares
1,216,550
Previous 1,199,559 1.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
16,991 Added 1.42%
1,216,550 $0
Q1 2025

May 02, 2025
BUY
N/A
45,543 Added 3.95%
1,199,559 $0
Q4 2024

Feb 13, 2025
BUY
N/A
1,134,245 Added 5736.91%
1,154,016 $0
Q3 2024

Oct 29, 2024
SELL
N/A
-2,047 Reduced 9.38%
19,771 $0
Q2 2024

Jul 30, 2024
BUY
N/A
2,671 Added 13.95%
21,818 $0
Q1 2024

May 09, 2024
SELL
N/A
-2,441 Reduced 11.31%
19,147 $0
Q4 2023

Feb 07, 2024
BUY
N/A
21,588 New
21,588 $0
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