9258 Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $782K | Buy |
74,072
+2,718
| +4% | +$28.7K | 0.12% | 146 |
|
|
2024
Q2 | $895K | Sell |
71,354
-264
| -0.4% | -$3.31K | 0.14% | 130 |
|
|
2024
Q1 | $951K | Buy |
71,618
+3,580
| +5% | +$47.5K | 0.15% | 130 |
|
|
2023
Q4 | $829K | Buy |
68,038
+623
| +0.9% | +$7.59K | 0.15% | 133 |
|
|
2023
Q3 | $837K | Sell |
67,415
-19
| -0% | -$236 | 0.16% | 121 |
|
|
2023
Q2 | $1.02M | Buy |
67,434
+45
| +0.1% | +$681 | 0.19% | 99 |
|
|
2023
Q1 | $849K | Buy |
67,389
+326
| +0.5% | +$4.11K | 0.17% | 115 |
|
|
2022
Q4 | $780K | Buy |
67,063
+52
| +0.1% | +$605 | 0.17% | 118 |
|
|
2022
Q3 | $751K | Buy |
67,011
+46,211
| +222% | +$518K | 0.19% | 114 |
|
|
2022
Q2 | $232K | Sell |
20,800
-6,966
| -25% | -$77.7K | 0.06% | 292 |
|
|
2022
Q1 | $470K | Sell |
27,766
-1,873
| -6% | -$31.7K | 0.11% | 199 |
|
|
2021
Q4 | $616K | Buy |
29,639
+8,832
| +42% | +$184K | 0.14% | 158 |
|
|
2021
Q3 | $295K | Buy |
20,807
+1,500
| +8% | +$21.3K | 0.08% | 263 |
|
|
2021
Q2 | $287K | Hold |
19,307
| – | – | 0.08% | 271 |
|
|
2021
Q1 | $237K | Buy |
19,307
+550
| +3% | +$6.75K | 0.07% | 278 |
|
|
2020
Q4 | $165K | Buy |
18,757
+1,106
| +6% | +$9.73K | 0.05% | 295 |
|
|
2020
Q3 | $136K | Buy |
17,651
+1,119
| +7% | +$8.62K | 0.05% | 281 |
|
|
2020
Q2 | $101K | Hold |
16,532
| – | – | 0.04% | 272 |
|
|
2020
Q1 | $85K | Sell |
16,532
-10,702
| -39% | -$55K | 0.04% | 262 |
|
|
2019
Q4 | $253K | Buy |
+27,234
| New | +$253K | 0.09% | 238 |
|