Appleton Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
27,135
| – | – | 0.02% | 226 |
|
|
2025
Q1 | $272K | Hold |
27,135
| – | – | 0.02% | 221 |
|
|
2024
Q4 | $269K | Sell |
27,135
-1,000
| -4% | -$9.91K | 0.02% | 226 |
|
|
2024
Q3 | $297K | Sell |
28,135
-5,500
| -16% | -$58.1K | 0.02% | 220 |
|
|
2024
Q2 | $422K | Sell |
33,635
-2,500
| -7% | -$31.4K | 0.03% | 189 |
|
|
2024
Q1 | $480K | Sell |
36,135
-3,855
| -10% | -$51.2K | 0.04% | 189 |
|
|
2023
Q4 | $487K | Sell |
39,990
-9,640
| -19% | -$117K | 0.04% | 193 |
|
|
2023
Q3 | $616K | Sell |
49,630
-44,846
| -47% | -$557K | 0.05% | 173 |
|
|
2023
Q2 | $1.43M | Sell |
94,476
-21,417
| -18% | -$324K | 0.12% | 123 |
|
|
2023
Q1 | $1.46M | Sell |
115,893
-13,028
| -10% | -$164K | 0.13% | 130 |
|
|
2022
Q4 | $1.5M | Buy |
128,921
+47,602
| +59% | +$553K | 0.14% | 128 |
|
|
2022
Q3 | $911K | Buy |
81,319
+10,174
| +14% | +$114K | 0.09% | 154 |
|
|
2022
Q2 | $792K | Buy |
71,145
+38,485
| +118% | +$428K | 0.07% | 164 |
|
|
2022
Q1 | $552K | Buy |
+32,660
| New | +$552K | 0.05% | 207 |
|
|
2015
Q1 | – | Sell |
-10,315
| Closed | -$160K | – | 187 |
|
|
2014
Q4 | $160K | Sell |
10,315
-2,832
| -22% | -$43.9K | 0.04% | 178 |
|
|
2014
Q3 | $194K | Buy |
13,147
+1,460
| +12% | +$21.5K | 0.05% | 181 |
|
|
2014
Q2 | $201K | Buy |
+11,687
| New | +$201K | 0.05% | 172 |
|