Avantax Planning 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 | $885K | Buy |
81,569
+48,156
| +144% | +$522K | 0.03% | 200 |
|
|
2025
Q1 | $335K | Sell |
33,413
-4,727
| -12% | -$47.4K | 0.01% | 319 |
|
|
2024
Q4 | $378K | Sell |
38,140
-2,453
| -6% | -$24.3K | 0.01% | 293 |
|
|
2024
Q3 | $429K | Sell |
40,593
-23,245
| -36% | -$245K | 0.02% | 283 |
|
|
2024
Q2 | $801K | Buy |
63,838
+1,690
| +3% | +$21.2K | 0.03% | 226 |
|
|
2024
Q1 | $825K | Sell |
62,148
-60,897
| -49% | -$809K | 0.03% | 221 |
|
|
2023
Q4 | $1.5M | Buy |
123,045
+6,058
| +5% | +$73.8K | 0.06% | 140 |
|
|
2023
Q3 | $1.45M | Buy |
116,987
+74,045
| +172% | +$920K | 0.06% | 132 |
|
|
2023
Q2 | $650K | Sell |
42,942
-1,763
| -4% | -$26.7K | 0.03% | 210 |
|
|
2023
Q1 | $563K | Buy |
44,705
+4,069
| +10% | +$51.3K | 0.02% | 224 |
|
|
2022
Q4 | $473K | Buy |
40,636
+2,509
| +7% | +$29.2K | 0.02% | 238 |
|
|
2022
Q3 | $427K | Sell |
38,127
-7,254
| -16% | -$81.2K | 0.02% | 237 |
|
|
2022
Q2 | $505K | Buy |
45,381
+6,507
| +17% | +$72.4K | 0.02% | 216 |
|
|
2022
Q1 | $657K | Buy |
38,874
+7,188
| +23% | +$121K | 0.03% | 200 |
|
|
2021
Q4 | $658K | Buy |
31,686
+450
| +1% | +$9.35K | 0.03% | 191 |
|
|
2021
Q3 | $442K | Buy |
31,236
+550
| +2% | +$7.78K | 0.02% | 212 |
|
|
2021
Q2 | $456K | Buy |
30,686
+3,634
| +13% | +$54K | 0.02% | 212 |
|
|
2021
Q1 | $331K | Buy |
27,052
+2,954
| +12% | +$36.1K | 0.02% | 231 |
|
|
2020
Q4 | $212K | Sell |
24,098
-3,799
| -14% | -$33.4K | 0.01% | 266 |
|
|
2020
Q3 | $186K | Sell |
27,897
-6,242
| -18% | -$41.6K | 0.01% | 284 |
|
|
2020
Q2 | $208K | Sell |
34,139
-3,308
| -9% | -$20.2K | 0.01% | 261 |
|
|
2020
Q1 | $181K | Sell |
37,447
-1,486
| -4% | -$7.18K | 0.01% | 259 |
|
|
2019
Q4 | $362K | Sell |
38,933
-1,565
| -4% | -$14.6K | 0.02% | 208 |
|
|
2019
Q3 | $371K | Sell |
40,498
-10,607
| -21% | -$97.2K | 0.02% | 209 |
|
|
2019
Q2 | $521K | Buy |
51,105
+14,839
| +41% | +$151K | 0.03% | 166 |
|
|
2019
Q1 | $318K | Buy |
36,266
+4,366
| +14% | +$38.3K | 0.02% | 218 |
|
|
2018
Q4 | $244K | Buy |
31,900
+2,595
| +9% | +$19.8K | 0.02% | 226 |
|
|
2018
Q3 | $271K | Buy |
29,305
+336
| +1% | +$3.11K | 0.02% | 203 |
|
|
2018
Q2 | $321K | Sell |
28,969
-2,073
| -7% | -$23K | 0.03% | 176 |
|
|
2018
Q1 | $343K | Buy |
31,042
+311
| +1% | +$3.44K | 0.03% | 209 |
|
|
2017
Q4 | $384K | Sell |
30,731
-6,846
| -18% | -$85.5K | 0.04% | 197 |
|
|
2017
Q3 | $450K | Buy |
37,577
+3,648
| +11% | +$43.7K | 0.04% | 217 |
|
|
2017
Q2 | $380K | Sell |
33,929
-1,292
| -4% | -$14.5K | 0.03% | 224 |
|
|
2017
Q1 | $410K | Buy |
35,221
+1,765
| +5% | +$20.5K | 0.04% | 204 |
|
|
2016
Q4 | $406K | Buy |
+33,456
| New | +$406K | 0.04% | 190 |
|