Avitas 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
Q4 | $1.19M | Buy |
120,083
+793
| +0.7% | +$7.85K | 0.16% | 128 |
|
|
2024
Q3 | $1.26M | Buy |
119,290
+1,612
| +1% | +$17K | 0.18% | 128 |
|
|
2024
Q2 | $1.48M | Buy |
117,678
+97
| +0.1% | +$1.22K | 0.22% | 110 |
|
|
2024
Q1 | $1.56M | Sell |
117,581
-56,845
| -33% | -$755K | 0.24% | 112 |
|
|
2023
Q4 | $2.13M | Buy |
+174,426
| New | +$2.13M | 0.36% | 82 |
|
|
2023
Q1 | – | Sell |
-76,406
| Closed | -$889K | – | 204 |
|
|
2022
Q4 | $889K | Buy |
+76,406
| New | +$889K | 0.19% | 119 |
|
|
2022
Q2 | – | Sell |
-216,165
| Closed | -$3.66M | – | 204 |
|
|
2022
Q1 | $3.66M | Buy |
216,165
+3,895
| +2% | +$65.9K | 0.66% | 44 |
|
|
2021
Q4 | $4.41M | Buy |
212,270
+77,307
| +57% | +$1.61M | 0.74% | 53 |
|
|
2021
Q3 | $1.91M | Sell |
134,963
-32,816
| -20% | -$465K | 0.35% | 105 |
|
|
2021
Q2 | $2.49M | Buy |
+167,779
| New | +$2.49M | 0.44% | 91 |
|