Badgley Phelps Wealth Managers’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,180
| Closed | -$209K | – | 268 |
|
|
2023
Q4 | $209K | Sell |
17,180
-382
| -2% | -$4.66K | 0.01% | 237 |
|
|
2023
Q3 | $218K | Buy |
17,562
+1,211
| +7% | +$15K | 0.01% | 217 |
|
|
2023
Q2 | $247K | Sell |
16,351
-570
| -3% | -$8.62K | 0.01% | 216 |
|
|
2023
Q1 | $213K | Buy |
+16,921
| New | +$213K | 0.01% | 198 |
|
|
2022
Q2 | – | Sell |
-15,102
| Closed | -$255K | – | 211 |
|
|
2022
Q1 | $255K | Buy |
15,102
+4,156
| +38% | +$70.2K | 0.01% | 186 |
|
|
2021
Q4 | $227K | Sell |
10,946
-5,008
| -31% | -$104K | 0.01% | 196 |
|
|
2021
Q3 | $226K | Buy |
+15,954
| New | +$226K | 0.01% | 197 |
|