Baldwin Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,523
| Closed | -$16.1K | – | 504 |
|
|
2024
Q3 | $16.1K | Buy |
1,523
+138
| +10% | +$1.46K | ﹤0.01% | 727 |
|
|
2024
Q2 | $17.4K | Buy |
1,385
+22
| +2% | +$276 | ﹤0.01% | 483 |
|
|
2024
Q1 | $18.1K | Buy |
1,363
+4
| +0.3% | +$53 | ﹤0.01% | 500 |
|
|
2023
Q4 | $16.6K | Sell |
1,359
-595
| -30% | -$7.26K | ﹤0.01% | 525 |
|
|
2023
Q3 | $24.3K | Buy |
1,954
+4
| +0.2% | +$50 | ﹤0.01% | 491 |
|
|
2023
Q2 | $29.5K | Buy |
1,950
+200
| +11% | +$3.03K | ﹤0.01% | 488 |
|
|
2023
Q1 | $22.1K | Sell |
1,750
-475
| -21% | -$5.99K | ﹤0.01% | 533 |
|
|
2022
Q4 | $25.9K | Buy |
+2,225
| New | +$25.9K | ﹤0.01% | 510 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$11K | – | 491 |
|
|
2017
Q2 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 412 |
|
|
2016
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 423 |
|
|
2016
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 434 |
|
|
2016
Q2 | $13K | Sell |
1,000
-400
| -29% | -$5.2K | ﹤0.01% | 372 |
|
|
2016
Q1 | $19K | Buy |
+1,400
| New | +$19K | ﹤0.01% | 366 |
|
|
2013
Q4 | – | Sell |
-14,953
| Closed | -$252K | – | 246 |
|
|
2013
Q3 | $252K | Buy |
+14,953
| New | +$252K | 0.05% | 201 |
|