Beacon Investment Advisors’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 |
-72,229
| Closed | -$763K | – | 155 |
|
|
2024
Q3 | $763K | Sell |
72,229
-1,435
| -2% | -$15.2K | 0.36% | 77 |
|
|
2024
Q2 | $924K | Sell |
73,664
-108
| -0.1% | -$1.35K | 0.47% | 66 |
|
|
2024
Q1 | $980K | Sell |
73,772
-2,013
| -3% | -$26.7K | 0.56% | 58 |
|
|
2023
Q4 | $924K | Sell |
75,785
-7,613
| -9% | -$92.8K | 0.59% | 55 |
|
|
2023
Q3 | $1.04M | Sell |
83,398
-1,675
| -2% | -$20.8K | 0.73% | 47 |
|
|
2023
Q2 | $1.29M | Sell |
85,073
-605
| -0.7% | -$9.15K | 0.88% | 37 |
|
|
2023
Q1 | $1.08M | Buy |
85,678
+3,534
| +4% | +$44.5K | 0.79% | 39 |
|
|
2022
Q4 | $955K | Buy |
+82,144
| New | +$955K | 0.8% | 43 |
|