Beam Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,334
| Closed | -$231K | – | 104 |
|
|
2024
Q4 | $231K | Buy |
+23,334
| New | +$231K | 0.07% | 104 |
|
|
2024
Q2 | – | Sell |
-16,345
| Closed | -$217K | – | 110 |
|
|
2024
Q1 | $217K | Buy |
16,345
+4,202
| +35% | +$55.8K | 0.13% | 104 |
|
|
2023
Q4 | $148K | Sell |
12,143
-258
| -2% | -$3.15K | 0.09% | 102 |
|
|
2023
Q3 | $154K | Buy |
12,401
+640
| +5% | +$7.95K | 0.11% | 93 |
|
|
2023
Q2 | $178K | Buy |
+11,761
| New | +$178K | 0.12% | 102 |
|
|
2023
Q1 | – | Sell |
-10,007
| Closed | -$116K | – | 100 |
|
|
2022
Q4 | $116K | Buy |
10,007
+1
| +0% | +$12 | 0.12% | 102 |
|
|
2022
Q3 | $112K | Buy |
+10,006
| New | +$112K | 0.12% | 100 |
|
|
2020
Q1 | – | Sell |
-53,639
| Closed | -$499K | – | 150 |
|
|
2019
Q4 | $499K | Buy |
+53,639
| New | +$499K | 0.47% | 68 |
|