Beese Fulmer Investment Management’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 |
-10,671
| Closed | -$130K | – | 228 |
|
|
2023
Q4 | $130K | Sell |
10,671
-1,900
| -15% | -$23.2K | 0.01% | 223 |
|
|
2023
Q3 | $156K | Sell |
12,571
-282
| -2% | -$3.5K | 0.02% | 212 |
|
|
2023
Q2 | $194K | Hold |
12,853
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $162K | Sell |
12,853
-3,153
| -20% | -$39.7K | 0.02% | 214 |
|
|
2022
Q4 | $186K | Sell |
16,006
-250
| -2% | -$2.91K | 0.02% | 216 |
|
|
2022
Q3 | $182K | Sell |
16,256
-4,970
| -23% | -$55.6K | 0.02% | 201 |
|
|
2022
Q2 | $236K | Sell |
21,226
-5,139
| -19% | -$57.1K | 0.03% | 198 |
|
|
2022
Q1 | $446K | Buy |
26,365
+1,214
| +5% | +$20.5K | 0.05% | 161 |
|
|
2021
Q4 | $522K | Buy |
25,151
+2,812
| +13% | +$58.4K | 0.05% | 157 |
|
|
2021
Q3 | $316K | Buy |
22,339
+7,273
| +48% | +$103K | 0.04% | 184 |
|
|
2021
Q2 | $224K | Sell |
15,066
-1,249
| -8% | -$18.6K | 0.03% | 206 |
|
|
2021
Q1 | $200K | Buy |
16,315
+2,500
| +18% | +$30.6K | 0.02% | 218 |
|
|
2020
Q4 | $121K | Buy |
13,815
+500
| +4% | +$4.38K | 0.02% | 208 |
|
|
2020
Q3 | $89K | Buy |
13,315
+2,815
| +27% | +$18.8K | 0.01% | 192 |
|
|
2020
Q2 | $64K | Sell |
10,500
-99
| -0.9% | -$603 | 0.01% | 294 |
|
|
2020
Q1 | $51K | Buy |
+10,599
| New | +$51K | 0.01% | 179 |
|
|
2019
Q4 | – | Sell |
-10,099
| Closed | -$93K | – | 206 |
|
|
2019
Q3 | $93K | Hold |
10,099
| – | – | 0.01% | 205 |
|
|
2019
Q2 | $103K | Buy |
+10,099
| New | +$103K | 0.02% | 179 |
|
|
2015
Q1 | – | Sell |
-11,399
| Closed | -$177K | – | 141 |
|
|
2014
Q4 | $177K | Sell |
11,399
-500
| -4% | -$7.76K | 0.06% | 146 |
|
|
2014
Q3 | $176K | Hold |
11,899
| – | – | 0.06% | 152 |
|
|
2014
Q2 | $205K | Hold |
11,899
| – | – | 0.07% | 147 |
|
|
2014
Q1 | $186K | Buy |
11,899
+900
| +8% | +$14.1K | 0.06% | 145 |
|
|
2013
Q4 | $170K | Hold |
10,999
| – | – | 0.06% | 145 |
|
|
2013
Q3 | $186K | Buy |
+10,999
| New | +$186K | 0.07% | 139 |
|