BerganKDV Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $88K | Sell |
5,819
-420
| -7% | -$6.36K | 0.01% | 312 |
|
|
2023
Q1 | $78.6K | Sell |
6,239
-5,060
| -45% | -$63.8K | 0.01% | 341 |
|
|
2022
Q4 | $131K | Buy |
11,299
+493
| +5% | +$5.73K | 0.01% | 276 |
|
|
2022
Q3 | $121K | Sell |
10,806
-630
| -6% | -$7.05K | 0.01% | 268 |
|
|
2022
Q2 | $127K | Buy |
11,436
+15
| +0.1% | +$167 | 0.01% | 282 |
|
|
2022
Q1 | $193K | Buy |
11,421
+609
| +6% | +$10.3K | 0.02% | 243 |
|
|
2021
Q4 | $225K | Buy |
10,812
+1,151
| +12% | +$24K | 0.02% | 253 |
|
|
2021
Q3 | $137K | Buy |
9,661
+7,023
| +266% | +$99.6K | 0.02% | 285 |
|
|
2021
Q2 | $39K | Hold |
2,638
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $32K | Sell |
2,638
-349
| -12% | -$4.23K | ﹤0.01% | 424 |
|
|
2020
Q4 | $26K | Sell |
2,987
-1,550
| -34% | -$13.5K | ﹤0.01% | 431 |
|
|
2020
Q3 | $30K | Hold |
4,537
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $28K | Sell |
4,537
-95
| -2% | -$586 | ﹤0.01% | 415 |
|
|
2020
Q1 | $22K | Buy |
4,632
+2,052
| +80% | +$9.75K | ﹤0.01% | 413 |
|
|
2019
Q4 | $24K | Buy |
2,580
+376
| +17% | +$3.5K | ﹤0.01% | 420 |
|
|
2019
Q3 | $20K | Buy |
2,204
+2
| +0.1% | +$18 | ﹤0.01% | 426 |
|
|
2019
Q2 | $23K | Sell |
2,202
-3,274
| -60% | -$34.2K | ﹤0.01% | 409 |
|
|
2019
Q1 | $48K | Buy |
5,476
+37
| +0.7% | +$324 | 0.01% | 343 |
|
|
2018
Q4 | $42K | Buy |
5,439
+84
| +2% | +$649 | 0.01% | 320 |
|
|
2018
Q3 | $50K | Buy |
5,355
+34
| +0.6% | +$317 | 0.01% | 319 |
|
|
2018
Q2 | $59K | Buy |
+5,321
| New | +$59K | 0.01% | 300 |
|