BWM
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Bernard Wealth Management’s Ford F Stock Holding History

Bernard Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$99.6K Sell
9,175
-1,411
-13% -$15.3K 0.05% 89
2025
Q1 		$106K Buy
10,586
+98
+0.9% +$983 0.05% 81
2024
Q4 		$104K Buy
+10,488
New +$104K 0.05% 82