Brown, Lisle/Cummings’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
25,457
+250
| +1% | +$2.71K | 0.07% | 188 |
|
|
2025
Q1 | $253K | Sell |
25,207
-5,000
| -17% | -$50.2K | 0.07% | 188 |
|
|
2024
Q4 | $299K | Buy |
30,207
+2,500
| +9% | +$24.8K | 0.09% | 182 |
|
|
2024
Q3 | $293K | Buy |
27,707
+600
| +2% | +$6.34K | 0.09% | 177 |
|
|
2024
Q2 | $340K | Buy |
27,107
+566
| +2% | +$7.1K | 0.11% | 165 |
|
|
2024
Q1 | $352K | Hold |
26,541
| – | – | 0.12% | 158 |
|
|
2023
Q4 | $324K | Sell |
26,541
-6,600
| -20% | -$80.5K | 0.12% | 158 |
|
|
2023
Q3 | $412K | Sell |
33,141
-2,100
| -6% | -$26.1K | 0.19% | 115 |
|
|
2023
Q2 | $533K | Hold |
35,241
| – | – | 0.24% | 96 |
|
|
2023
Q1 | $444K | Buy |
35,241
+19,000
| +117% | +$239K | 0.23% | 109 |
|
|
2022
Q4 | $189K | Buy |
16,241
+657
| +4% | +$7.64K | 0.1% | 165 |
|
|
2022
Q3 | $175K | Hold |
15,584
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $173K | Sell |
15,584
-121
| -0.8% | -$1.35K | 0.1% | 167 |
|
|
2022
Q1 | $266K | Sell |
15,705
-1,875
| -11% | -$31.7K | 0.13% | 147 |
|
|
2021
Q4 | $365K | Buy |
+17,580
| New | +$365K | 0.18% | 118 |
|