Capital Advisors Wealth Management’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 |
-10,113
| Closed | -$100K | – | 185 |
|
|
2024
Q4 | $100K | Sell |
10,113
-4,732
| -32% | -$46.8K | 0.02% | 172 |
|
|
2024
Q3 | $157K | Sell |
14,845
-15,163
| -51% | -$160K | 0.03% | 164 |
|
|
2024
Q2 | $376K | Sell |
30,008
-9,716
| -24% | -$122K | 0.07% | 101 |
|
|
2024
Q1 | $528K | Sell |
39,724
-13,514
| -25% | -$179K | 0.11% | 84 |
|
|
2023
Q4 | $649K | Sell |
53,238
-11,494
| -18% | -$140K | 0.15% | 68 |
|
|
2023
Q3 | $804K | Sell |
64,732
-5,315
| -8% | -$66K | 0.21% | 61 |
|
|
2023
Q2 | $1.06M | Buy |
70,047
+1,776
| +3% | +$26.9K | 0.27% | 53 |
|
|
2023
Q1 | $860K | Buy |
68,271
+3,181
| +5% | +$40.1K | 0.24% | 61 |
|
|
2022
Q4 | $757K | Buy |
65,090
+6,932
| +12% | +$80.6K | 0.23% | 57 |
|
|
2022
Q3 | $651K | Buy |
58,158
+15,698
| +37% | +$176K | 0.22% | 56 |
|
|
2022
Q2 | $473K | Buy |
42,460
+12,867
| +43% | +$143K | 0.15% | 70 |
|
|
2022
Q1 | $500K | Buy |
29,593
+10,662
| +56% | +$180K | 0.15% | 69 |
|
|
2021
Q4 | $393K | Buy |
18,931
+1,718
| +10% | +$35.7K | 0.12% | 80 |
|
|
2021
Q3 | $244K | Buy |
17,213
+1,537
| +10% | +$21.8K | 0.09% | 90 |
|
|
2021
Q2 | $233K | Sell |
15,676
-44
| -0.3% | -$654 | 0.09% | 83 |
|
|
2021
Q1 | $193K | Buy |
+15,720
| New | +$193K | 0.08% | 90 |
|