Carolina Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
491,362
-10,621
| -2% | -$115K | 2.63% | 14 |
|
|
2025
Q1 | $5.03M | Sell |
501,983
-38,398
| -7% | -$385K | 2.72% | 13 |
|
|
2024
Q4 | $5.35M | Sell |
540,381
-8,178
| -1% | -$81K | 2.88% | 14 |
|
|
2024
Q3 | $5.79M | Sell |
548,559
-24,252
| -4% | -$256K | 2.95% | 12 |
|
|
2024
Q2 | $7.18M | Buy |
572,811
+492,370
| +612% | +$6.17M | 3.52% | 6 |
|
|
2024
Q1 | $1.07M | Buy |
80,441
+29,336
| +57% | +$390K | 0.58% | 23 |
|
|
2023
Q4 | $623K | Sell |
51,105
-651
| -1% | -$7.94K | 0.32% | 45 |
|
|
2023
Q3 | $643K | Buy |
51,756
+50,361
| +3,610% | +$625K | 0.36% | 32 |
|
|
2023
Q2 | $21.1K | Hold |
1,395
| – | – | 0.01% | 126 |
|
|
2023
Q1 | $17.6K | Hold |
1,395
| – | – | 0.01% | 136 |
|
|
2022
Q4 | $16K | Hold |
1,395
| – | – | 0.01% | 133 |
|
|
2022
Q3 | $16K | Hold |
1,395
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $16K | Hold |
1,395
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $24K | Hold |
1,395
| – | – | 0.02% | 149 |
|
|
2021
Q4 | $29K | Hold |
1,395
| – | – | 0.02% | 153 |
|
|
2021
Q3 | $20K | Hold |
1,395
| – | – | 0.01% | 159 |
|
|
2021
Q2 | $21K | Buy |
1,395
+135
| +11% | +$2.03K | 0.01% | 165 |
|
|
2021
Q1 | $15K | Hold |
1,260
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $11K | Hold |
1,260
| – | – | 0.01% | 141 |
|
|
2020
Q3 | $8K | Hold |
1,260
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $8K | Hold |
1,260
| – | – | 0.01% | 124 |
|
|
2020
Q1 | $6K | Hold |
1,260
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $12K | Buy |
+1,260
| New | +$12K | 0.01% | 122 |
|