Carson Wealth (CWM LLC)’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
160,409
-6,029
| -4% | -$65.4K | 0.01% | 999 |
|
|
2025
Q1 | $1.67M | Sell |
166,438
-6,877
| -4% | -$69K | 0.01% | 891 |
|
|
2024
Q4 | $1.72M | Buy |
173,315
+9,184
| +6% | +$90.9K | 0.01% | 842 |
|
|
2024
Q3 | $1.73M | Sell |
164,131
-28,951
| -15% | -$306K | 0.01% | 763 |
|
|
2024
Q2 | $2.42M | Sell |
193,082
-10,954
| -5% | -$137K | 0.01% | 588 |
|
|
2024
Q1 | $2.71M | Buy |
204,036
+53,484
| +36% | +$710K | 0.01% | 545 |
|
|
2023
Q4 | $1.84M | Sell |
150,552
-3,419
| -2% | -$41.7K | 0.01% | 594 |
|
|
2023
Q3 | $1.91M | Buy |
153,971
+990
| +0.6% | +$12.3K | 0.01% | 553 |
|
|
2023
Q2 | $2.32M | Sell |
152,981
-12,192
| -7% | -$184K | 0.01% | 488 |
|
|
2023
Q1 | $2.08M | Sell |
165,173
-27,135
| -14% | -$342K | 0.01% | 468 |
|
|
2022
Q4 | $2.24M | Buy |
192,308
+33,601
| +21% | +$391K | 0.02% | 430 |
|
|
2022
Q3 | $1.78M | Buy |
158,707
+16,057
| +11% | +$180K | 0.01% | 433 |
|
|
2022
Q2 | $1.59M | Buy |
142,650
+1,354
| +1% | +$15.1K | 0.01% | 442 |
|
|
2022
Q1 | $2.39M | Buy |
141,296
+15,204
| +12% | +$257K | 0.02% | 380 |
|
|
2021
Q4 | $2.62M | Buy |
+126,092
| New | +$2.62M | 0.02% | 382 |
|
|
2021
Q2 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2021
Q1 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2020
Q4 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2020
Q3 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2020
Q2 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2020
Q1 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2019
Q4 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2019
Q3 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2019
Q2 | $1.19M | Hold |
79,783
| – | – | 0.01% | 540 |
|
|
2019
Q1 | $1.19M | Buy |
79,783
+64,051
| +407% | +$952K | 0.01% | 540 |
|
|
2018
Q4 | $120K | Sell |
15,732
-4,057
| -21% | -$30.9K | ﹤0.01% | 692 |
|
|
2018
Q3 | $183K | Buy |
19,789
+7,141
| +56% | +$66K | ﹤0.01% | 526 |
|
|
2018
Q2 | $140K | Sell |
12,648
-2,726
| -18% | -$30.2K | ﹤0.01% | 472 |
|
|
2018
Q1 | $170K | Buy |
15,374
+500
| +3% | +$5.53K | 0.01% | 383 |
|
|
2017
Q4 | $186K | Hold |
14,874
| – | – | 0.01% | 353 |
|
|
2017
Q3 | $178K | Sell |
14,874
-1,490
| -9% | -$17.8K | 0.01% | 340 |
|
|
2017
Q2 | $183K | Sell |
16,364
-1,614
| -9% | -$18K | 0.01% | 314 |
|
|
2017
Q1 | $209K | Buy |
17,978
+2,351
| +15% | +$27.3K | 0.01% | 286 |
|
|
2016
Q4 | $190K | Buy |
15,627
+4,021
| +35% | +$48.9K | 0.01% | 272 |
|
|
2016
Q3 | $140K | Buy |
11,606
+4,200
| +57% | +$50.7K | 0.01% | 297 |
|
|
2016
Q2 | $93K | Sell |
7,406
-4,475
| -38% | -$56.2K | 0.01% | 310 |
|
|
2016
Q1 | $160K | Buy |
11,881
+9,781
| +466% | +$132K | 0.01% | 243 |
|
|
2015
Q4 | $30K | Sell |
2,100
-192
| -8% | -$2.74K | ﹤0.01% | 361 |
|
|
2015
Q3 | $31K | Buy |
+2,292
| New | +$31K | ﹤0.01% | 325 |
|
|
2014
Q1 | – | Sell |
-2,613
| Closed | -$40K | – | 244 |
|
|
2013
Q4 | $40K | Buy |
2,613
+311
| +14% | +$4.76K | 0.01% | 268 |
|
|
2013
Q3 | $39K | Buy |
+2,302
| New | +$39K | 0.01% | 202 |
|