Cassady Schiller Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.7K | Buy |
2,093
+281
| +16% | +$2.78K | 0.01% | 275 |
|
|
2024
Q3 | $19.1K | Sell |
1,812
-752
| -29% | -$7.94K | 0.01% | 276 |
|
|
2024
Q2 | $32.1K | Buy |
2,564
+3
| +0.1% | +$38 | 0.01% | 235 |
|
|
2024
Q1 | $34K | Buy |
2,561
+3
| +0.1% | +$40 | 0.02% | 239 |
|
|
2023
Q4 | $31.2K | Buy |
2,558
+3
| +0.1% | +$37 | 0.02% | 241 |
|
|
2023
Q3 | $31.7K | Buy |
2,555
+3
| +0.1% | +$37 | 0.02% | 229 |
|
|
2023
Q2 | $38.6K | Hold |
2,552
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $32.2K | Hold |
2,552
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $29.7K | Buy |
+2,552
| New | +$29.7K | 0.02% | 237 |
|
|
2022
Q1 | – | Sell |
-2,630
| Closed | -$55K | – | 276 |
|
|
2021
Q4 | $55K | Buy |
+2,630
| New | +$55K | 0.03% | 192 |
|