CWS
Confluence Wealth Services’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
11,419
| – | – | 0.01% | 356 |
|
|
2025
Q1 | $112K | Buy |
11,419
+223
| +2% | +$2.18K | 0.01% | 332 |
|
|
2024
Q4 | $114K | Buy |
11,196
+262
| +2% | +$2.66K | 0.01% | 331 |
|
|
2024
Q3 | $115K | Sell |
10,934
-4,137
| -27% | -$43.7K | 0.01% | 336 |
|
|
2024
Q2 | $189K | Buy |
15,071
+1,910
| +15% | +$24K | 0.02% | 356 |
|
|
2024
Q1 | $175K | Buy |
+13,161
| New | +$175K | 0.02% | 334 |
|
|
2022
Q4 | – | Sell |
-10,928
| Closed | -$122K | – | 238 |
|
|
2022
Q3 | $122K | Sell |
10,928
-7,446
| -41% | -$83.1K | 0.05% | 223 |
|
|
2022
Q2 | $290K | Buy |
18,374
+267
| +1% | +$4.21K | 0.13% | 200 |
|
|
2022
Q1 | $306K | Sell |
18,107
-6,099
| -25% | -$103K | 0.11% | 192 |
|
|
2021
Q4 | $502K | Buy |
+24,206
| New | +$502K | 0.16% | 141 |
|