Congress 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
Q2 | $730K | Buy |
67,256
+6,224
| +10% | +$67.5K | 0.01% | 803 |
|
|
2025
Q1 | $615K | Buy |
+61,032
| New | +$615K | 0.01% | 756 |
|
|
2024
Q4 | – | Sell |
-16,405
| Closed | -$173K | – | 886 |
|
|
2024
Q3 | $173K | Sell |
16,405
-673
| -4% | -$7.11K | ﹤0.01% | 831 |
|
|
2024
Q2 | $214K | Sell |
17,078
-1,769
| -9% | -$22.2K | ﹤0.01% | 693 |
|
|
2024
Q1 | $250K | Sell |
18,847
-403
| -2% | -$5.35K | ﹤0.01% | 537 |
|
|
2023
Q4 | $235K | Buy |
+19,250
| New | +$235K | ﹤0.01% | 569 |
|
|
2023
Q1 | – | Sell |
-10,110
| Closed | -$118K | – | 562 |
|
|
2022
Q4 | $118K | Buy |
+10,110
| New | +$118K | ﹤0.01% | 550 |
|