Crestmont Private Wealth’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
11,071
-201
-2% -$2.18K 0.04% 82
2025
Q1
$113K Sell
11,272
-3,779
-25% -$37.9K 0.05% 76
2024
Q4
$149K Sell
15,051
-133
-0.9% -$1.32K 0.07% 75
2024
Q3
$160K Buy
15,184
+366
+2% +$3.87K 0.07% 117
2024
Q2
$186K Buy
+14,818
New +$186K 0.09% 84
2022
Q2
Sell
-69
Closed -$1K 30
2022
Q1
$1K Hold
69
﹤0.01% 51
2021
Q4
$1K Buy
+69
New +$1K ﹤0.01% 40