Crestwood Advisors Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
10,151
-4,092
| -29% | -$44.4K | ﹤0.01% | 523 |
|
|
2025
Q1 | $143K | Buy |
14,243
+2,698
| +23% | +$27.1K | ﹤0.01% | 484 |
|
|
2024
Q4 | $114K | Sell |
11,545
-1,994
| -15% | -$19.7K | ﹤0.01% | 450 |
|
|
2024
Q3 | $143K | Sell |
13,539
-64,330
| -83% | -$679K | ﹤0.01% | 436 |
|
|
2024
Q2 | $976K | Buy |
77,869
+65,572
| +533% | +$822K | 0.02% | 222 |
|
|
2024
Q1 | $163K | Buy |
12,297
+1,343
| +12% | +$17.8K | ﹤0.01% | 411 |
|
|
2023
Q4 | $134K | Sell |
10,954
-12,311
| -53% | -$150K | ﹤0.01% | 396 |
|
|
2023
Q3 | $289K | Buy |
+23,265
| New | +$289K | 0.01% | 299 |
|
|
2023
Q2 | – | Sell |
-12,257
| Closed | -$154K | – | 259 |
|
|
2023
Q1 | $154K | Sell |
12,257
-4,149
| -25% | -$52.3K | 0.01% | 250 |
|
|
2022
Q4 | $191K | Sell |
16,406
-3,785
| -19% | -$44K | 0.01% | 253 |
|
|
2022
Q3 | $226K | Sell |
20,191
-2,999
| -13% | -$33.6K | 0.01% | 239 |
|
|
2022
Q2 | $258K | Sell |
23,190
-13,599
| -37% | -$151K | 0.01% | 231 |
|
|
2022
Q1 | $622K | Sell |
36,789
-24
| -0.1% | -$406 | 0.02% | 191 |
|
|
2021
Q4 | $765K | Buy |
36,813
+23,350
| +173% | +$485K | 0.02% | 179 |
|
|
2021
Q3 | $191K | Buy |
13,463
+2,200
| +20% | +$31.2K | 0.01% | 262 |
|
|
2021
Q2 | $167K | Buy |
11,263
+650
| +6% | +$9.64K | ﹤0.01% | 265 |
|
|
2021
Q1 | $130K | Buy |
10,613
+392
| +4% | +$4.8K | ﹤0.01% | 256 |
|
|
2020
Q4 | $90K | Sell |
10,221
-3,479
| -25% | -$30.6K | ﹤0.01% | 261 |
|
|
2020
Q3 | $91K | Buy |
13,700
+2,200
| +19% | +$14.6K | ﹤0.01% | 231 |
|
|
2020
Q2 | $70K | Hold |
11,500
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $56K | Hold |
11,500
| – | – | ﹤0.01% | 217 |
|
|
2019
Q4 | $107K | Hold |
11,500
| – | – | ﹤0.01% | 249 |
|
|
2019
Q3 | $105K | Hold |
11,500
| – | – | ﹤0.01% | 248 |
|
|
2019
Q2 | $118K | Hold |
11,500
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $101K | Hold |
11,500
| – | – | 0.01% | 172 |
|
|
2018
Q4 | $88K | Sell |
11,500
-1,400
| -11% | -$10.7K | 0.01% | 156 |
|
|
2018
Q3 | $119K | Sell |
12,900
-1,500
| -10% | -$13.8K | 0.01% | 165 |
|
|
2018
Q2 | $136K | Sell |
14,400
-2,000
| -12% | -$18.9K | 0.01% | 167 |
|
|
2018
Q1 | $182K | Hold |
16,400
| – | – | 0.01% | 165 |
|
|
2017
Q4 | $205K | Hold |
16,400
| – | – | 0.02% | 172 |
|
|
2017
Q3 | $196K | Hold |
16,400
| – | – | 0.02% | 149 |
|
|
2017
Q2 | $183K | Sell |
16,400
-1,100
| -6% | -$12.3K | 0.02% | 145 |
|
|
2017
Q1 | $191K | Sell |
17,500
-1,500
| -8% | -$16.4K | 0.02% | 140 |
|
|
2016
Q4 | $230K | Hold |
19,000
| – | – | 0.02% | 142 |
|
|
2016
Q3 | $229K | Hold |
19,000
| – | – | 0.03% | 118 |
|
|
2016
Q2 | $239K | Hold |
19,000
| – | – | 0.03% | 119 |
|
|
2016
Q1 | $256K | Hold |
19,000
| – | – | 0.03% | 116 |
|
|
2015
Q4 | $268K | Sell |
19,000
-246
| -1% | -$3.47K | 0.03% | 122 |
|
|
2015
Q3 | $261K | Sell |
19,246
-6,300
| -25% | -$85.4K | 0.03% | 120 |
|
|
2015
Q2 | $383K | Hold |
25,546
| – | – | 0.05% | 104 |
|
|
2015
Q1 | $412K | Hold |
25,546
| – | – | 0.06% | 91 |
|
|
2014
Q4 | $396K | Hold |
25,546
| – | – | 0.06% | 88 |
|
|
2014
Q3 | $378K | Buy |
25,546
+2,000
| +8% | +$29.6K | 0.06% | 85 |
|
|
2014
Q2 | $406K | Hold |
23,546
| – | – | 0.06% | 83 |
|
|
2014
Q1 | $367K | Buy |
23,546
+1,694
| +8% | +$26.4K | 0.06% | 87 |
|
|
2013
Q4 | $337K | Sell |
21,852
-848
| -4% | -$13.1K | 0.05% | 92 |
|
|
2013
Q3 | $383K | Buy |
22,700
+4,700
| +26% | +$79.3K | 0.07% | 85 |
|
|
2013
Q2 | $278K | Buy |
+18,000
| New | +$278K | 0.05% | 106 |
|