Curated Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
25,231
-1,109
| -4% | -$12K | 0.03% | 135 |
|
|
2025
Q1 | $264K | Hold |
26,340
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $261K | Sell |
26,340
-206
| -0.8% | -$2.04K | 0.03% | 125 |
|
|
2024
Q3 | $280K | Hold |
26,546
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $333K | Buy |
+26,546
| New | +$333K | 0.05% | 99 |
|
|
2024
Q1 | – | Sell |
-25,231
| Closed | -$308K | – | 49 |
|
|
2023
Q4 | $308K | Sell |
25,231
-2,152
| -8% | -$26.2K | 0.05% | 114 |
|
|
2023
Q3 | $340K | Hold |
27,383
| – | – | 0.06% | 98 |
|
|
2023
Q2 | $414K | Hold |
27,383
| – | – | 0.08% | 79 |
|
|
2023
Q1 | $345K | Hold |
27,383
| – | – | 0.08% | 88 |
|
|
2022
Q4 | $318K | Buy |
27,383
+2,152
| +9% | +$25K | 0.08% | 89 |
|
|
2022
Q3 | $282K | Hold |
25,231
| – | – | 0.08% | 99 |
|
|
2022
Q2 | $280K | Hold |
25,231
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $525K | Hold |
25,231
| – | – | 0.18% | 72 |
|
|
2021
Q4 | $525K | Hold |
25,231
| – | – | 0.17% | 75 |
|
|
2021
Q3 | $357K | Hold |
25,231
| – | – | 0.2% | 101 |
|
|
2021
Q2 | $375K | Hold |
25,231
| – | – | 0.2% | 96 |
|
|
2021
Q1 | $309K | Hold |
25,231
| – | – | 0.19% | 105 |
|
|
2020
Q4 | $222K | Buy |
+25,231
| New | +$222K | 0.14% | 126 |
|