CWS
Cypress Wealth Services’s Ford F Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $622K | Sell |
57,313
-323
| -0.6% | -$3.51K | 0.11% | 145 |
|
2025
Q1 | $578K | Buy |
57,636
+1,338
| +2% | +$13.4K | 0.12% | 142 |
|
2024
Q4 | $557K | Sell |
56,298
-317
| -0.6% | -$3.14K | 0.11% | 140 |
|
2024
Q3 | $598K | Buy |
56,615
+389
| +0.7% | +$4.11K | 0.12% | 131 |
|
2024
Q2 | $705K | Buy |
56,226
+652
| +1% | +$8.18K | 0.16% | 105 |
|
2024
Q1 | $738K | Buy |
55,574
+32
| +0.1% | +$425 | 0.17% | 102 |
|
2023
Q4 | $677K | Sell |
55,542
-1,228
| -2% | -$15K | 0.17% | 105 |
|
2023
Q3 | $705K | Sell |
56,770
-2,333
| -4% | -$29K | 0.2% | 98 |
|
2023
Q2 | $833K | Sell |
59,103
-663
| -1% | -$9.34K | 0.22% | 89 |
|
2023
Q1 | $753K | Buy |
59,766
+65
| +0.1% | +$819 | 0.22% | 87 |
|
2022
Q4 | $694K | Buy |
59,701
+311
| +0.5% | +$3.62K | 0.22% | 91 |
|
2022
Q3 | $725K | Buy |
59,390
+232
| +0.4% | +$2.83K | 0.25% | 85 |
|
2022
Q2 | $658K | Buy |
59,158
+215
| +0.4% | +$2.39K | 0.21% | 91 |
|
2022
Q1 | $997K | Buy |
58,943
+47
| +0.1% | +$795 | 0.27% | 69 |
|
2021
Q4 | $1.22M | Buy |
58,896
+1,195
| +2% | +$24.8K | 0.33% | 67 |
|
2021
Q3 | $817K | Sell |
57,701
-4,855
| -8% | -$68.7K | 0.24% | 73 |
|
2021
Q2 | $930K | Sell |
62,556
-2,842
| -4% | -$42.3K | 0.25% | 75 |
|
2021
Q1 | $801K | Buy |
65,398
+2,578
| +4% | +$31.6K | 0.17% | 103 |
|
2020
Q4 | $552K | Buy |
+62,820
| New | +$552K | 0.12% | 138 |
|
2020
Q3 | – | Sell |
-62,770
| Closed | -$382K | – | 62 |
|
2020
Q2 | $382K | Sell |
62,770
-3,121
| -5% | -$19K | 0.09% | 174 |
|
2020
Q1 | $318K | Buy |
65,891
+3,899
| +6% | +$18.8K | 0.09% | 173 |
|
2019
Q4 | $577K | Sell |
61,992
-10,428
| -14% | -$97.1K | 0.15% | 122 |
|
2019
Q3 | $663K | Sell |
72,420
-311
| -0.4% | -$2.85K | 0.18% | 115 |
|
2019
Q2 | $744K | Buy |
72,731
+10,691
| +17% | +$109K | 0.21% | 109 |
|
2019
Q1 | $545K | Buy |
62,040
+37,965
| +158% | +$334K | 0.17% | 115 |
|
2018
Q4 | $184K | Sell |
24,075
-322
| -1% | -$2.46K | 0.07% | 205 |
|
2018
Q3 | $226K | Buy |
24,397
+1,382
| +6% | +$12.8K | 0.08% | 195 |
|
2018
Q2 | $255K | Buy |
23,015
+239
| +1% | +$2.65K | 0.1% | 181 |
|
2018
Q1 | $252K | Buy |
22,776
+2,424
| +12% | +$26.8K | 0.11% | 153 |
|
2017
Q4 | $254K | Buy |
+20,352
| New | +$254K | 0.11% | 165 |
|