Eads & Heald Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,630
| Closed | -$123K | – | 139 |
|
|
2024
Q3 | $123K | Buy |
+11,630
| New | +$123K | 0.06% | 144 |
|
|
2022
Q2 | – | Sell |
-19,321
| Closed | -$327K | – | 150 |
|
|
2022
Q1 | $327K | Sell |
19,321
-20,980
| -52% | -$355K | 0.15% | 126 |
|
|
2021
Q4 | $837K | Buy |
+40,301
| New | +$837K | 0.36% | 96 |
|
|
2019
Q1 | – | Sell |
-14,105
| Closed | -$108K | – | 128 |
|
|
2018
Q4 | $108K | Sell |
14,105
-1,560
| -10% | -$11.9K | 0.07% | 123 |
|
|
2018
Q3 | $145K | Sell |
15,665
-15,355
| -50% | -$142K | 0.08% | 127 |
|
|
2018
Q2 | $343K | Sell |
31,020
-380
| -1% | -$4.2K | 0.21% | 113 |
|
|
2018
Q1 | $348K | Buy |
31,400
+270
| +0.9% | +$2.99K | 0.22% | 114 |
|
|
2017
Q4 | $389K | Buy |
31,130
+18,770
| +152% | +$235K | 0.23% | 113 |
|
|
2017
Q3 | $148K | Sell |
12,360
-140
| -1% | -$1.68K | 0.09% | 130 |
|
|
2017
Q2 | $140K | Buy |
12,500
+2,270
| +22% | +$25.4K | 0.09% | 128 |
|
|
2017
Q1 | $119K | Sell |
10,230
-270
| -3% | -$3.14K | 0.08% | 128 |
|
|
2016
Q4 | $127K | Hold |
10,500
| – | – | 0.09% | 130 |
|
|
2016
Q3 | $127K | Buy |
10,500
+25
| +0.2% | +$302 | 0.09% | 128 |
|
|
2016
Q2 | $132K | Buy |
+10,475
| New | +$132K | 0.09% | 130 |
|