Edmonds Duncan Registered Investment Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $682K | Buy |
64,561
+2,226
| +4% | +$25.5K | 0.15% | 65 |
|
|
2024
Q2 | $782K | Sell |
62,335
-81
| -0.1% | -$1K | 0.19% | 58 |
|
|
2024
Q1 | $829K | Buy |
62,416
+442
| +0.7% | +$5.36K | 0.21% | 55 |
|
|
2023
Q4 | $755K | Buy |
61,974
+127
| +0.2% | +$1.41K | 0.2% | 56 |
|
|
2023
Q3 | $768K | Buy |
61,847
+199
| +0.3% | +$2.58K | 0.22% | 58 |
|
|
2023
Q2 | $933K | Buy |
61,648
+188
| +0.3% | +$2.38K | 0.28% | 51 |
|
|
2023
Q1 | $774K | Buy |
61,460
+975
| +2% | +$12.2K | 0.24% | 59 |
|
|
2022
Q4 | $703K | Buy |
60,485
+160
| +0.3% | +$2.06K | 0.23% | 62 |
|
|
2022
Q3 | $676K | Buy |
60,325
+531
| +0.9% | +$7.43K | 0.24% | 61 |
|
|
2022
Q2 | $666K | Sell |
59,794
-3,643
| -6% | -$49.9K | 0.23% | 63 |
|
|
2022
Q1 | $1.07M | Buy |
63,437
+3,832
| +6% | +$72.9K | 0.31% | 56 |
|
|
2021
Q4 | $1.34M | Buy |
59,605
+317
| +0.5% | +$5.83K | 0.35% | 51 |
|
|
2021
Q3 | $840K | Hold |
59,288
| – | – | 0.26% | 64 |
|
|
2021
Q2 | $881K | Hold |
59,288
| – | – | 0.27% | 64 |
|
|
2021
Q1 | $726K | Sell |
59,288
-1,800
| -3% | -$20.6K | 0.24% | 66 |
|
|
2020
Q4 | $698K | Sell |
61,088
-3,300
| -5% | -$27.6K | 0.23% | 70 |
|
|
2020
Q3 | $429K | Buy |
64,388
+2,500
| +4% | +$16.9K | 0.18% | 71 |
|
|
2020
Q2 | $376K | Hold |
61,888
| – | – | 0.16% | 82 |
|
|
2020
Q1 | $299K | Buy |
61,888
+10,146
| +20% | +$76K | 0.15% | 85 |
|
|
2019
Q4 | $481K | Buy |
51,742
+223
| +0.4% | +$2K | 0.2% | 74 |
|
|
2019
Q3 | $572K | Buy |
51,519
+17,039
| +49% | +$162K | 0.24% | 60 |
|
|
2019
Q2 | $350K | Buy |
34,480
+19,965
| +138% | +$197K | 0.14% | 78 |
|
|
2019
Q1 | $127K | Buy |
14,515
+500
| +4% | +$4.29K | 0.05% | 110 |
|
|
2018
Q4 | $107K | Sell |
14,015
-10,208
| -42% | -$91K | 0.05% | 112 |
|
|
2018
Q3 | $224K | Buy |
24,223
+1,000
| +4% | +$10K | 0.09% | 104 |
|
|
2018
Q2 | $257K | Hold |
23,223
| – | – | 0.11% | 96 |
|
|
2018
Q1 | $257K | Hold |
23,223
| – | – | 0.12% | 93 |
|
|
2017
Q4 | $290K | Hold |
23,223
| – | – | 0.13% | 88 |
|
|
2017
Q3 | $280K | Hold |
23,223
| – | – | 0.13% | 88 |
|
|
2017
Q2 | $260K | Hold |
23,223
| – | – | 0.15% | 81 |
|
|
2017
Q1 | $269K | Sell |
23,223
-619
| -3% | -$7.69K | 0.14% | 80 |
|
|
2016
Q4 | $289K | Sell |
23,842
-350
| -1% | -$4.25K | 0.17% | 79 |
|
|
2016
Q3 | $287K | Hold |
24,192
| – | – | 0.17% | 87 |
|
|
2016
Q2 | $298K | Hold |
24,192
| – | – | 0.18% | 80 |
|
|
2016
Q1 | $327K | Sell |
24,192
-1,000
| -4% | -$12.6K | 0.22% | 75 |
|
|
2015
Q4 | $355K | Buy |
+25,192
| New | +$365K | 0.24% | 70 |
|
Other funds holding F
Edmonds Duncan Registered Investment Advisors's F Position: Q3 2024 in Review
Edmonds Duncan Registered Investment Advisors increased its Ford (F) stake by 3.6% in Q3 2024, buying an estimated $25.5K and bringing the position to 64,561 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #65.
Edmonds Duncan Registered Investment Advisors first reported a position in F in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.34M in Q4 2021. 1,629 funds tracked by Wall St. Rank hold F as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors held 64,561 shares of Ford worth $682K as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors bought 2,226 Ford shares in Q3 2024, an estimated $25.5K.
- Ford made up 0.15% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #65 holding.
- Edmonds Duncan Registered Investment Advisors first reported a position in Ford in Q4 2015 and has held it in 36 quarters since.
- Edmonds Duncan Registered Investment Advisors's Ford position peaked at $1.34M in Q4 2021.
- 1,629 funds tracked by Wall St. Rank held Ford as of Q3 2024.
Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.