EWM
Empirical Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
20,345
+312
| +2% | +$3.39K | 0.01% | 611 |
|
|
2025
Q1 | $201K | Buy |
20,033
+1,598
| +9% | +$16K | 0.01% | 612 |
|
|
2024
Q4 | $183K | Sell |
18,435
-744
| -4% | -$7.37K | 0.01% | 582 |
|
|
2024
Q3 | $203K | Sell |
19,179
-30,121
| -61% | -$318K | 0.01% | 540 |
|
|
2024
Q2 | $618K | Sell |
49,300
-5,419
| -10% | -$68K | 0.02% | 318 |
|
|
2024
Q1 | $727K | Buy |
54,719
+4,308
| +9% | +$57.2K | 0.02% | 284 |
|
|
2023
Q4 | $615K | Sell |
50,411
-770
| -2% | -$9.39K | 0.02% | 296 |
|
|
2023
Q3 | $636K | Sell |
51,181
-17,437
| -25% | -$217K | 0.02% | 273 |
|
|
2023
Q2 | $1.04M | Sell |
68,618
-10,266
| -13% | -$155K | 0.04% | 221 |
|
|
2023
Q1 | $994K | Buy |
78,884
+3,970
| +5% | +$50K | 0.04% | 219 |
|
|
2022
Q4 | $871K | Sell |
74,914
-5,826
| -7% | -$67.8K | 0.04% | 226 |
|
|
2022
Q3 | $904K | Buy |
80,740
+40,383
| +100% | +$452K | 0.05% | 209 |
|
|
2022
Q2 | $449K | Sell |
40,357
-26,317
| -39% | -$293K | 0.02% | 317 |
|
|
2022
Q1 | $1.13M | Buy |
66,674
+27,280
| +69% | +$461K | 0.06% | 193 |
|
|
2021
Q4 | $818K | Buy |
39,394
+5,838
| +17% | +$121K | 0.04% | 252 |
|
|
2021
Q3 | $475K | Sell |
33,556
-5,102
| -13% | -$72.2K | 0.03% | 307 |
|
|
2021
Q2 | $574K | Buy |
+38,658
| New | +$574K | 0.03% | 276 |
|
|
2021
Q1 | – | Sell |
-10,545
| Closed | -$93K | – | 400 |
|
|
2020
Q4 | $93K | Sell |
10,545
-1,900
| -15% | -$16.8K | 0.01% | 350 |
|
|
2020
Q3 | $83K | Hold |
12,445
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $76K | Sell |
12,445
-990
| -7% | -$6.05K | 0.01% | 319 |
|
|
2020
Q1 | $65K | Buy |
13,435
+2,097
| +18% | +$10.1K | 0.01% | 305 |
|
|
2019
Q4 | $105K | Buy |
+11,338
| New | +$105K | 0.01% | 316 |
|
|
2019
Q3 | – | Sell |
-16,885
| Closed | -$173K | – | 286 |
|
|
2019
Q2 | $173K | Buy |
+16,885
| New | +$173K | 0.02% | 253 |
|