EWA
EP Wealth Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
68,734
+11,337
| +20% | +$123K | ﹤0.01% | 643 |
|
|
2025
Q1 | $576K | Sell |
57,397
-3,331
| -5% | -$33.4K | ﹤0.01% | 653 |
|
|
2024
Q4 | $601K | Sell |
60,728
-24,467
| -29% | -$242K | ﹤0.01% | 638 |
|
|
2024
Q3 | $900K | Buy |
85,195
+11,011
| +15% | +$116K | 0.01% | 522 |
|
|
2024
Q2 | $930K | Sell |
74,184
-1,948
| -3% | -$24.4K | 0.01% | 405 |
|
|
2024
Q1 | $1.01M | Buy |
76,132
+5,467
| +8% | +$72.6K | 0.01% | 373 |
|
|
2023
Q4 | $861K | Sell |
70,665
-19,752
| -22% | -$241K | 0.01% | 392 |
|
|
2023
Q3 | $1.12M | Buy |
90,417
+53,605
| +146% | +$666K | 0.02% | 310 |
|
|
2023
Q2 | $1.93M | Buy |
36,812
+28,746
| +356% | +$1.5M | 0.03% | 244 |
|
|
2023
Q1 | $1.31M | Sell |
8,066
-35,991
| -82% | -$5.86M | 0.02% | 272 |
|
|
2022
Q4 | $512K | Sell |
44,057
-5,985
| -12% | -$69.6K | 0.01% | 369 |
|
|
2022
Q3 | $560K | Sell |
50,042
-478
| -0.9% | -$5.35K | 0.01% | 274 |
|
|
2022
Q2 | $562K | Buy |
50,520
+14,090
| +39% | +$157K | 0.01% | 349 |
|
|
2022
Q1 | $616K | Sell |
36,430
-909
| -2% | -$15.4K | 0.01% | 339 |
|
|
2021
Q4 | $776K | Buy |
37,339
+7,852
| +27% | +$163K | 0.02% | 286 |
|
|
2021
Q3 | $418K | Buy |
29,487
+4,181
| +17% | +$59.3K | 0.01% | 364 |
|
|
2021
Q2 | $376K | Buy |
25,306
+3,639
| +17% | +$54.1K | 0.01% | 392 |
|
|
2021
Q1 | $265K | Buy |
21,667
+4,855
| +29% | +$59.4K | 0.01% | 424 |
|
|
2020
Q4 | $148K | Buy |
+16,812
| New | +$148K | 0.01% | 426 |
|
|
2020
Q3 | – | Sell |
-16,683
| Closed | -$101K | – | 360 |
|
|
2020
Q2 | $101K | Sell |
16,683
-2,005
| -11% | -$12.1K | ﹤0.01% | 362 |
|
|
2020
Q1 | $90K | Buy |
18,688
+4,185
| +29% | +$20.2K | ﹤0.01% | 355 |
|
|
2019
Q4 | $135K | Buy |
+14,503
| New | +$135K | 0.01% | 408 |
|
|
2018
Q4 | – | Sell |
-10,731
| Closed | -$99K | – | 275 |
|
|
2018
Q3 | $99K | Buy |
+10,731
| New | +$99K | 0.01% | 276 |
|
|
2016
Q2 | – | Sell |
-13,403
| Closed | -$181K | – | 135 |
|
|
2016
Q1 | $181K | Buy |
+13,403
| New | +$181K | 0.03% | 132 |
|
|
2014
Q1 | – | Sell |
-10,836
| Closed | -$167K | – | 118 |
|
|
2013
Q4 | $167K | Sell |
10,836
-5,411
| -33% | -$83.4K | 0.04% | 122 |
|
|
2013
Q3 | $274K | Buy |
+16,247
| New | +$274K | 0.09% | 83 |
|