EWS
Evergreen Wealth Solutions’s Ford F Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $414K | Sell |
38,126
-2,209
| -5% | -$24K | 0.25% | 71 |
|
2025
Q1 | $405K | Sell |
40,335
-208
| -0.5% | -$2.09K | 0.27% | 67 |
|
2024
Q4 | $401K | Buy |
40,543
+1,325
| +3% | +$13.1K | 0.28% | 63 |
|
2024
Q3 | $414K | Sell |
39,218
-14,468
| -27% | -$153K | 0.28% | 70 |
|
2024
Q2 | $673K | Buy |
53,686
+9,310
| +21% | +$117K | 0.48% | 42 |
|
2024
Q1 | $589K | Sell |
44,376
-4,933
| -10% | -$65.5K | 0.44% | 51 |
|
2023
Q4 | $601K | Buy |
49,309
+1,076
| +2% | +$13.1K | 0.51% | 46 |
|
2023
Q3 | $599K | Buy |
48,233
+5,395
| +13% | +$67K | 0.6% | 46 |
|
2023
Q2 | $648K | Sell |
42,838
-2,170
| -5% | -$32.8K | 0.65% | 44 |
|
2023
Q1 | $567K | Buy |
45,008
+499
| +1% | +$6.29K | 0.66% | 49 |
|
2022
Q4 | $518K | Buy |
44,509
+3,841
| +9% | +$44.7K | 0.68% | 44 |
|
2022
Q3 | $455K | Buy |
40,668
+5,262
| +15% | +$58.9K | 0.65% | 49 |
|
2022
Q2 | $394K | Buy |
+35,406
| New | +$394K | 0.48% | 64 |
|