Evermay Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Buy |
+1,000
| New | +$10.9K | ﹤0.01% | 440 |
|
|
2025
Q1 | – | Sell |
-531
| Closed | -$5.26K | – | 587 |
|
|
2024
Q4 | $5.26K | Buy |
531
+54
| +11% | +$535 | ﹤0.01% | 486 |
|
|
2024
Q3 | $5.03K | Buy |
477
+110
| +30% | +$1.16K | ﹤0.01% | 505 |
|
|
2024
Q2 | $4.6K | Buy |
367
+198
| +117% | +$2.48K | ﹤0.01% | 500 |
|
|
2024
Q1 | $2.24K | Sell |
169
-34
| -17% | -$450 | ﹤0.01% | 535 |
|
|
2023
Q4 | $2.47K | Buy |
203
+9
| +5% | +$110 | ﹤0.01% | 511 |
|
|
2023
Q3 | $2.41K | Hold |
194
| – | – | ﹤0.01% | 492 |
|
|
2023
Q2 | $2.93K | Hold |
194
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $2.44K | Sell |
194
-300
| -61% | -$3.77K | ﹤0.01% | 477 |
|
|
2022
Q4 | $5.74K | Buy |
494
+167
| +51% | +$1.94K | ﹤0.01% | 449 |
|
|
2022
Q3 | $4K | Buy |
327
+27
| +9% | +$330 | ﹤0.01% | 454 |
|
|
2022
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 436 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$1K | – | 483 |
|
|
2021
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 491 |
|
|
2019
Q4 | – | Sell |
-13,573
| Closed | -$124K | – | 163 |
|
|
2019
Q3 | $124K | Sell |
13,573
-116
| -0.8% | -$1.06K | 0.03% | 148 |
|
|
2019
Q2 | $140K | Buy |
+13,689
| New | +$140K | 0.04% | 145 |
|
|
2017
Q2 | – | Sell |
-53,686
| Closed | -$625K | – | 101 |
|
|
2017
Q1 | $625K | Buy |
53,686
+2
| +0% | +$23 | 0.28% | 32 |
|
|
2016
Q4 | $651K | Buy |
53,684
+2
| +0% | +$24 | 0.32% | 27 |
|
|
2016
Q3 | $648K | Buy |
53,682
+2
| +0% | +$24 | 0.33% | 26 |
|
|
2016
Q2 | $675K | Sell |
53,680
-11,107
| -17% | -$140K | 0.35% | 29 |
|
|
2016
Q1 | $875K | Sell |
64,787
-5,795
| -8% | -$78.3K | 0.49% | 25 |
|
|
2015
Q4 | $995K | Sell |
70,582
-3,070
| -4% | -$43.3K | 0.59% | 18 |
|
|
2015
Q3 | $999K | Buy |
73,652
+8,585
| +13% | +$116K | 0.6% | 18 |
|
|
2015
Q2 | $977K | Buy |
65,067
+1
| +0% | +$15 | 0.58% | 21 |
|
|
2015
Q1 | $1.05M | Buy |
65,066
+11,189
| +21% | +$181K | 0.62% | 20 |
|
|
2014
Q4 | $835K | Buy |
53,877
+3,771
| +8% | +$58.4K | 0.54% | 21 |
|
|
2014
Q3 | $741K | Buy |
50,106
+1
| +0% | +$15 | 0.64% | 23 |
|
|
2014
Q2 | $864K | Buy |
50,105
+1
| +0% | +$17 | 0.75% | 18 |
|
|
2014
Q1 | $782K | Sell |
50,104
-3,996
| -7% | -$62.4K | 0.83% | 18 |
|
|
2013
Q4 | $835K | Buy |
+54,100
| New | +$835K | 1.16% | 15 |
|