Executive Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $404K | Sell |
40,833
-3,942
| -9% | -$39K | 0.03% | 186 |
|
|
2024
Q3 | $473K | Buy |
+44,775
| New | +$473K | 0.04% | 177 |
|
|
2024
Q2 | – | Sell |
-48,726
| Closed | -$648K | – | 161 |
|
|
2024
Q1 | $648K | Buy |
48,726
+5,557
| +13% | +$73.9K | 0.06% | 134 |
|
|
2023
Q4 | $526K | Sell |
43,169
-3,030
| -7% | -$36.9K | 0.05% | 136 |
|
|
2023
Q3 | $574K | Sell |
46,199
-4
| -0% | -$50 | 0.06% | 135 |
|
|
2023
Q2 | $699K | Sell |
46,203
-862
| -2% | -$13K | 0.07% | 127 |
|
|
2023
Q1 | $593K | Buy |
47,065
+67
| +0.1% | +$844 | 0.07% | 130 |
|
|
2022
Q4 | $547K | Buy |
46,998
+46,452
| +8,508% | +$540K | 0.07% | 131 |
|
|
2022
Q3 | $546 | Sell |
546
-47,923
| -99% | -$47.9K | 0.08% | 122 |
|
|
2022
Q2 | $539K | Sell |
48,469
-3,017
| -6% | -$33.6K | 0.07% | 123 |
|
|
2022
Q1 | $870K | Buy |
51,486
+1,904
| +4% | +$32.2K | 0.09% | 122 |
|
|
2021
Q4 | $1.03M | Buy |
49,582
+4,017
| +9% | +$83.4K | 0.1% | 118 |
|
|
2021
Q3 | $645K | Sell |
45,565
-14,514
| -24% | -$205K | 0.07% | 124 |
|
|
2021
Q2 | $892K | Buy |
60,079
+4,538
| +8% | +$67.4K | 0.1% | 120 |
|
|
2021
Q1 | $680K | Buy |
55,541
+1,680
| +3% | +$20.6K | 0.08% | 123 |
|
|
2020
Q4 | $473K | Sell |
53,861
-7,047
| -12% | -$61.9K | 0.06% | 122 |
|
|
2020
Q3 | $405K | Buy |
60,908
+3,543
| +6% | +$23.6K | 0.06% | 116 |
|
|
2020
Q2 | $348K | Buy |
57,365
+2,741
| +5% | +$16.6K | 0.05% | 113 |
|
|
2020
Q1 | $263K | Buy |
54,624
+1,761
| +3% | +$8.48K | 0.05% | 107 |
|
|
2019
Q4 | $491K | Sell |
52,863
-3,424
| -6% | -$31.8K | 0.07% | 117 |
|
|
2019
Q3 | $515K | Sell |
56,287
-3,116
| -5% | -$28.5K | 0.08% | 102 |
|
|
2019
Q2 | $608K | Buy |
59,403
+8,086
| +16% | +$82.8K | 0.09% | 122 |
|
|
2019
Q1 | $451K | Sell |
51,317
-23,893
| -32% | -$210K | 0.08% | 114 |
|
|
2018
Q4 | $590K | Buy |
+75,210
| New | +$590K | 0.1% | 96 |
|