First Personal Financial Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $116K | Sell |
11,000
-625
| -5% | -$6.6K | 0.02% | 152 |
|
|
2024
Q2 | $146K | Hold |
11,625
| – | – | 0.03% | 134 |
|
|
2024
Q1 | $154K | Hold |
11,625
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $142K | Hold |
11,625
| – | – | 0.03% | 133 |
|
|
2023
Q3 | $144K | Buy |
11,625
+125
| +1% | +$1.55K | 0.04% | 127 |
|
|
2023
Q2 | $174K | Hold |
11,500
| – | – | 0.04% | 118 |
|
|
2023
Q1 | $145K | Buy |
11,500
+500
| +5% | +$6.3K | 0.04% | 123 |
|
|
2022
Q4 | $128K | Sell |
11,000
-514
| -4% | -$5.98K | 0.03% | 138 |
|
|
2022
Q3 | $129K | Hold |
11,514
| – | – | 0.04% | 132 |
|
|
2022
Q2 | $128K | Hold |
11,514
| – | – | 0.04% | 124 |
|
|
2022
Q1 | $195K | Buy |
11,514
+200
| +2% | +$3.39K | 0.05% | 113 |
|
|
2021
Q4 | $235K | Buy |
11,314
+14
| +0.1% | +$291 | 0.05% | 109 |
|
|
2021
Q3 | $160K | Buy |
11,300
+50
| +0.4% | +$708 | 0.04% | 127 |
|
|
2021
Q2 | $167K | Buy |
11,250
+250
| +2% | +$3.71K | 0.04% | 128 |
|
|
2021
Q1 | $135K | Hold |
11,000
| – | – | 0.04% | 131 |
|
|
2020
Q4 | $97K | Hold |
11,000
| – | – | 0.03% | 145 |
|
|
2020
Q3 | $73K | Sell |
11,000
-109
| -1% | -$723 | 0.02% | 161 |
|
|
2020
Q2 | $68K | Hold |
11,109
| – | – | 0.02% | 166 |
|
|
2020
Q1 | $54K | Buy |
11,109
+10,804
| +3,542% | +$52.5K | 0.02% | 175 |
|
|
2019
Q4 | $3K | Hold |
305
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $3K | Hold |
305
| – | – | ﹤0.01% | 405 |
|
|
2019
Q2 | $3K | Buy |
305
+196
| +180% | +$1.93K | ﹤0.01% | 634 |
|
|
2019
Q1 | $1K | Hold |
109
| – | – | ﹤0.01% | 669 |
|
|
2018
Q4 | $1K | Hold |
109
| – | – | ﹤0.01% | 636 |
|
|
2018
Q3 | $1K | Sell |
109
-900
| -89% | -$8.26K | ﹤0.01% | 661 |
|
|
2018
Q2 | $11K | Hold |
1,009
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $11K | Hold |
1,009
| – | – | ﹤0.01% | 762 |
|
|
2017
Q4 | $13K | Buy |
1,009
+109
| +12% | +$1.4K | ﹤0.01% | 729 |
|
|
2017
Q3 | $11K | Sell |
900
-500
| -36% | -$6.11K | ﹤0.01% | 686 |
|
|
2017
Q2 | $16K | Sell |
1,400
-30
| -2% | -$343 | ﹤0.01% | 617 |
|
|
2017
Q1 | $17K | Buy |
1,430
+30
| +2% | +$357 | ﹤0.01% | 586 |
|
|
2016
Q4 | $17K | Hold |
1,400
| – | – | ﹤0.01% | 578 |
|
|
2016
Q3 | $17K | Sell |
1,400
-511
| -27% | -$6.21K | 0.01% | 463 |
|
|
2016
Q2 | $24K | Buy |
1,911
+261
| +16% | +$3.28K | 0.01% | 387 |
|
|
2016
Q1 | $22K | Hold |
1,650
| – | – | 0.01% | 229 |
|
|
2015
Q4 | $23K | Hold |
1,650
| – | – | 0.01% | 234 |
|
|
2015
Q3 | $23K | Hold |
1,650
| – | – | 0.01% | 220 |
|
|
2015
Q2 | $25K | Hold |
1,650
| – | – | 0.02% | 212 |
|
|
2015
Q1 | $27K | Hold |
1,650
| – | – | 0.02% | 205 |
|
|
2014
Q4 | $25K | Buy |
+1,650
| New | +$25K | 0.01% | 196 |
|