Forvis Mazars Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
67,154
+1,714
| +3% | +$18.6K | 0.02% | 234 |
|
|
2025
Q1 | $656K | Sell |
65,440
-2,948
| -4% | -$29.6K | 0.02% | 246 |
|
|
2024
Q4 | $677K | Sell |
68,388
-50,095
| -42% | -$496K | 0.02% | 265 |
|
|
2024
Q3 | $1.25M | Buy |
118,483
+1,313
| +1% | +$13.9K | 0.03% | 206 |
|
|
2024
Q2 | $1.47M | Buy |
117,170
+1,262
| +1% | +$15.8K | 0.04% | 182 |
|
|
2024
Q1 | $1.54M | Sell |
115,908
-1,057
| -0.9% | -$14K | 0.04% | 182 |
|
|
2023
Q4 | $1.43M | Sell |
116,965
-2,210
| -2% | -$26.9K | 0.04% | 178 |
|
|
2023
Q3 | $1.48M | Buy |
119,175
+818
| +0.7% | +$10.2K | 0.04% | 177 |
|
|
2023
Q2 | $1.79M | Sell |
118,357
-55,834
| -32% | -$845K | 0.05% | 174 |
|
|
2023
Q1 | $2.19M | Sell |
174,191
-1,662
| -0.9% | -$20.9K | 0.07% | 140 |
|
|
2022
Q4 | $2.05M | Buy |
175,853
+271
| +0.2% | +$3.15K | 0.07% | 141 |
|
|
2022
Q3 | $1.97M | Buy |
175,582
+1,258
| +0.7% | +$14.1K | 0.08% | 139 |
|
|
2022
Q2 | $1.94M | Buy |
174,324
+55,726
| +47% | +$620K | 0.08% | 130 |
|
|
2022
Q1 | $2.01M | Buy |
118,598
+901
| +0.8% | +$15.2K | 0.09% | 109 |
|
|
2021
Q4 | $2.45M | Buy |
117,697
+4,890
| +4% | +$102K | 0.1% | 90 |
|
|
2021
Q3 | $1.6M | Sell |
112,807
-120
| -0.1% | -$1.7K | 0.07% | 111 |
|
|
2021
Q2 | $1.68M | Buy |
112,927
+46,291
| +69% | +$688K | 0.08% | 107 |
|
|
2021
Q1 | $816K | Sell |
66,636
-4,944
| -7% | -$60.5K | 0.04% | 142 |
|
|
2020
Q4 | $629K | Buy |
71,580
+8,736
| +14% | +$76.8K | 0.03% | 187 |
|
|
2020
Q3 | $419K | Sell |
62,844
-4,860
| -7% | -$32.4K | 0.02% | 223 |
|
|
2020
Q2 | $412K | Buy |
67,704
+4,993
| +8% | +$30.4K | 0.03% | 212 |
|
|
2020
Q1 | $303K | Buy |
62,711
+898
| +1% | +$4.34K | 0.02% | 226 |
|
|
2019
Q4 | $575K | Buy |
61,813
+1,593
| +3% | +$14.8K | 0.04% | 175 |
|
|
2019
Q3 | $552K | Sell |
60,220
-238
| -0.4% | -$2.18K | 0.04% | 162 |
|
|
2019
Q2 | $618K | Buy |
60,458
+4,660
| +8% | +$47.6K | 0.05% | 143 |
|
|
2019
Q1 | $490K | Buy |
55,798
+43,298
| +346% | +$380K | 0.04% | 166 |
|
|
2018
Q4 | $96K | Sell |
12,500
-4,471
| -26% | -$34.3K | 0.01% | 222 |
|
|
2018
Q3 | $157K | Sell |
16,971
-287,764
| -94% | -$2.66M | 0.01% | 228 |
|
|
2018
Q2 | $3.37M | Sell |
304,735
-215,588
| -41% | -$2.39M | 0.33% | 45 |
|
|
2018
Q1 | $5.77M | Sell |
520,323
-4,712
| -0.9% | -$52.2K | 0.58% | 21 |
|
|
2017
Q4 | $6.56M | Buy |
525,035
+523
| +0.1% | +$6.53K | 0.66% | 17 |
|
|
2017
Q3 | $6.28M | Sell |
524,512
-190,432
| -27% | -$2.28M | 0.69% | 16 |
|
|
2017
Q2 | $8M | Sell |
714,944
-198,524
| -22% | -$2.22M | 0.91% | 13 |
|
|
2017
Q1 | $10.6M | Sell |
913,468
-101,550
| -10% | -$1.18M | 1.3% | 9 |
|
|
2016
Q4 | $12.3M | Buy |
1,015,018
+1,326
| +0.1% | +$16.1K | 1.61% | 8 |
|
|
2016
Q3 | $12.2M | Buy |
1,013,692
+1,837
| +0.2% | +$22.2K | 1.7% | 8 |
|
|
2016
Q2 | $12.7M | Sell |
1,011,855
-796
| -0.1% | -$10K | 1.89% | 9 |
|
|
2016
Q1 | $13.7M | Sell |
1,012,651
-789
| -0.1% | -$10.7K | 2.18% | 11 |
|
|
2015
Q4 | $14.3M | Buy |
1,013,440
+292
| +0% | +$4.11K | 2.15% | 9 |
|
|
2015
Q3 | $13.7M | Sell |
1,013,148
-3,996
| -0.4% | -$54.2K | 2.42% | 9 |
|
|
2015
Q2 | $15.3M | Sell |
1,017,144
-3,333
| -0.3% | -$50K | 2.29% | 11 |
|
|
2015
Q1 | $16.5M | Sell |
1,020,477
-1,772
| -0.2% | -$28.6K | 2.39% | 10 |
|
|
2014
Q4 | $15.8M | Buy |
1,022,249
+3,996
| +0.4% | +$61.9K | 2.59% | 9 |
|
|
2014
Q3 | $15.1M | Buy |
1,018,253
+498
| +0% | +$7.37K | 2.6% | 10 |
|
|
2014
Q2 | $17.5M | Sell |
1,017,755
-8,459
| -0.8% | -$146K | 2.99% | 9 |
|
|
2014
Q1 | $16M | Buy |
1,026,214
+2,720
| +0.3% | +$42.4K | 2.83% | 10 |
|
|
2013
Q4 | $15.8M | Sell |
1,023,494
-2
| -0% | -$31 | 2.92% | 10 |
|
|
2013
Q3 | $17.3M | Buy |
1,023,496
+7,294
| +0.7% | +$123K | 3.54% | 8 |
|
|
2013
Q2 | $15.7M | Buy |
+1,016,202
| New | +$15.7M | 12.45% | 1 |
|