GeoWealth 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
$85.1K Sell
7,843
-5,862
-43% -$63.6K ﹤0.01% 847
2025
Q1
$137K Sell
13,705
-16,414
-54% -$165K 0.01% 734
2024
Q4
$298K Buy
30,119
+3,230
+12% +$32K 0.01% 627
2024
Q3
$284K Sell
26,889
-5,693
-17% -$60.1K 0.01% 622
2024
Q2
$409K Sell
32,582
-5,732
-15% -$71.9K 0.02% 486
2024
Q1
$509K Buy
38,314
+16,628
+77% +$221K 0.02% 432
2023
Q4
$265K Buy
21,686
+6,079
+39% +$74.3K 0.02% 436
2023
Q3
$194K Sell
15,607
-189
-1% -$2.35K 0.02% 287
2023
Q2
$238K Buy
15,796
+314
+2% +$4.73K 0.03% 233
2023
Q1
$196K Sell
15,482
-2,872
-16% -$36.4K 0.02% 208
2022
Q4
$214K Buy
18,354
+229
+1% +$2.67K 0.02% 235
2022
Q3
$203K Sell
18,125
-1,509
-8% -$16.9K 0.02% 239
2022
Q2
$219K Sell
19,634
-2,029
-9% -$22.6K 0.03% 237
2022
Q1
$366K Sell
21,663
-7,231
-25% -$122K 0.03% 241
2021
Q4
$600K Buy
28,894
+364
+1% +$7.56K 0.05% 185
2021
Q3
$404K Sell
28,530
-336
-1% -$4.76K 0.03% 240
2021
Q2
$428K Buy
+28,866
New +$428K 0.05% 161