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 |
|