Glassman Wealth Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,449
| Closed | -$78.6K | – | 752 |
|
|
2023
Q4 | $78.6K | Sell |
6,449
-2,093
| -25% | -$25.5K | 0.01% | 339 |
|
|
2023
Q3 | $106K | Sell |
8,542
-111
| -1% | -$1.38K | 0.02% | 263 |
|
|
2023
Q2 | $131K | Buy |
8,653
+1,583
| +22% | +$24K | 0.02% | 226 |
|
|
2023
Q1 | $89.1K | Sell |
7,070
-1,630
| -19% | -$20.5K | 0.02% | 280 |
|
|
2022
Q4 | $101K | Buy |
8,700
+893
| +11% | +$10.4K | 0.02% | 268 |
|
|
2022
Q3 | $87K | Buy |
7,807
+1,192
| +18% | +$13.3K | 0.02% | 268 |
|
|
2022
Q2 | $74K | Buy |
6,615
+563
| +9% | +$6.3K | 0.02% | 313 |
|
|
2022
Q1 | $102K | Buy |
6,052
+1,207
| +25% | +$20.3K | 0.02% | 258 |
|
|
2021
Q4 | $101K | Buy |
4,845
+285
| +6% | +$5.94K | 0.02% | 243 |
|
|
2021
Q3 | $65K | Buy |
4,560
+884
| +24% | +$12.6K | 0.01% | 307 |
|
|
2021
Q2 | $55K | Sell |
3,676
-62,878
| -94% | -$941K | 0.01% | 331 |
|
|
2021
Q1 | $815K | Buy |
66,554
+300
| +0.5% | +$3.67K | 0.17% | 54 |
|
|
2020
Q4 | $582K | Buy |
66,254
+397
| +0.6% | +$3.49K | 0.13% | 67 |
|
|
2020
Q3 | $439K | Buy |
65,857
+600
| +0.9% | +$4K | 0.12% | 73 |
|
|
2020
Q2 | $397K | Buy |
65,257
+581
| +0.9% | +$3.54K | 0.12% | 79 |
|
|
2020
Q1 | $312K | Buy |
64,676
+32,694
| +102% | +$158K | 0.12% | 78 |
|
|
2019
Q4 | $297K | Buy |
31,982
+643
| +2% | +$5.97K | 0.11% | 94 |
|
|
2019
Q3 | $287K | Buy |
31,339
+412
| +1% | +$3.77K | 0.12% | 90 |
|
|
2019
Q2 | $316K | Buy |
30,927
+742
| +2% | +$7.58K | 0.13% | 82 |
|
|
2019
Q1 | $265K | Buy |
30,185
+1,131
| +4% | +$9.93K | 0.12% | 93 |
|
|
2018
Q4 | $222K | Buy |
29,054
+25,748
| +779% | +$197K | 0.12% | 92 |
|
|
2018
Q3 | $31K | Sell |
3,306
-309
| -9% | -$2.9K | 0.01% | 264 |
|
|
2018
Q2 | $40K | Buy |
3,615
+31
| +0.9% | +$343 | 0.02% | 211 |
|
|
2018
Q1 | $40K | Buy |
3,584
+216
| +6% | +$2.41K | 0.02% | 197 |
|
|
2017
Q4 | $42K | Buy |
3,368
+2,562
| +318% | +$31.9K | 0.03% | 175 |
|
|
2017
Q3 | $10K | Hold |
806
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $9K | Hold |
806
| – | – | 0.01% | 310 |
|
|
2017
Q1 | $9K | Hold |
806
| – | – | 0.01% | 358 |
|
|
2016
Q4 | $10K | Hold |
806
| – | – | 0.01% | 367 |
|
|
2016
Q3 | $10K | Hold |
806
| – | – | 0.01% | 301 |
|
|
2016
Q2 | $10K | Hold |
806
| – | – | 0.01% | 323 |
|
|
2016
Q1 | $11K | Hold |
806
| – | – | 0.01% | 294 |
|
|
2015
Q4 | $11K | Hold |
806
| – | – | 0.01% | 301 |
|
|
2015
Q3 | $11K | Hold |
806
| – | – | 0.01% | 291 |
|
|
2015
Q2 | $12K | Hold |
806
| – | – | 0.01% | 294 |
|
|
2015
Q1 | $13K | Sell |
806
-378
| -32% | -$6.1K | 0.01% | 282 |
|
|
2014
Q4 | $18K | Buy |
+1,184
| New | +$18K | 0.01% | 258 |
|