HCR Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,038
| Closed | -$226K | – | 231 |
|
|
2024
Q2 | $226K | Sell |
18,038
-663
| -4% | -$8.31K | 0.03% | 206 |
|
|
2024
Q1 | $248K | Sell |
18,701
-1,321
| -7% | -$17.5K | 0.04% | 188 |
|
|
2023
Q4 | $244K | Buy |
20,022
+1,948
| +11% | +$23.7K | 0.04% | 172 |
|
|
2023
Q3 | $224K | Sell |
18,074
-200
| -1% | -$2.48K | 0.05% | 152 |
|
|
2023
Q2 | $276K | Hold |
18,274
| – | – | 0.05% | 143 |
|
|
2023
Q1 | $230K | Hold |
18,274
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $213K | Sell |
18,274
-1,060
| -5% | -$12.3K | 0.04% | 161 |
|
|
2022
Q3 | $217K | Buy |
19,334
+151
| +0.8% | +$1.7K | 0.05% | 156 |
|
|
2022
Q2 | $214K | Sell |
19,183
-378
| -2% | -$4.22K | 0.04% | 162 |
|
|
2022
Q1 | $331K | Buy |
19,561
+403
| +2% | +$6.82K | 0.05% | 150 |
|
|
2021
Q4 | $398K | Hold |
19,158
| – | – | 0.06% | 151 |
|
|
2021
Q3 | $271K | Buy |
19,158
+200
| +1% | +$2.83K | 0.05% | 169 |
|
|
2021
Q2 | $282K | Sell |
18,958
-1,000
| -5% | -$14.9K | 0.05% | 162 |
|
|
2021
Q1 | $244K | Buy |
19,958
+1,440
| +8% | +$17.6K | 0.05% | 163 |
|
|
2020
Q4 | $163K | Buy |
18,518
+200
| +1% | +$1.76K | 0.03% | 177 |
|
|
2020
Q3 | $137K | Hold |
18,318
| – | – | 0.03% | 160 |
|
|
2020
Q2 | $111K | Hold |
18,318
| – | – | 0.03% | 157 |
|
|
2020
Q1 | $88K | Sell |
18,318
-3
| -0% | -$14 | 0.03% | 160 |
|
|
2019
Q4 | $170K | Buy |
+18,321
| New | +$170K | 0.04% | 153 |
|
|
2019
Q1 | – | Sell |
-15,966
| Closed | -$122K | – | 179 |
|
|
2018
Q4 | $122K | Buy |
+15,966
| New | +$122K | 0.04% | 153 |
|
|
2018
Q3 | – | Sell |
-18,187
| Closed | -$187K | – | 164 |
|
|
2018
Q2 | $187K | Buy |
18,187
+100
| +0.6% | +$1.03K | 0.06% | 162 |
|
|
2018
Q1 | $200K | Sell |
18,087
-825
| -4% | -$9.12K | 0.07% | 156 |
|
|
2017
Q4 | $236K | Buy |
18,912
+1,091
| +6% | +$13.6K | 0.08% | 149 |
|
|
2017
Q3 | $213K | Sell |
17,821
-3,419
| -16% | -$40.9K | 0.09% | 150 |
|
|
2017
Q2 | $238K | Buy |
21,240
+3,450
| +19% | +$38.7K | 0.12% | 118 |
|
|
2017
Q1 | $207K | Sell |
17,790
-587
| -3% | -$6.83K | 0.11% | 140 |
|
|
2016
Q4 | $223K | Buy |
+18,377
| New | +$223K | 0.12% | 129 |
|