Heritage 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 | $177K | Buy |
16,276
+315
| +2% | +$3.42K | 0.01% | 213 |
|
|
2025
Q1 | $160K | Sell |
15,961
-317
| -2% | -$3.18K | 0.01% | 215 |
|
|
2024
Q4 | $161K | Sell |
16,278
-114
| -0.7% | -$1.13K | 0.01% | 221 |
|
|
2024
Q3 | $173K | Sell |
16,392
-1,910
| -10% | -$20.2K | 0.01% | 227 |
|
|
2024
Q2 | $230K | Buy |
18,302
+119
| +0.7% | +$1.49K | 0.01% | 192 |
|
|
2024
Q1 | $241K | Buy |
18,183
+247
| +1% | +$3.28K | 0.01% | 196 |
|
|
2023
Q4 | $219K | Buy |
17,936
+128
| +0.7% | +$1.56K | 0.01% | 207 |
|
|
2023
Q3 | $221K | Buy |
17,808
+111
| +0.6% | +$1.38K | 0.01% | 191 |
|
|
2023
Q2 | $268K | Buy |
17,697
+106
| +0.6% | +$1.6K | 0.01% | 181 |
|
|
2023
Q1 | $222K | Buy |
17,591
+546
| +3% | +$6.88K | 0.01% | 192 |
|
|
2022
Q4 | $198K | Buy |
17,045
+90
| +0.5% | +$1.05K | 0.01% | 210 |
|
|
2022
Q3 | $190K | Buy |
16,955
+379
| +2% | +$4.25K | 0.01% | 201 |
|
|
2022
Q2 | $184K | Buy |
16,576
+6,074
| +58% | +$67.4K | 0.01% | 205 |
|
|
2022
Q1 | $178K | Buy |
10,502
+2,345
| +29% | +$39.7K | 0.01% | 203 |
|
|
2021
Q4 | $169K | Buy |
8,157
+41
| +0.5% | +$849 | 0.01% | 216 |
|
|
2021
Q3 | $115K | Buy |
8,116
+5
| +0.1% | +$71 | 0.01% | 238 |
|
|
2021
Q2 | $121K | Buy |
8,111
+7,090
| +694% | +$105K | 0.01% | 240 |
|
|
2021
Q1 | $12.5K | Buy |
1,021
+1,000
| +4,762% | +$12.3K | ﹤0.01% | 456 |
|
|
2020
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 548 |
|