Holistic Planning’s Ford F Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$132K	Buy	12,121 +1,821	+18%	+$19.8K	0.04%	217
2025 Q1	$103K	Buy	+10,300	New	+$103K	0.04%	188
2024 Q4	–	Sell	-13,885	Closed	-$147K	–	176
2024 Q3	$147K	Buy	+13,885	New	+$147K	0.06%	154