HWM
Horizon Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,208
| Closed | -$149K | – | 91 |
|
|
2023
Q4 | $149K | Buy |
12,208
+312
| +3% | +$3.8K | 0.04% | 77 |
|
|
2023
Q3 | $148K | Sell |
11,896
-37
| -0.3% | -$460 | 0.06% | 73 |
|
|
2023
Q2 | $181K | Sell |
11,933
-200,005
| -94% | -$3.03M | 0.07% | 77 |
|
|
2023
Q1 | $2.67M | Sell |
211,938
-104,173
| -33% | -$1.31M | 2% | 12 |
|
|
2022
Q4 | $3.68M | Sell |
316,111
-16,089
| -5% | -$187K | 3% | 9 |
|
|
2022
Q3 | $3.72M | Sell |
332,200
-111,681
| -25% | -$1.25M | 2.73% | 11 |
|
|
2022
Q2 | $4.94M | Sell |
443,881
-369,141
| -45% | -$4.11M | 2.05% | 16 |
|
|
2022
Q1 | $13.7M | Buy |
813,022
+179,521
| +28% | +$3.04M | 4.27% | 6 |
|
|
2021
Q4 | $13.2M | Buy |
+633,501
| New | +$13.2M | 3.84% | 6 |
|