Institute for Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
47,474
-1,436
| -3% | -$15.6K | 0.06% | 307 |
|
|
2025
Q1 | $491K | Sell |
48,910
-8,049
| -14% | -$80.7K | 0.06% | 291 |
|
|
2024
Q4 | $564K | Sell |
56,959
-4,000
| -7% | -$39.6K | 0.07% | 264 |
|
|
2024
Q3 | $644K | Sell |
60,959
-186
| -0.3% | -$1.96K | 0.08% | 246 |
|
|
2024
Q2 | $767K | Buy |
61,145
+12
| +0% | +$150 | 0.1% | 206 |
|
|
2024
Q1 | $812K | Buy |
61,133
+104
| +0.2% | +$1.38K | 0.1% | 199 |
|
|
2023
Q4 | $744K | Sell |
61,029
-1,161
| -2% | -$14.2K | 0.12% | 199 |
|
|
2023
Q3 | $772K | Sell |
62,190
-4,441
| -7% | -$55.2K | 0.14% | 179 |
|
|
2023
Q2 | $1.01M | Buy |
66,631
+604
| +0.9% | +$9.14K | 0.17% | 139 |
|
|
2023
Q1 | $832K | Buy |
66,027
+2,569
| +4% | +$32.4K | 0.16% | 159 |
|
|
2022
Q4 | $738K | Sell |
63,458
-2,066
| -3% | -$24K | 0.16% | 181 |
|
|
2022
Q3 | $734K | Buy |
65,524
+410
| +0.6% | +$4.59K | 0.16% | 166 |
|
|
2022
Q2 | $725K | Sell |
65,114
-785
| -1% | -$8.74K | 0.14% | 178 |
|
|
2022
Q1 | $1.11M | Sell |
65,899
-711
| -1% | -$12K | 0.18% | 136 |
|
|
2021
Q4 | $1.38M | Sell |
66,610
-26
| -0% | -$540 | 0.23% | 113 |
|
|
2021
Q3 | $944K | Sell |
66,636
-1,528
| -2% | -$21.6K | 0.17% | 158 |
|
|
2021
Q2 | $1.01M | Buy |
68,164
+4,039
| +6% | +$60K | 0.18% | 148 |
|
|
2021
Q1 | $786K | Buy |
64,125
+5,573
| +10% | +$68.3K | 0.15% | 180 |
|
|
2020
Q4 | $515K | Buy |
58,552
+18,245
| +45% | +$160K | 0.1% | 244 |
|
|
2020
Q3 | $268K | Sell |
40,307
-17,331
| -30% | -$115K | 0.06% | 336 |
|
|
2020
Q2 | $350K | Sell |
57,638
-7,813
| -12% | -$47.4K | 0.09% | 299 |
|
|
2020
Q1 | $316K | Sell |
65,451
-2,361
| -3% | -$11.4K | 0.1% | 266 |
|
|
2019
Q4 | $631K | Sell |
67,812
-13,660
| -17% | -$127K | 0.14% | 212 |
|
|
2019
Q3 | $746K | Sell |
81,472
-4,042
| -5% | -$37K | 0.19% | 158 |
|
|
2019
Q2 | $875K | Sell |
85,514
-555
| -0.6% | -$5.68K | 0.19% | 151 |
|
|
2019
Q1 | $755K | Buy |
+86,069
| New | +$755K | 0.16% | 169 |
|
|
2018
Q4 | – | Sell |
-113,447
| Closed | -$1.06M | – | 286 |
|
|
2018
Q3 | $1.06M | Sell |
113,447
-75,983
| -40% | -$708K | 0.36% | 97 |
|
|
2018
Q2 | $2.09M | Buy |
189,430
+14,589
| +8% | +$161K | 0.67% | 41 |
|
|
2018
Q1 | $1.96M | Buy |
174,841
+35,787
| +26% | +$401K | 0.58% | 45 |
|
|
2017
Q4 | $1.63M | Buy |
139,054
+4,104
| +3% | +$48K | 0.38% | 79 |
|
|
2017
Q3 | $1.62M | Buy |
134,950
+24,588
| +22% | +$295K | 0.53% | 56 |
|
|
2017
Q2 | $1.23M | Buy |
+110,362
| New | +$1.23M | 0.34% | 81 |
|