Integrated Wealth Concepts’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
165,443
-32,427
| -16% | -$352K | 0.02% | 651 |
|
|
2025
Q1 | $1.98M | Sell |
197,870
-17,401
| -8% | -$175K | 0.02% | 580 |
|
|
2024
Q4 | $2.13M | Sell |
215,271
-14,066
| -6% | -$139K | 0.02% | 536 |
|
|
2024
Q3 | $2.42M | Sell |
229,337
-1,059
| -0.5% | -$11.2K | 0.03% | 498 |
|
|
2024
Q2 | $2.89M | Sell |
230,396
-2,762
| -1% | -$34.6K | 0.04% | 397 |
|
|
2024
Q1 | $3.1M | Sell |
233,158
-12,849
| -5% | -$171K | 0.04% | 383 |
|
|
2023
Q4 | $3M | Sell |
246,007
-176,822
| -42% | -$2.16M | 0.05% | 349 |
|
|
2023
Q3 | $5.25M | Buy |
422,829
+16,367
| +4% | +$203K | 0.09% | 218 |
|
|
2023
Q2 | $6.15M | Buy |
406,462
+49,489
| +14% | +$749K | 0.11% | 203 |
|
|
2023
Q1 | $4.5M | Buy |
356,973
+161,169
| +82% | +$2.03M | 0.09% | 214 |
|
|
2022
Q4 | $2.28M | Buy |
195,804
+48,861
| +33% | +$568K | 0.06% | 291 |
|
|
2022
Q3 | $1.65M | Sell |
146,943
-7,309
| -5% | -$81.9K | 0.05% | 326 |
|
|
2022
Q2 | $1.72M | Sell |
154,252
-4,073
| -3% | -$45.3K | 0.05% | 315 |
|
|
2022
Q1 | $2.68M | Buy |
158,325
+40,791
| +35% | +$690K | 0.08% | 208 |
|
|
2021
Q4 | $2.44M | Buy |
117,534
+1,424
| +1% | +$29.6K | 0.07% | 222 |
|
|
2021
Q3 | $1.64M | Buy |
116,110
+40,360
| +53% | +$571K | 0.05% | 275 |
|
|
2021
Q2 | $1.13M | Buy |
75,750
+13,990
| +23% | +$208K | 0.04% | 330 |
|
|
2021
Q1 | $757K | Buy |
61,760
+4,533
| +8% | +$55.6K | 0.03% | 361 |
|
|
2020
Q4 | $503K | Buy |
57,227
+12,951
| +29% | +$114K | 0.02% | 411 |
|
|
2020
Q3 | $295K | Buy |
44,276
+20,058
| +83% | +$134K | 0.02% | 457 |
|
|
2020
Q2 | $147K | Sell |
24,218
-23,173
| -49% | -$141K | 0.01% | 499 |
|
|
2020
Q1 | $229K | Buy |
47,391
+7,674
| +19% | +$37.1K | 0.02% | 366 |
|
|
2019
Q4 | $369K | Sell |
39,717
-5,104
| -11% | -$47.4K | 0.03% | 318 |
|
|
2019
Q3 | $411K | Sell |
44,821
-1,149
| -2% | -$10.5K | 0.05% | 238 |
|
|
2019
Q2 | $284K | Buy |
45,970
+24,340
| +113% | +$150K | 0.04% | 290 |
|
|
2019
Q1 | $190K | Buy |
21,630
+3,950
| +22% | +$34.7K | 0.03% | 320 |
|
|
2018
Q4 | $135K | Sell |
17,680
-495
| -3% | -$3.78K | 0.04% | 257 |
|
|
2018
Q3 | $169K | Buy |
18,175
+5,262
| +41% | +$48.9K | 0.05% | 247 |
|
|
2018
Q2 | $143K | Buy |
12,913
+1,344
| +12% | +$14.9K | 0.05% | 223 |
|
|
2018
Q1 | $126K | Sell |
11,569
-2,061
| -15% | -$22.4K | 0.05% | 196 |
|
|
2017
Q4 | $179K | Buy |
+13,630
| New | +$179K | 0.08% | 188 |
|