JWA
JFS Wealth Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
61,235
-755
| -1% | -$8.19K | 0.04% | 183 |
|
|
2025
Q1 | $622K | Sell |
61,990
-5,022
| -7% | -$50.4K | 0.04% | 181 |
|
|
2024
Q4 | $663K | Buy |
67,012
+242
| +0.4% | +$2.4K | 0.05% | 171 |
|
|
2024
Q3 | $705K | Sell |
66,770
-1,928
| -3% | -$20.4K | 0.05% | 173 |
|
|
2024
Q2 | $861K | Sell |
68,698
-2,204
| -3% | -$27.6K | 0.07% | 125 |
|
|
2024
Q1 | $942K | Buy |
70,902
+1,683
| +2% | +$22.4K | 0.07% | 121 |
|
|
2023
Q4 | $844K | Sell |
69,219
-218
| -0.3% | -$2.66K | 0.07% | 115 |
|
|
2023
Q3 | $862K | Buy |
69,437
+271
| +0.4% | +$3.37K | 0.08% | 117 |
|
|
2023
Q2 | $1.05M | Sell |
69,166
-460
| -0.7% | -$6.96K | 0.09% | 110 |
|
|
2023
Q1 | $877K | Sell |
69,626
-667
| -0.9% | -$8.4K | 0.08% | 116 |
|
|
2022
Q4 | $818K | Buy |
70,293
+1,617
| +2% | +$18.8K | 0.08% | 120 |
|
|
2022
Q3 | $769K | Buy |
68,676
+52,641
| +328% | +$589K | 0.08% | 119 |
|
|
2022
Q2 | $178K | Sell |
16,035
-9,018
| -36% | -$100K | 0.02% | 224 |
|
|
2022
Q1 | $424K | Buy |
25,053
+1,371
| +6% | +$23.2K | 0.04% | 169 |
|
|
2021
Q4 | $492K | Sell |
23,682
-982
| -4% | -$20.4K | 0.05% | 160 |
|
|
2021
Q3 | $349K | Buy |
24,664
+11,564
| +88% | +$164K | 0.04% | 172 |
|
|
2021
Q2 | $195K | Buy |
13,100
+765
| +6% | +$11.4K | 0.03% | 166 |
|
|
2021
Q1 | $151K | Buy |
12,335
+400
| +3% | +$4.9K | 0.03% | 165 |
|
|
2020
Q4 | $105K | Hold |
11,935
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $79K | Hold |
11,935
| – | – | 0.02% | 197 |
|
|
2020
Q2 | $73K | Hold |
11,935
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $58K | Sell |
11,935
-309
| -3% | -$1.5K | 0.02% | 210 |
|
|
2019
Q4 | $114K | Buy |
12,244
+652
| +6% | +$6.07K | 0.03% | 183 |
|
|
2019
Q3 | $106K | Buy |
11,592
+144
| +1% | +$1.32K | 0.03% | 184 |
|
|
2019
Q2 | $117K | Buy |
11,448
+20
| +0.2% | +$204 | 0.03% | 173 |
|
|
2019
Q1 | $100K | Buy |
11,428
+21
| +0.2% | +$184 | 0.03% | 181 |
|
|
2018
Q4 | $87K | Buy |
11,407
+20
| +0.2% | +$153 | 0.02% | 186 |
|
|
2018
Q3 | $105K | Buy |
11,387
+20
| +0.2% | +$184 | 0.03% | 189 |
|
|
2018
Q2 | $126K | Buy |
11,367
+14
| +0.1% | +$155 | 0.03% | 172 |
|
|
2018
Q1 | $126K | Buy |
11,353
+76
| +0.7% | +$843 | 0.03% | 177 |
|
|
2017
Q4 | $141K | Buy |
11,277
+14
| +0.1% | +$175 | 0.03% | 171 |
|
|
2017
Q3 | $135K | Buy |
11,263
+266
| +2% | +$3.19K | 0.03% | 167 |
|
|
2017
Q2 | $123K | Buy |
10,997
+33
| +0.3% | +$369 | 0.03% | 158 |
|
|
2017
Q1 | $133K | Hold |
10,964
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $133K | Buy |
10,964
+15
| +0.1% | +$182 | 0.04% | 156 |
|
|
2016
Q3 | $132K | Buy |
10,949
+15
| +0.1% | +$181 | 0.04% | 161 |
|
|
2016
Q2 | $137K | Sell |
10,934
-1,841
| -14% | -$23.1K | 0.04% | 190 |
|
|
2016
Q1 | $172K | Buy |
12,775
+142
| +1% | +$1.91K | 0.05% | 143 |
|
|
2015
Q4 | $178K | Buy |
12,633
+152
| +1% | +$2.14K | 0.05% | 140 |
|
|
2015
Q3 | $169K | Sell |
12,481
-1,641
| -12% | -$22.2K | 0.07% | 119 |
|
|
2015
Q2 | $212K | Sell |
14,122
-1,839
| -12% | -$27.6K | 0.11% | 89 |
|
|
2015
Q1 | $258K | Buy |
15,961
+2,261
| +17% | +$36.5K | 0.12% | 73 |
|
|
2014
Q4 | $212K | Sell |
13,700
-23,097
| -63% | -$357K | 0.03% | 82 |
|
|
2014
Q3 | $544K | Buy |
36,797
+7
| +0% | +$103 | 0.1% | 43 |
|
|
2014
Q2 | $634K | Sell |
36,790
-1,754
| -5% | -$30.2K | 0.12% | 43 |
|
|
2014
Q1 | $601K | Sell |
38,544
-177
| -0.5% | -$2.76K | 0.33% | 52 |
|
|
2013
Q4 | $597K | Buy |
38,721
+16
| +0% | +$247 | 0.26% | 61 |
|
|
2013
Q3 | $653K | Buy |
38,705
+3,470
| +10% | +$58.5K | 0.31% | 53 |
|
|
2013
Q2 | $545K | Buy |
+35,235
| New | +$545K | 0.27% | 56 |
|