Keudell/Morrison 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 | $138K | Sell |
12,709
-2,100
| -14% | -$22.8K | 0.03% | 225 |
|
|
2025
Q1 | $149K | Sell |
14,809
-951
| -6% | -$9.54K | 0.04% | 214 |
|
|
2024
Q4 | $156K | Sell |
15,760
-2,518
| -14% | -$24.9K | 0.04% | 216 |
|
|
2024
Q3 | $193K | Sell |
18,278
-555
| -3% | -$5.86K | 0.05% | 214 |
|
|
2024
Q2 | $236K | Buy |
18,833
+100
| +0.5% | +$1.25K | 0.07% | 180 |
|
|
2024
Q1 | $249K | Buy |
18,733
+1,711
| +10% | +$22.7K | 0.08% | 177 |
|
|
2023
Q4 | $207K | Buy |
17,022
+600
| +4% | +$7.31K | 0.07% | 184 |
|
|
2023
Q3 | $204K | Sell |
16,422
-225
| -1% | -$2.79K | 0.06% | 174 |
|
|
2023
Q2 | $252K | Buy |
16,647
+100
| +0.6% | +$1.51K | 0.07% | 161 |
|
|
2023
Q1 | $208K | Hold |
16,547
| – | – | 0.06% | 177 |
|
|
2022
Q4 | $192K | Hold |
16,547
| – | – | 0.06% | 180 |
|
|
2022
Q3 | $185K | Sell |
16,547
-10
| -0.1% | -$112 | 0.07% | 171 |
|
|
2022
Q2 | $184K | Sell |
16,557
-15
| -0.1% | -$167 | 0.07% | 169 |
|
|
2022
Q1 | $280K | Sell |
16,572
-4,436
| -21% | -$75K | 0.12% | 148 |
|
|
2021
Q4 | $436K | Sell |
21,008
-1,856
| -8% | -$38.5K | 0.17% | 108 |
|
|
2021
Q3 | $324K | Buy |
22,864
+4,965
| +28% | +$70.4K | 0.14% | 127 |
|
|
2021
Q2 | $266K | Buy |
17,899
+2,219
| +14% | +$33K | 0.15% | 143 |
|
|
2021
Q1 | $192K | Buy |
15,680
+49
| +0.3% | +$600 | 0.11% | 162 |
|
|
2020
Q4 | $137K | Buy |
15,631
+784
| +5% | +$6.87K | 0.09% | 155 |
|
|
2020
Q3 | $99K | Buy |
14,847
+725
| +5% | +$4.83K | 0.06% | 144 |
|
|
2020
Q2 | $86K | Buy |
14,122
+300
| +2% | +$1.83K | 0.07% | 140 |
|
|
2020
Q1 | $67K | Hold |
13,822
| – | – | 0.07% | 134 |
|
|
2019
Q4 | $129K | Sell |
13,822
-614
| -4% | -$5.73K | 0.09% | 151 |
|
|
2019
Q3 | $132K | Hold |
14,436
| – | – | 0.11% | 147 |
|
|
2019
Q2 | $138K | Sell |
14,436
-800
| -5% | -$7.65K | 0.12% | 139 |
|
|
2019
Q1 | $134K | Buy |
+15,236
| New | +$134K | 0.12% | 137 |
|