Klingman & Associates’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
12,131
-12,644
| -51% | -$137K | 0.01% | 311 |
|
|
2025
Q1 | $248K | Sell |
24,775
-591
| -2% | -$5.93K | 0.02% | 239 |
|
|
2024
Q4 | $251K | Sell |
25,366
-5,557
| -18% | -$55K | 0.02% | 226 |
|
|
2024
Q3 | $327K | Buy |
30,923
+1,025
| +3% | +$10.8K | 0.02% | 203 |
|
|
2024
Q2 | $375K | Sell |
29,898
-3,951
| -12% | -$49.5K | 0.03% | 167 |
|
|
2024
Q1 | $450K | Sell |
33,849
-1,390
| -4% | -$18.5K | 0.03% | 151 |
|
|
2023
Q4 | $430K | Sell |
35,239
-4,149
| -11% | -$50.6K | 0.03% | 146 |
|
|
2023
Q3 | $489K | Sell |
39,388
-15,002
| -28% | -$186K | 0.04% | 130 |
|
|
2023
Q2 | $823K | Buy |
+54,390
| New | +$823K | 0.07% | 99 |
|