LWAM
Legacy Wealth Asset Management’s Ford F Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $564K | Buy |
51,968
+220
| +0.4% | +$2.39K | 0.14% | 225 |
|
2025
Q1 | $519K | Buy |
51,748
+1,589
| +3% | +$15.9K | 0.14% | 233 |
|
2024
Q4 | $497K | Sell |
50,159
-1,147
| -2% | -$11.4K | 0.14% | 240 |
|
2024
Q3 | $542K | Buy |
51,306
+1,544
| +3% | +$16.3K | 0.15% | 229 |
|
2024
Q2 | $624K | Buy |
49,762
+846
| +2% | +$10.6K | 0.18% | 183 |
|
2024
Q1 | $650K | Buy |
48,916
+836
| +2% | +$11.1K | 0.18% | 169 |
|
2023
Q4 | $586K | Buy |
48,080
+143
| +0.3% | +$1.74K | 0.19% | 180 |
|
2023
Q3 | $595K | Sell |
47,937
-683
| -1% | -$8.48K | 0.22% | 153 |
|
2023
Q2 | $736K | Sell |
48,620
-1,525
| -3% | -$23.1K | 0.26% | 113 |
|
2023
Q1 | $632K | Buy |
50,145
+88
| +0.2% | +$1.11K | 0.23% | 148 |
|
2022
Q4 | $582K | Buy |
50,057
+250
| +0.5% | +$2.91K | 0.22% | 155 |
|
2022
Q3 | $558K | Sell |
49,807
-14,370
| -22% | -$161K | 0.24% | 143 |
|
2022
Q2 | $714K | Buy |
64,177
+227
| +0.4% | +$2.53K | 0.29% | 136 |
|
2022
Q1 | $1.08M | Sell |
63,950
-4,470
| -7% | -$75.6K | 0.38% | 80 |
|
2021
Q4 | $1.42M | Sell |
68,420
-7,797
| -10% | -$162K | 0.48% | 44 |
|
2021
Q3 | $1.08M | Sell |
76,217
-3,715
| -5% | -$52.6K | 0.49% | 52 |
|
2021
Q2 | $1.19M | Sell |
79,932
-17,140
| -18% | -$255K | 0.53% | 39 |
|
2021
Q1 | $1.19M | Sell |
97,072
-1,339
| -1% | -$16.4K | 0.55% | 34 |
|
2020
Q4 | $865K | Buy |
+98,411
| New | +$865K | 0.44% | 68 |
|