Liberty Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,308
| Closed | -$138K | – | 189 |
|
|
2023
Q4 | $138K | Buy |
11,308
+1,176
| +12% | +$14.4K | 0.03% | 165 |
|
|
2023
Q3 | $126K | Sell |
10,132
-681
| -6% | -$8.47K | 0.03% | 170 |
|
|
2023
Q2 | $164K | Sell |
10,813
-59
| -0.5% | -$893 | 0.04% | 186 |
|
|
2023
Q1 | $137K | Buy |
+10,872
| New | +$137K | 0.03% | 223 |
|
|
2022
Q3 | $114K | Sell |
10,186
-727
| -7% | -$8.14K | 0.03% | 146 |
|
|
2022
Q2 | $121K | Buy |
+10,913
| New | +$121K | 0.05% | 146 |
|
|
2021
Q4 | – | Sell |
-6,620
| Closed | -$94K | – | 469 |
|
|
2021
Q3 | $94K | Hold |
6,620
| – | – | 0.03% | 302 |
|
|
2021
Q2 | $98K | Buy |
6,620
+4,507
| +213% | +$66.7K | 0.04% | 217 |
|
|
2021
Q1 | $22K | Hold |
2,113
| – | – | 0.01% | 441 |
|
|
2020
Q4 | $22K | Sell |
2,113
-1
| -0% | -$10 | 0.01% | 438 |
|
|
2020
Q3 | $14K | Sell |
2,114
-170
| -7% | -$1.13K | 0.01% | 461 |
|
|
2020
Q2 | $14K | Buy |
2,284
+1,831
| +404% | +$11.2K | 0.01% | 436 |
|
|
2020
Q1 | $2K | Sell |
453
-389
| -46% | -$1.72K | ﹤0.01% | 727 |
|
|
2019
Q4 | $8K | Buy |
842
+4
| +0.5% | +$38 | 0.01% | 584 |
|
|
2019
Q3 | $8K | Sell |
838
-5,093
| -86% | -$48.6K | 0.01% | 555 |
|
|
2019
Q2 | $61K | Buy |
5,931
+5,721
| +2,724% | +$58.8K | 0.05% | 220 |
|
|
2019
Q1 | $1K | Hold |
210
| – | – | ﹤0.01% | 672 |
|
|
2018
Q4 | $1K | Buy |
+210
| New | +$1K | ﹤0.01% | 709 |
|