Liberty Wealth Management’s Ford F Stock Holding History

Liberty Wealth Management’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,308	Closed	-$138K	–	189
2023 Q4	$138K	Buy	11,308 +1,176	+12%	+$13.1K	0.03%	165
2023 Q3	$126K	Sell	10,132 -681	-6%	-$8.84K	0.03%	170
2023 Q2	$164K	Sell	10,813 -59	-0.5%	-$746	0.04%	186
2023 Q1	$137K	Buy	+10,872	New	+$136K	0.03%	223
2022 Q3	$114K	Sell	10,186 -727	-7%	-$10.2K	0.03%	146
2022 Q2	$121K	Buy	+10,913	New	+$149K	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%	+$59.9K	0.04%	217
2021 Q1	$22K	Hold	2,113	–	–	0.01%	441
2020 Q4	$22K	Sell	2,113 -1	-0%	-$8	0.01%	438
2020 Q3	$14K	Sell	2,114 -170	-7%	-$1.15K	0.01%	461
2020 Q2	$14K	Buy	2,284 +1,831	+404%	+$10.1K	0.01%	436
2020 Q1	$2K	Sell	453 -389	-46%	-$2.92K	﹤0.01%	727
2019 Q4	$8K	Buy	842 +4	+0.5%	+$36	0.01%	584
2019 Q3	$8K	Sell	838 -5,093	-86%	-$48.4K	0.01%	555
2019 Q2	$61K	Buy	5,931 +5,721	+2,724%	+$56.4K	0.05%	220
2019 Q1	$1K	Hold	210	–	–	﹤0.01%	672
2018 Q4	$1K	Buy	+210	New	+$1.87K	﹤0.01%	709

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM