LWA
Lineweaver Wealth Advisors’s Ford F Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $320K | Buy |
29,501
+1,946
| +7% | +$21.1K | 0.05% | 136 |
|
2025
Q1 | $276K | Buy |
27,555
+1,142
| +4% | +$11.5K | 0.05% | 126 |
|
2024
Q4 | $261K | Buy |
26,413
+368
| +1% | +$3.64K | 0.05% | 123 |
|
2024
Q3 | $275K | Sell |
26,045
-307
| -1% | -$3.24K | 0.05% | 115 |
|
2024
Q2 | $330K | Sell |
26,352
-77
| -0.3% | -$966 | 0.07% | 110 |
|
2024
Q1 | $351K | Buy |
26,429
+562
| +2% | +$7.46K | 0.08% | 108 |
|
2023
Q4 | $315K | Sell |
25,867
-5,021
| -16% | -$61.2K | 0.08% | 110 |
|
2023
Q3 | $384K | Buy |
30,888
+6,567
| +27% | +$81.6K | 0.11% | 106 |
|
2023
Q2 | $368K | Sell |
24,321
-5,848
| -19% | -$88.5K | 0.1% | 93 |
|
2023
Q1 | $380K | Buy |
+30,169
| New | +$380K | 0.12% | 94 |
|
2022
Q4 | – | Sell |
-14,566
| Closed | -$164K | – | 125 |
|
2022
Q3 | $164K | Sell |
14,566
-766
| -5% | -$8.62K | 0.05% | 122 |
|
2022
Q2 | $170K | Sell |
15,332
-2,018
| -12% | -$22.4K | 0.06% | 122 |
|
2022
Q1 | $293K | Buy |
17,350
+3,850
| +29% | +$65K | 0.08% | 113 |
|
2021
Q4 | $280K | Buy |
13,500
+2,324
| +21% | +$48.2K | 0.08% | 114 |
|
2021
Q3 | $158K | Buy |
11,176
+344
| +3% | +$4.86K | 0.05% | 135 |
|
2021
Q2 | $160K | Hold |
10,832
| – | – | 0.05% | 122 |
|
2021
Q1 | $132K | Buy |
+10,832
| New | +$132K | 0.05% | 113 |
|