LGWM
Litman Gregory Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
10,125
-2,750
| -21% | -$29.8K | 0.01% | 137 |
|
|
2025
Q1 | $129K | Hold |
12,875
| – | – | 0.01% | 137 |
|
|
2024
Q4 | $127K | Hold |
12,875
| – | – | 0.01% | 135 |
|
|
2024
Q3 | $136K | Sell |
12,875
-2,500
| -16% | -$26.4K | 0.01% | 136 |
|
|
2024
Q2 | $193K | Hold |
15,375
| – | – | 0.02% | 132 |
|
|
2024
Q1 | $204K | Sell |
15,375
-2,000
| -12% | -$26.6K | 0.02% | 128 |
|
|
2023
Q4 | $212K | Sell |
17,375
-218
| -1% | -$2.66K | 0.02% | 115 |
|
|
2023
Q3 | $219K | Buy |
+17,593
| New | +$219K | 0.02% | 116 |
|