Lyell Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,607
| Closed | -$137K | – | 218 |
|
|
2025
Q2 | $137K | Hold |
12,607
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $126K | Hold |
12,607
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $125K | Sell |
12,607
-2,268
| -15% | -$24.2K | 0.01% | 200 |
|
|
2024
Q3 | $157K | Buy |
14,875
+30
| +0.2% | +$343 | 0.01% | 206 |
|
|
2024
Q2 | $186K | Buy |
14,845
+28
| +0.2% | +$346 | 0.02% | 197 |
|
|
2024
Q1 | $197K | Buy |
14,817
+25
| +0.2% | +$303 | 0.02% | 195 |
|
|
2023
Q4 | $180K | Sell |
14,792
-6,770
| -31% | -$75.3K | 0.02% | 192 |
|
|
2023
Q3 | $268K | Buy |
21,562
+26
| +0.1% | +$338 | 0.04% | 155 |
|
|
2023
Q2 | $326K | Sell |
21,536
-474
| -2% | -$6K | 0.04% | 153 |
|
|
2023
Q1 | $277K | Sell |
22,010
-250
| -1% | -$3.13K | 0.04% | 172 |
|
|
2022
Q4 | $259K | Sell |
22,260
-714
| -3% | -$9.17K | 0.04% | 169 |
|
|
2022
Q3 | $257K | Sell |
22,974
-765
| -3% | -$10.7K | 0.04% | 167 |
|
|
2022
Q2 | $264K | Buy |
23,739
+60
| +0.3% | +$822 | 0.04% | 163 |
|
|
2022
Q1 | $400K | Buy |
23,679
+1,897
| +9% | +$36.1K | 0.05% | 153 |
|
|
2021
Q4 | $452K | Sell |
21,782
-40
| -0.2% | -$736 | 0.05% | 139 |
|
|
2021
Q3 | $309K | Buy |
21,822
+10,700
| +96% | +$146K | 0.04% | 156 |
|
|
2021
Q2 | $165K | Buy |
+11,122
| New | +$148K | 0.02% | 187 |
|
|
2017
Q3 | – | Sell |
-22,180
| Closed | -$248K | – | 106 |
|
|
2017
Q2 | $248K | Sell |
22,180
-22,412
| -50% | -$250K | 0.12% | 93 |
|
|
2017
Q1 | $519K | Sell |
44,592
-26,220
| -37% | -$326K | 0.28% | 74 |
|
|
2016
Q4 | $859K | Buy |
+70,812
| New | +$859K | 0.53% | 58 |
|
Other funds holding F
