Marcum Wealth’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $241K | Sell |
24,054
-2,905
| -11% | -$29.1K | 0.02% | 328 |
|
|
2024
Q4 | $267K | Sell |
26,959
-1,738
| -6% | -$17.2K | 0.02% | 304 |
|
|
2024
Q3 | $303K | Sell |
28,697
-823
| -3% | -$8.69K | 0.03% | 283 |
|
|
2024
Q2 | $370K | Buy |
29,520
+3,224
| +12% | +$40.4K | 0.04% | 239 |
|
|
2024
Q1 | $349K | Sell |
26,296
-1,464
| -5% | -$19.4K | 0.04% | 243 |
|
|
2023
Q4 | $338K | Sell |
27,760
-73
| -0.3% | -$890 | 0.04% | 235 |
|
|
2023
Q3 | $346K | Sell |
27,833
-2,120
| -7% | -$26.3K | 0.04% | 219 |
|
|
2023
Q2 | $453K | Buy |
29,953
+3,596
| +14% | +$54.4K | 0.05% | 188 |
|
|
2023
Q1 | $332K | Sell |
26,357
-601
| -2% | -$7.57K | 0.04% | 229 |
|
|
2022
Q4 | $314K | Sell |
26,958
-2,013
| -7% | -$23.4K | 0.04% | 233 |
|
|
2022
Q3 | $324K | Buy |
28,971
+2,034
| +8% | +$22.7K | 0.05% | 226 |
|
|
2022
Q2 | $300K | Buy |
26,937
+2,499
| +10% | +$27.8K | 0.04% | 232 |
|
|
2022
Q1 | $413K | Buy |
24,438
+2,509
| +11% | +$42.4K | 0.06% | 190 |
|
|
2021
Q4 | $455K | Buy |
21,929
+1,044
| +5% | +$21.7K | 0.06% | 184 |
|
|
2021
Q3 | $296K | Sell |
20,885
-1,233
| -6% | -$17.5K | 0.05% | 238 |
|
|
2021
Q2 | $329K | Buy |
22,118
+137
| +0.6% | +$2.04K | 0.05% | 208 |
|
|
2021
Q1 | $269K | Buy |
21,981
+11,060
| +101% | +$135K | 0.04% | 238 |
|
|
2020
Q4 | $96K | Buy |
10,921
+205
| +2% | +$1.8K | 0.02% | 146 |
|
|
2020
Q3 | $71K | Buy |
+10,716
| New | +$71K | 0.02% | 117 |
|