MWM
Marietta Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-174,326
| Closed | -$2.64M | – | 105 |
|
|
2023
Q2 | $2.64M | Buy |
174,326
+2,382
| +1% | +$36K | 0.5% | 76 |
|
|
2023
Q1 | $2.17M | Buy |
171,944
+2,285
| +1% | +$28.8K | 0.46% | 75 |
|
|
2022
Q4 | $1.97M | Buy |
169,659
+317
| +0.2% | +$3.69K | 0.45% | 77 |
|
|
2022
Q3 | $1.9M | Buy |
169,342
+6,213
| +4% | +$69.6K | 0.47% | 76 |
|
|
2022
Q2 | $1.82M | Buy |
+163,129
| New | +$1.82M | 0.44% | 74 |
|
|
2017
Q1 | – | Sell |
-12,400
| Closed | -$150K | – | 117 |
|
|
2016
Q4 | $150K | Buy |
+12,400
| New | +$150K | 0.12% | 116 |
|