MSFP
Mark Sheptoff Financial Planning’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128 | Hold |
11
| – | – | ﹤0.01% | 509 |
|
|
2025
Q1 | $128 | Hold |
11
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $128 | Hold |
11
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $128 | Hold |
11
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $134 | Hold |
11
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $152 | Sell |
11
-85
| -89% | -$1.18K | ﹤0.01% | 393 |
|
|
2023
Q4 | $1.18K | Hold |
96
| – | – | ﹤0.01% | 368 |
|
|
2023
Q3 | $1.2K | Sell |
96
-2
| -2% | -$25 | ﹤0.01% | 349 |
|
|
2023
Q2 | $1.49K | Buy |
+98
| New | +$1.49K | ﹤0.01% | 356 |
|
|
2022
Q4 | – | Sell |
-14,600
| Closed | -$164K | – | 396 |
|
|
2022
Q3 | $164K | Buy |
14,600
+14,091
| +2,768% | +$158K | 0.1% | 94 |
|
|
2022
Q2 | $6K | Sell |
509
-996
| -66% | -$11.7K | ﹤0.01% | 289 |
|
|
2022
Q1 | $25K | Buy |
1,505
+1,002
| +199% | +$16.6K | 0.01% | 230 |
|
|
2021
Q4 | $10K | Sell |
503
-597
| -54% | -$11.9K | ﹤0.01% | 319 |
|
|
2021
Q3 | $16K | Buy |
1,100
+800
| +267% | +$11.6K | 0.01% | 264 |
|
|
2021
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $4K | Sell |
300
-28,950
| -99% | -$386K | ﹤0.01% | 325 |
|
|
2020
Q4 | $257K | Buy |
+29,250
| New | +$257K | 0.15% | 85 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$2K | – | 357 |
|
|
2019
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
|
2019
Q3 | $2K | Sell |
200
-4,500
| -96% | -$45K | ﹤0.01% | 334 |
|
|
2019
Q2 | $48K | Sell |
4,700
-6,000
| -56% | -$61.3K | 0.03% | 157 |
|
|
2019
Q1 | $94K | Buy |
10,700
+8,700
| +435% | +$76.4K | 0.07% | 118 |
|
|
2018
Q4 | $15K | Hold |
2,000
| – | – | 0.01% | 203 |
|
|
2018
Q3 | $19K | Sell |
2,000
-3,000
| -60% | -$28.5K | 0.01% | 242 |
|
|
2018
Q2 | $55K | Sell |
5,000
-6,500
| -57% | -$71.5K | 0.04% | 151 |
|
|
2018
Q1 | $127K | Sell |
11,500
-2,347
| -17% | -$25.9K | 0.09% | 122 |
|
|
2017
Q4 | $173K | Sell |
13,847
-9,453
| -41% | -$118K | 0.11% | 114 |
|
|
2017
Q3 | $279K | Buy |
23,300
+9,400
| +68% | +$113K | 0.19% | 96 |
|
|
2017
Q2 | $156K | Sell |
13,900
-37,001
| -73% | -$415K | 0.11% | 119 |
|
|
2017
Q1 | $592K | Sell |
50,901
-999
| -2% | -$11.6K | 0.42% | 59 |
|
|
2016
Q4 | $630K | Sell |
51,900
-550
| -1% | -$6.68K | 0.47% | 55 |
|
|
2016
Q3 | $633K | Buy |
52,450
+1,000
| +2% | +$12.1K | 0.47% | 55 |
|
|
2016
Q2 | $647K | Sell |
51,450
-98,019
| -66% | -$1.23M | 0.48% | 54 |
|
|
2016
Q1 | $2.02M | Buy |
149,469
+20,512
| +16% | +$277K | 1.64% | 18 |
|
|
2015
Q4 | $1.82M | Sell |
128,957
-1,279
| -1% | -$18K | 1.47% | 20 |
|
|
2015
Q3 | $1.77M | Buy |
130,236
+41,536
| +47% | +$564K | 1.55% | 20 |
|
|
2015
Q2 | $1.33M | Sell |
88,700
-2,225
| -2% | -$33.4K | 1.08% | 27 |
|
|
2015
Q1 | $1.47M | Buy |
90,925
+9,650
| +12% | +$156K | 1.22% | 23 |
|
|
2014
Q4 | $1.26M | Buy |
81,275
+2,506
| +3% | +$38.9K | 1.11% | 25 |
|
|
2014
Q3 | $1.17M | Buy |
78,769
+18,151
| +30% | +$268K | 1.03% | 28 |
|
|
2014
Q2 | $1.05M | Buy |
60,618
+7,901
| +15% | +$136K | 0.89% | 35 |
|
|
2014
Q1 | $822K | Buy |
+52,717
| New | +$822K | 0.73% | 39 |
|