Meridian Wealth Management’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Sell
74,853
-5,517
-7% -$59.9K 0.03% 349
2025
Q1
$806K Sell
80,370
-4,868
-6% -$48.8K 0.04% 323
2024
Q4
$844K Sell
85,238
-3,604
-4% -$35.7K 0.04% 319
2024
Q3
$938K Buy
+88,842
New +$938K 0.05% 292
2024
Q2
Sell
-107,573
Closed -$1.43M 363
2024
Q1
$1.43M Sell
107,573
-14,287
-12% -$190K 0.24% 68
2023
Q4
$1.49M Sell
121,860
-535,982
-81% -$6.53M 0.09% 204
2023
Q3
$8.17M Buy
657,842
+304,923
+86% +$3.79M 0.5% 40
2023
Q2
$5.34M Buy
352,919
+7,128
+2% +$108K 0.45% 41
2023
Q1
$4.36M Buy
345,791
+101,511
+42% +$1.28M 0.38% 59
2022
Q4
$2.84M Sell
244,280
-16,225
-6% -$189K 0.28% 81
2022
Q3
$2.92M Buy
260,505
+33,569
+15% +$376K 0.31% 74
2022
Q2
$2.53M Buy
226,936
+58,411
+35% +$650K 0.21% 122
2022
Q1
$2.85M Buy
168,525
+7,269
+5% +$123K 0.31% 73
2021
Q4
$3.35M Buy
161,256
+48,229
+43% +$1M 0.36% 61
2021
Q3
$1.6M Buy
113,027
+8,791
+8% +$124K 0.2% 101
2021
Q2
$1.55M Buy
104,236
+72,808
+232% +$1.08M 0.2% 100
2021
Q1
$385K Buy
31,428
+1,374
+5% +$16.8K 0.06% 250
2020
Q4
$264K Buy
30,054
+13,145
+78% +$115K 0.04% 271
2020
Q3
$112K Sell
16,909
-770
-4% -$5.1K 0.03% 250
2020
Q2
$107K Sell
17,679
-1,086
-6% -$6.57K 0.04% 218
2020
Q1
$90K Sell
18,765
-864
-4% -$4.14K 0.04% 199
2019
Q4
$182K Buy
19,629
+1,006
+5% +$9.33K 0.09% 196
2019
Q3
$171K Buy
18,623
+75
+0.4% +$689 0.08% 196
2019
Q2
$1.9K Buy
18,548
+528
+3% +$54 0.08% 213
2019
Q1
$158K Sell
18,020
-2,245
-11% -$19.7K 0.07% 190
2018
Q4
$155K Buy
20,265
+1,323
+7% +$10.1K 0.09% 151
2018
Q3
$175K Sell
18,942
-4,140
-18% -$38.2K 0.08% 164
2018
Q2
$256K Buy
23,082
+226
+1% +$2.51K 0.12% 151
2018
Q1
$253K Sell
22,856
-1,063
-4% -$11.8K 0.13% 151
2017
Q4
$298K Buy
23,919
+58
+0.2% +$723 0.18% 125
2017
Q3
$287K Sell
23,861
-2,110
-8% -$25.4K 0.18% 126
2017
Q2
$291K Sell
25,971
-1,554
-6% -$17.4K 0.18% 124
2017
Q1
$320K Buy
27,525
+13,258
+93% +$154K 0.19% 113
2016
Q4
$174K Buy
+14,267
New +$174K 0.14% 125