Modera 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 | $305K | Sell |
28,136
-2,033
| -7% | -$22.1K | ﹤0.01% | 534 |
|
|
2025
Q1 | $303K | Buy |
30,169
+617
| +2% | +$6.19K | ﹤0.01% | 513 |
|
|
2024
Q4 | $293K | Buy |
29,552
+5,262
| +22% | +$52.1K | ﹤0.01% | 518 |
|
|
2024
Q3 | $257K | Buy |
24,290
+2
| +0% | +$21 | ﹤0.01% | 518 |
|
|
2024
Q2 | $305K | Sell |
24,288
-342
| -1% | -$4.29K | ﹤0.01% | 473 |
|
|
2024
Q1 | $327K | Sell |
24,630
-1,911
| -7% | -$25.4K | 0.01% | 468 |
|
|
2023
Q4 | $324K | Buy |
26,541
+229
| +0.9% | +$2.79K | 0.01% | 462 |
|
|
2023
Q3 | $327K | Sell |
26,312
-5,776
| -18% | -$71.7K | 0.01% | 434 |
|
|
2023
Q2 | $486K | Buy |
32,088
+6,524
| +26% | +$98.7K | 0.01% | 384 |
|
|
2023
Q1 | $322K | Buy |
25,564
+1,292
| +5% | +$16.3K | 0.01% | 278 |
|
|
2022
Q4 | $282K | Buy |
24,272
+5,333
| +28% | +$62K | 0.01% | 292 |
|
|
2022
Q3 | $212K | Buy |
18,939
+535
| +3% | +$5.99K | 0.01% | 295 |
|
|
2022
Q2 | $205K | Sell |
18,404
-2,060
| -10% | -$22.9K | 0.01% | 318 |
|
|
2022
Q1 | $346K | Sell |
20,464
-18,154
| -47% | -$307K | 0.02% | 258 |
|
|
2021
Q4 | $802K | Buy |
38,618
+18,809
| +95% | +$391K | 0.03% | 197 |
|
|
2021
Q3 | $280K | Buy |
+19,809
| New | +$280K | 0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-16,085
| Closed | -$141K | – | 235 |
|
|
2020
Q4 | $141K | Buy |
+16,085
| New | +$141K | 0.01% | 233 |
|
|
2018
Q3 | – | Sell |
-10,433
| Closed | -$115K | – | 144 |
|
|
2018
Q2 | $115K | Sell |
10,433
-2,267
| -18% | -$25K | 0.02% | 132 |
|
|
2018
Q1 | $141K | Buy |
12,700
+889
| +8% | +$9.87K | 0.03% | 129 |
|
|
2017
Q4 | $148K | Buy |
+11,811
| New | +$148K | 0.03% | 130 |
|