Moneta Group Investment Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
45,386
-9,808
| -18% | -$106K | 0.01% | 441 |
|
|
2025
Q1 | $554K | Sell |
55,194
-243
| -0.4% | -$2.44K | 0.01% | 395 |
|
|
2024
Q4 | $549K | Buy |
55,437
+804
| +1% | +$7.96K | 0.01% | 394 |
|
|
2024
Q3 | $577K | Sell |
54,633
-4,177
| -7% | -$44.1K | 0.01% | 381 |
|
|
2024
Q2 | $737K | Buy |
58,810
+23,650
| +67% | +$297K | 0.01% | 313 |
|
|
2024
Q1 | $467K | Buy |
35,160
+10,027
| +40% | +$133K | 0.01% | 389 |
|
|
2023
Q4 | $306K | Buy |
25,133
+1,105
| +5% | +$13.5K | 0.01% | 439 |
|
|
2023
Q3 | $298K | Sell |
24,028
-3,280
| -12% | -$40.7K | 0.01% | 408 |
|
|
2023
Q2 | $413K | Sell |
27,308
-8,507
| -24% | -$129K | 0.01% | 363 |
|
|
2023
Q1 | $451K | Buy |
35,815
+12,727
| +55% | +$160K | 0.01% | 334 |
|
|
2022
Q4 | $312K | Sell |
23,088
-13,966
| -38% | -$189K | 0.01% | 366 |
|
|
2022
Q3 | $415K | Sell |
37,054
-14,159
| -28% | -$159K | 0.02% | 298 |
|
|
2022
Q2 | $570K | Buy |
51,213
+15,613
| +44% | +$174K | 0.02% | 282 |
|
|
2022
Q1 | $602K | Buy |
35,600
+13,116
| +58% | +$222K | 0.02% | 270 |
|
|
2021
Q4 | $467K | Buy |
22,484
+26
| +0.1% | +$540 | 0.02% | 305 |
|
|
2021
Q3 | $318K | Sell |
22,458
-3,249
| -13% | -$46K | 0.01% | 354 |
|
|
2021
Q2 | $382K | Buy |
25,707
+3,340
| +15% | +$49.6K | 0.02% | 322 |
|
|
2021
Q1 | $274K | Buy |
22,367
+2,913
| +15% | +$35.7K | 0.01% | 355 |
|
|
2020
Q4 | $171K | Sell |
19,454
-966
| -5% | -$8.49K | 0.01% | 308 |
|
|
2020
Q3 | $136K | Sell |
20,420
-1,126
| -5% | -$7.5K | 0.01% | 267 |
|
|
2020
Q2 | $131K | Sell |
21,546
-2,056
| -9% | -$12.5K | 0.01% | 246 |
|
|
2020
Q1 | $114K | Buy |
23,602
+4,140
| +21% | +$20K | 0.01% | 225 |
|
|
2019
Q4 | $181K | Buy |
+19,462
| New | +$181K | 0.02% | 243 |
|
|
2019
Q2 | – | Sell |
-10,251
| Closed | -$90K | – | 257 |
|
|
2019
Q1 | $90K | Sell |
10,251
-1,906
| -16% | -$16.7K | 0.01% | 220 |
|
|
2018
Q4 | $93K | Buy |
+12,157
| New | +$93K | 0.01% | 202 |
|
|
2018
Q3 | – | Sell |
-6,050
| Closed | -$67K | – | 277 |
|
|
2018
Q2 | $67K | Buy |
6,050
+2,086
| +53% | +$23.1K | 0.01% | 299 |
|
|
2018
Q1 | $41K | Buy |
3,964
+163
| +4% | +$1.69K | 0.01% | 334 |
|
|
2017
Q4 | $47K | Buy |
+3,801
| New | +$47K | 0.01% | 268 |
|
|
2015
Q4 | – | Sell |
-1,650
| Closed | -$22K | – | 233 |
|
|
2015
Q3 | $22K | Buy |
+1,650
| New | +$22K | 0.01% | 311 |
|