Montag & Associates’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Sell |
4,250
-174
| -4% | -$1.89K | ﹤0.01% | 593 |
|
|
2025
Q1 | $44.4K | Sell |
4,424
-200
| -4% | -$2.01K | ﹤0.01% | 636 |
|
|
2024
Q4 | $45.8K | Hold |
4,624
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $48.8K | Buy |
4,624
+450
| +11% | +$4.75K | ﹤0.01% | 620 |
|
|
2024
Q2 | $52.3K | Hold |
4,174
| – | – | ﹤0.01% | 585 |
|
|
2024
Q1 | $55.4K | Hold |
4,174
| – | – | ﹤0.01% | 575 |
|
|
2023
Q4 | $50.9K | Hold |
4,174
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $51.8K | Hold |
4,174
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $63.2K | Hold |
4,174
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $52.6K | Hold |
4,174
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $48.5K | Hold |
4,174
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $47K | Hold |
4,174
| – | – | ﹤0.01% | 543 |
|
|
2022
Q2 | $46K | Buy |
4,174
+2,000
| +92% | +$22K | ﹤0.01% | 541 |
|
|
2022
Q1 | $37K | Buy |
2,174
+2,000
| +1,149% | +$34K | ﹤0.01% | 602 |
|
|
2021
Q4 | $4K | Hold |
174
| – | – | ﹤0.01% | 776 |
|
|
2021
Q3 | $2K | Hold |
174
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $2K | Hold |
174
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $2K | Buy |
+174
| New | +$2K | ﹤0.01% | 765 |
|