Perennial 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 | $322K | Sell |
29,706
-1,695
| -5% | -$18.4K | 0.03% | 329 |
|
|
2025
Q1 | $315K | Buy |
31,401
+588
| +2% | +$5.9K | 0.04% | 312 |
|
|
2024
Q4 | $305K | Sell |
30,813
-646
| -2% | -$6.4K | 0.04% | 293 |
|
|
2024
Q3 | $332K | Sell |
31,459
-396
| -1% | -$4.18K | 0.04% | 269 |
|
|
2024
Q2 | $399K | Sell |
31,855
-898
| -3% | -$11.3K | 0.06% | 229 |
|
|
2024
Q1 | $435K | Buy |
32,753
+11,376
| +53% | +$151K | 0.07% | 198 |
|
|
2023
Q4 | $261K | Buy |
21,377
+1,770
| +9% | +$21.6K | 0.04% | 269 |
|
|
2023
Q3 | $244K | Buy |
19,607
+102
| +0.5% | +$1.27K | 0.04% | 262 |
|
|
2023
Q2 | $295K | Sell |
19,505
-16,874
| -46% | -$255K | 0.05% | 242 |
|
|
2023
Q1 | $458K | Buy |
36,379
+20,088
| +123% | +$253K | 0.09% | 186 |
|
|
2022
Q4 | $189K | Buy |
16,291
+1,334
| +9% | +$15.5K | 0.08% | 206 |
|
|
2022
Q3 | $168K | Buy |
14,957
+494
| +3% | +$5.55K | 0.08% | 189 |
|
|
2022
Q2 | $158K | Buy |
14,463
+671
| +5% | +$7.33K | 0.06% | 194 |
|
|
2022
Q1 | $234K | Buy |
13,792
+195
| +1% | +$3.31K | 0.07% | 184 |
|
|
2021
Q4 | $284K | Buy |
+13,597
| New | +$284K | 0.09% | 180 |
|
|
2021
Q3 | – | Sell |
-10,128
| Closed | -$151K | – | 223 |
|
|
2021
Q2 | $151K | Buy |
+10,128
| New | +$151K | 0.06% | 209 |
|