Perigon 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 | $378K | Sell |
34,835
-4,255
| -11% | -$46.2K | 0.01% | 759 |
|
|
2025
Q1 | $392K | Buy |
39,090
+2,832
| +8% | +$28.4K | 0.01% | 708 |
|
|
2024
Q4 | $363K | Sell |
36,258
-2,507
| -6% | -$25.1K | 0.01% | 747 |
|
|
2024
Q3 | $409K | Sell |
38,765
-4,039
| -9% | -$42.7K | 0.01% | 674 |
|
|
2024
Q2 | $537K | Sell |
42,804
-61
| -0.1% | -$765 | 0.02% | 519 |
|
|
2024
Q1 | $569K | Buy |
42,865
+13,292
| +45% | +$177K | 0.02% | 503 |
|
|
2023
Q4 | $361K | Sell |
29,573
-9,406
| -24% | -$115K | 0.01% | 602 |
|
|
2023
Q3 | $484K | Buy |
38,979
+4,961
| +15% | +$61.6K | 0.02% | 451 |
|
|
2023
Q2 | $515K | Buy |
34,018
+5,390
| +19% | +$81.6K | 0.02% | 450 |
|
|
2023
Q1 | $361K | Sell |
28,628
-9,898
| -26% | -$125K | 0.02% | 477 |
|
|
2022
Q4 | $448K | Buy |
38,526
+19,802
| +106% | +$230K | 0.03% | 411 |
|
|
2022
Q3 | $210K | Sell |
18,724
-6,928
| -27% | -$77.7K | 0.02% | 527 |
|
|
2022
Q2 | $286K | Buy |
25,652
+3,049
| +13% | +$34K | 0.02% | 437 |
|
|
2022
Q1 | $382K | Sell |
22,603
-18,276
| -45% | -$309K | 0.03% | 415 |
|
|
2021
Q4 | $849K | Buy |
40,879
+19,523
| +91% | +$405K | 0.06% | 241 |
|
|
2021
Q3 | $302K | Sell |
21,356
-16,739
| -44% | -$237K | 0.03% | 416 |
|
|
2021
Q2 | $566K | Sell |
38,095
-4,979
| -12% | -$74K | 0.05% | 283 |
|
|
2021
Q1 | $528K | Buy |
43,074
+31,944
| +287% | +$392K | 0.05% | 278 |
|
|
2020
Q4 | $98K | Buy |
+11,130
| New | +$98K | 0.01% | 539 |
|
|
2017
Q4 | – | Sell |
-1,375
| Closed | -$16K | – | 628 |
|
|
2017
Q3 | $16K | Sell |
1,375
-30,570
| -96% | -$356K | 0.01% | 464 |
|
|
2017
Q2 | $357K | Sell |
31,945
-42,875
| -57% | -$479K | 0.08% | 197 |
|
|
2017
Q1 | $871K | Sell |
74,820
-176,780
| -70% | -$2.06M | 0.18% | 121 |
|
|
2016
Q4 | $3.18M | Sell |
251,600
-7,650
| -3% | -$96.8K | 0.7% | 43 |
|
|
2016
Q3 | $3.13M | Hold |
259,250
| – | – | 0.8% | 37 |
|
|
2016
Q2 | $3.26M | Buy |
259,250
+62,035
| +31% | +$780K | 0.87% | 33 |
|
|
2016
Q1 | $2.28M | Hold |
197,215
| – | – | 0.71% | 40 |
|
|
2015
Q4 | $2.78M | Sell |
197,215
-704
| -0.4% | -$9.92K | 0.77% | 33 |
|
|
2015
Q3 | $2.69M | Sell |
197,919
-10,150
| -5% | -$138K | 0.8% | 30 |
|
|
2015
Q2 | $3.12M | Buy |
208,069
+7
| +0% | +$105 | 0.82% | 27 |
|
|
2015
Q1 | $3.36M | Sell |
208,062
-104
| -0% | -$1.68K | 0.92% | 24 |
|
|
2014
Q4 | $3.23M | Buy |
208,166
+5,985
| +3% | +$92.8K | 0.97% | 21 |
|
|
2014
Q3 | $2.99M | Buy |
202,181
+325
| +0.2% | +$4.81K | 0.89% | 26 |
|
|
2014
Q2 | $3.48M | Buy |
201,856
+6
| +0% | +$103 | 0.99% | 24 |
|
|
2014
Q1 | $3.15M | Buy |
201,850
+5
| +0% | +$78 | 1.73% | 16 |
|
|
2013
Q4 | $3.11M | Buy |
+201,845
| New | +$3.11M | 1.73% | 18 |
|