Pinnacle Wealth Management Group’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-14,653
| Closed | -$184K | – | 119 |
|
2024
Q2 | $184K | Sell |
14,653
-640
| -4% | -$8.03K | 0.12% | 100 |
|
2024
Q1 | $203K | Hold |
15,293
| – | – | 0.15% | 103 |
|
2023
Q4 | $186K | Hold |
15,293
| – | – | 0.15% | 93 |
|
2023
Q3 | $190K | Sell |
15,293
-2,500
| -14% | -$31.1K | 0.17% | 91 |
|
2023
Q2 | $269K | Hold |
17,793
| – | – | 0.24% | 80 |
|
2023
Q1 | $224K | Sell |
17,793
-3,500
| -16% | -$44.1K | 0.19% | 94 |
|
2022
Q4 | $248K | Sell |
21,293
-2,343
| -10% | -$27.3K | 0.22% | 89 |
|
2022
Q3 | $265K | Hold |
23,636
| – | – | 0.23% | 85 |
|
2022
Q2 | $263K | Buy |
23,636
+3,500
| +17% | +$38.9K | 0.22% | 92 |
|
2022
Q1 | $340K | Buy |
20,136
+2,320
| +13% | +$39.2K | 0.26% | 91 |
|
2021
Q4 | $370K | Sell |
17,816
-200
| -1% | -$4.15K | 0.27% | 80 |
|
2021
Q3 | $255K | Hold |
18,016
| – | – | 0.19% | 104 |
|
2021
Q2 | $268K | Buy |
+18,016
| New | +$268K | 0.2% | 106 |
|