Redmont Wealth Advisors’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 |
-38,587
| Closed | -$484K | – | 326 |
|
2024
Q2 | $484K | Sell |
38,587
-9,904
| -20% | -$124K | 0.76% | 38 |
|
2024
Q1 | $644K | Buy |
48,491
+159
| +0.3% | +$2.11K | 0.89% | 37 |
|
2023
Q4 | $589K | Buy |
48,332
+6,048
| +14% | +$73.7K | 0.86% | 42 |
|
2023
Q3 | $525K | Sell |
42,284
-8,392
| -17% | -$104K | 0.92% | 35 |
|
2023
Q2 | $767K | Buy |
50,676
+3,551
| +8% | +$53.7K | 1.32% | 19 |
|
2023
Q1 | $594K | Buy |
47,125
+531
| +1% | +$6.69K | 1.2% | 19 |
|
2022
Q4 | $542K | Buy |
46,594
+6,150
| +15% | +$71.5K | 0.64% | 41 |
|
2022
Q3 | $453K | Buy |
40,444
+4,303
| +12% | +$48.2K | 0.59% | 45 |
|
2022
Q2 | $402K | Buy |
+36,141
| New | +$402K | 0.49% | 46 |
|