RSWM
Robertson Stephens Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
42,825
+530
| +1% | +$5.75K | 0.01% | 374 |
|
|
2025
Q1 | $424K | Sell |
42,295
-362
| -0.8% | -$3.63K | 0.01% | 388 |
|
|
2024
Q4 | $422K | Sell |
42,657
-4,761
| -10% | -$47.1K | 0.02% | 391 |
|
|
2024
Q3 | $501K | Sell |
47,418
-2,657
| -5% | -$28.1K | 0.02% | 410 |
|
|
2024
Q2 | $628K | Buy |
50,075
+4,184
| +9% | +$52.5K | 0.03% | 290 |
|
|
2024
Q1 | $609K | Buy |
45,891
+122
| +0.3% | +$1.62K | 0.03% | 309 |
|
|
2023
Q4 | $558K | Buy |
45,769
+8,074
| +21% | +$98.4K | 0.03% | 293 |
|
|
2023
Q3 | $468K | Buy |
37,695
+11
| +0% | +$137 | 0.03% | 315 |
|
|
2023
Q2 | $570K | Sell |
37,684
-501
| -1% | -$7.58K | 0.04% | 261 |
|
|
2023
Q1 | $481K | Sell |
38,185
-5,989
| -14% | -$75.5K | 0.04% | 293 |
|
|
2022
Q4 | $514K | Sell |
44,174
-13,407
| -23% | -$156K | 0.05% | 260 |
|
|
2022
Q3 | $644K | Buy |
57,581
+1,912
| +3% | +$21.4K | 0.07% | 191 |
|
|
2022
Q2 | $619K | Buy |
55,669
+17,775
| +47% | +$198K | 0.06% | 215 |
|
|
2022
Q1 | $640K | Buy |
37,894
+807
| +2% | +$13.6K | 0.05% | 227 |
|
|
2021
Q4 | $770K | Sell |
37,087
-22
| -0.1% | -$457 | 0.06% | 207 |
|
|
2021
Q3 | $525K | Buy |
37,109
+214
| +0.6% | +$3.03K | 0.06% | 200 |
|
|
2021
Q2 | $548K | Buy |
36,895
+88
| +0.2% | +$1.31K | 0.07% | 201 |
|
|
2021
Q1 | $450K | Buy |
36,807
+931
| +3% | +$11.4K | 0.07% | 187 |
|
|
2020
Q4 | $315K | Hold |
35,876
| – | – | 0.07% | 182 |
|
|
2020
Q3 | $238K | Hold |
35,876
| – | – | 0.06% | 203 |
|
|
2020
Q2 | $218K | Sell |
35,876
-2,000
| -5% | -$12.2K | 0.06% | 173 |
|
|
2020
Q1 | $183K | Buy |
+37,876
| New | +$183K | 0.06% | 172 |
|