Rooted Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,917
| Closed | -$214K | – | 94 |
|
|
2024
Q4 | $214K | Buy |
+21,917
| New | +$214K | 0.08% | 90 |
|
|
2023
Q4 | – | Sell |
-12,211
| Closed | -$125K | – | 77 |
|
|
2023
Q3 | $125K | Sell |
12,211
-3,662
| -23% | -$37.5K | 0.08% | 74 |
|
|
2023
Q2 | $244K | Buy |
15,873
+3,723
| +31% | +$57.2K | 0.16% | 66 |
|
|
2023
Q1 | $152K | Buy |
+12,150
| New | +$152K | 0.11% | 86 |
|