Sax 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
Q2 | $282K | Buy |
25,946
+842
| +3% | +$9.14K | 0.02% | 353 |
|
|
2025
Q1 | $252K | Sell |
25,104
-3,063
| -11% | -$30.7K | 0.02% | 316 |
|
|
2024
Q4 | $279K | Buy |
28,167
+224
| +0.8% | +$2.22K | 0.02% | 276 |
|
|
2024
Q3 | $295K | Buy |
+27,943
| New | +$295K | 0.03% | 222 |
|
|
2023
Q1 | – | Sell |
-12,572
| Closed | -$146K | – | 179 |
|
|
2022
Q4 | $146K | Sell |
12,572
-591
| -4% | -$6.87K | 0.03% | 164 |
|
|
2022
Q3 | $147K | Buy |
+13,163
| New | +$147K | 0.04% | 154 |
|