SWM
Segment Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
10,188
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $102K | Hold |
10,188
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $101K | Hold |
10,188
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $108K | Hold |
10,188
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $128K | Sell |
10,188
-564
| -5% | -$7.07K | 0.01% | 257 |
|
|
2024
Q1 | $143K | Buy |
10,752
+527
| +5% | +$7K | 0.01% | 251 |
|
|
2023
Q4 | $125K | Hold |
10,225
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $127K | Sell |
10,225
-225
| -2% | -$2.8K | 0.01% | 215 |
|
|
2023
Q2 | $158K | Buy |
10,450
+225
| +2% | +$3.4K | 0.02% | 208 |
|
|
2023
Q1 | $129K | Hold |
10,225
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $119K | Sell |
10,225
-675
| -6% | -$7.85K | 0.01% | 212 |
|
|
2022
Q3 | $122K | Hold |
10,900
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $121K | Buy |
+10,900
| New | +$121K | 0.02% | 209 |
|