SWM
Selective Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
10,757
-1,730
| -14% | -$20.5K | 0.05% | 98 |
|
|
2025
Q1 | $117K | Sell |
12,487
-1,000
| -7% | -$9.33K | 0.05% | 99 |
|
|
2024
Q4 | $132K | Hold |
13,487
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $141K | Sell |
13,487
-400
| -3% | -$4.2K | 0.06% | 105 |
|
|
2024
Q2 | $179K | Sell |
13,887
-189
| -1% | -$2.44K | 0.08% | 101 |
|
|
2024
Q1 | $184K | Hold |
14,076
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $164K | Sell |
14,076
-315
| -2% | -$3.68K | 0.08% | 85 |
|
|
2023
Q3 | $173K | Sell |
14,391
-1,500
| -9% | -$18K | 0.09% | 87 |
|
|
2023
Q2 | $239K | Buy |
+15,891
| New | +$239K | 0.12% | 98 |
|
|
2022
Q4 | $213K | Sell |
17,214
-3,709
| -18% | -$46K | 0.11% | 116 |
|
|
2022
Q3 | $234K | Sell |
20,923
-400
| -2% | -$4.47K | 0.1% | 108 |
|
|
2022
Q2 | $237K | Buy |
21,323
+250
| +1% | +$2.78K | 0.08% | 127 |
|
|
2022
Q1 | $356K | Buy |
21,073
+6,300
| +43% | +$106K | 0.13% | 85 |
|
|
2021
Q4 | $307K | Sell |
14,773
-400
| -3% | -$8.31K | 0.13% | 83 |
|
|
2021
Q3 | $215K | Buy |
15,173
+3,000
| +25% | +$42.5K | 0.11% | 102 |
|
|
2021
Q2 | $181K | Buy |
12,173
+6,673
| +121% | +$99.2K | 0.14% | 75 |
|
|
2021
Q1 | $67K | Buy |
5,500
+450
| +9% | +$5.48K | 0.06% | 107 |
|
|
2020
Q4 | $44K | Buy |
5,050
+50
| +1% | +$436 | 0.03% | 120 |
|
|
2020
Q3 | $33K | Sell |
5,000
-600
| -11% | -$3.96K | 0.03% | 120 |
|
|
2020
Q2 | $34K | Buy |
5,600
+1,800
| +47% | +$10.9K | 0.03% | 134 |
|
|
2020
Q1 | $18K | Sell |
3,800
-800
| -17% | -$3.79K | 0.03% | 113 |
|
|
2019
Q4 | $43K | Sell |
4,600
-600
| -12% | -$5.61K | 0.05% | 82 |
|
|
2019
Q3 | $48K | Buy |
+5,200
| New | +$48K | 0.07% | 79 |
|
|
2018
Q3 | $67K | Buy |
+7,222
| New | +$67K | 0.8% | 29 |
|