SPWM
Straight Path Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Hold |
17,208
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $173K | Hold |
17,208
| – | – | 0.07% | 104 |
|
|
2024
Q4 | $170K | Hold |
17,208
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $182K | Buy |
17,208
+7
| +0% | +$74 | 0.08% | 95 |
|
|
2024
Q2 | $216K | Sell |
17,201
-312
| -2% | -$3.91K | 0.11% | 85 |
|
|
2024
Q1 | $233K | Sell |
17,513
-103
| -0.6% | -$1.37K | 0.13% | 77 |
|
|
2023
Q4 | $215K | Buy |
17,616
+415
| +2% | +$5.06K | 0.13% | 81 |
|
|
2023
Q3 | $214K | Hold |
17,201
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $260K | Buy |
17,201
+201
| +1% | +$3.04K | 0.18% | 66 |
|
|
2023
Q1 | $214K | Hold |
17,000
| – | – | 0.17% | 65 |
|
|
2022
Q4 | $198K | Hold |
17,000
| – | – | 0.19% | 64 |
|
|
2022
Q3 | $190K | Hold |
17,000
| – | – | 0.17% | 65 |
|
|
2022
Q2 | $189K | Buy |
17,000
+1,000
| +6% | +$11.1K | 0.19% | 67 |
|
|
2022
Q1 | $271K | Buy |
+16,000
| New | +$271K | 0.23% | 55 |
|