TCWA
Turtle Creek Wealth Advisors’s Ford F Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $182K | Sell |
16,818
-2,317
| -12% | -$25.1K | 0.02% | 265 |
|
2025
Q1 | $192K | Sell |
19,135
-4,469
| -19% | -$44.8K | 0.03% | 116 |
|
2024
Q4 | $234K | Buy |
23,604
+2,007
| +9% | +$19.9K | 0.05% | 74 |
|
2024
Q3 | $228K | Sell |
21,597
-838
| -4% | -$8.85K | 0.05% | 165 |
|
2024
Q2 | $281K | Buy |
22,435
+1,437
| +7% | +$18K | 0.07% | 128 |
|
2024
Q1 | $279K | Buy |
20,998
+560
| +3% | +$7.44K | 0.07% | 125 |
|
2023
Q4 | $249K | Buy |
+20,438
| New | +$249K | 0.07% | 131 |
|