Venturi Wealth Management’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
10,906
-4,368
-29% -$47.4K 0.01% 533
2025
Q1
$153K Buy
15,274
+12,865
+534% +$129K 0.01% 548
2024
Q4
$23.9K Buy
2,409
+505
+27% +$5K ﹤0.01% 1220
2024
Q3
$20.1K Sell
1,904
-3,149
-62% -$33.3K ﹤0.01% 1010
2024
Q2
$63.4K Buy
5,053
+2,690
+114% +$33.7K ﹤0.01% 602
2024
Q1
$31.4K Buy
2,363
+531
+29% +$7.05K ﹤0.01% 614
2023
Q4
$22.3K Sell
1,832
-34,917
-95% -$426K ﹤0.01% 671
2023
Q3
$456K Buy
36,749
+5,394
+17% +$67K 0.04% 250
2023
Q2
$474K Buy
31,355
+15,064
+92% +$228K 0.04% 222
2023
Q1
$205K Buy
+16,291
New +$205K 0.02% 314
2016
Q4
Sell
-354,162
Closed -$4.28M 155
2016
Q3
$4.28M Sell
354,162
-727
-0.2% -$8.78K 1.42% 30
2016
Q2
$4.46M Buy
354,889
+42,133
+13% +$530K 1.52% 25
2016
Q1
$4.22M Buy
312,756
+53,755
+21% +$726K 1.58% 24
2015
Q4
$3.65M Buy
+259,001
New +$3.65M 1.66% 25