Waverly Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
76,670
-9,387
| -11% | -$102K | 0.01% | 662 |
|
|
2025
Q1 | $863K | Sell |
86,057
-582
| -0.7% | -$5.84K | 0.01% | 637 |
|
|
2024
Q4 | $858K | Buy |
86,639
+50,150
| +137% | +$496K | 0.01% | 552 |
|
|
2024
Q3 | $385K | Buy |
36,489
+3,056
| +9% | +$32.3K | 0.01% | 628 |
|
|
2024
Q2 | $419K | Buy |
33,433
+16,316
| +95% | +$205K | 0.01% | 611 |
|
|
2024
Q1 | $227K | Sell |
17,117
-575
| -3% | -$7.64K | 0.01% | 631 |
|
|
2023
Q4 | $216K | Buy |
17,692
+895
| +5% | +$10.9K | 0.01% | 410 |
|
|
2023
Q3 | $209K | Buy |
16,797
+2,955
| +21% | +$36.7K | 0.01% | 383 |
|
|
2023
Q2 | $209K | Buy |
13,842
+627
| +5% | +$9.49K | 0.01% | 336 |
|
|
2023
Q1 | $167K | Buy |
13,215
+1,403
| +12% | +$17.7K | 0.01% | 285 |
|
|
2022
Q4 | $137K | Buy |
11,812
+886
| +8% | +$10.3K | 0.01% | 272 |
|
|
2022
Q3 | $122K | Sell |
10,926
-2,351
| -18% | -$26.3K | 0.01% | 240 |
|
|
2022
Q2 | $147K | Buy |
13,277
+453
| +4% | +$5.02K | 0.01% | 200 |
|
|
2022
Q1 | $217K | Sell |
12,824
-273
| -2% | -$4.62K | 0.02% | 187 |
|
|
2021
Q4 | $230K | Buy |
13,097
+142
| +1% | +$2.49K | 0.02% | 187 |
|
|
2021
Q3 | $253K | Buy |
12,955
+1,041
| +9% | +$20.3K | 0.02% | 186 |
|
|
2021
Q2 | $162K | Buy |
11,914
+30
| +0.3% | +$408 | 0.01% | 191 |
|
|
2021
Q1 | $148K | Buy |
+11,884
| New | +$148K | 0.01% | 171 |
|
|
2018
Q1 | – | Sell |
-17,197
| Closed | -$215K | – | 250 |
|
|
2017
Q4 | $215K | Buy |
17,197
+1,030
| +6% | +$12.9K | 0.03% | 220 |
|
|
2017
Q3 | $194K | Buy |
+16,167
| New | +$194K | 0.04% | 225 |
|
|
2015
Q4 | – | Sell |
-1,567
| Closed | -$21K | – | 218 |
|
|
2015
Q3 | $21K | Sell |
1,567
-1,991
| -56% | -$26.7K | 0.01% | 259 |
|
|
2015
Q2 | $53K | Buy |
3,558
+900
| +34% | +$13.4K | 0.03% | 130 |
|
|
2015
Q1 | $43K | Hold |
2,658
| – | – | 0.02% | 140 |
|
|
2014
Q4 | $41K | Sell |
2,658
-2,464
| -48% | -$38K | 0.02% | 139 |
|
|
2014
Q3 | $76K | Hold |
5,122
| – | – | 0.04% | 168 |
|
|
2014
Q2 | $88K | Buy |
5,122
+325
| +7% | +$5.58K | 0.04% | 162 |
|
|
2014
Q1 | $75K | Sell |
4,797
-8,779
| -65% | -$137K | 0.03% | 180 |
|
|
2013
Q4 | $209K | Buy |
13,576
+5,116
| +60% | +$78.8K | 0.07% | 145 |
|
|
2013
Q3 | $143K | Buy |
+8,460
| New | +$143K | 0.07% | 122 |
|