Waypoint Wealth Counsel’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $117K | Buy |
10,776
+760
| +8% | +$8.25K | 0.06% | 186 |
|
2025
Q1 | $100K | Buy |
+10,016
| New | +$100K | 0.06% | 117 |
|
2024
Q4 | – | Sell |
-10,238
| Closed | -$108K | – | 100 |
|
2024
Q3 | $108K | Sell |
10,238
-2,021
| -16% | -$21.3K | 0.07% | 98 |
|
2024
Q2 | $154K | Sell |
12,259
-3,071
| -20% | -$38.5K | 0.12% | 86 |
|
2024
Q1 | $204K | Buy |
15,330
+499
| +3% | +$6.63K | 0.16% | 92 |
|
2023
Q4 | $181K | Sell |
14,831
-461
| -3% | -$5.62K | 0.15% | 89 |
|
2023
Q3 | $190K | Buy |
15,292
+268
| +2% | +$3.33K | 0.18% | 85 |
|
2023
Q2 | $227K | Buy |
15,024
+219
| +1% | +$3.31K | 0.2% | 77 |
|
2023
Q1 | $187K | Sell |
14,805
-3,900
| -21% | -$49.1K | 0.14% | 87 |
|
2022
Q4 | $218K | Buy |
+18,705
| New | +$218K | 0.18% | 86 |
|