Wealth Management Associates’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Sell |
13,547
-1,287
| -9% | -$14K | 0.06% | 213 |
|
|
2025
Q1 | $149K | Sell |
14,834
-962
| -6% | -$9.65K | 0.06% | 206 |
|
|
2024
Q4 | $156K | Sell |
15,796
-1,000
| -6% | -$9.9K | 0.07% | 202 |
|
|
2024
Q3 | $177K | Sell |
16,796
-750
| -4% | -$7.92K | 0.08% | 201 |
|
|
2024
Q2 | $220K | Hold |
17,546
| – | – | 0.1% | 180 |
|
|
2024
Q1 | $220K | Sell |
17,546
-300
| -2% | -$3.76K | 0.1% | 180 |
|
|
2023
Q4 | $218K | Sell |
17,846
-580
| -3% | -$7.07K | 0.11% | 180 |
|
|
2023
Q3 | $229K | Sell |
18,426
-95
| -0.5% | -$1.18K | 0.13% | 160 |
|
|
2023
Q2 | $280K | Sell |
18,521
-2,550
| -12% | -$38.6K | 0.16% | 139 |
|
|
2023
Q1 | $265K | Sell |
21,071
-1,004
| -5% | -$12.7K | 0.16% | 147 |
|
|
2022
Q4 | $257K | Buy |
22,075
+5,221
| +31% | +$60.7K | 0.17% | 142 |
|
|
2022
Q3 | $189K | Sell |
16,854
-11,960
| -42% | -$134K | 0.13% | 166 |
|
|
2022
Q2 | $321K | Sell |
28,814
-4,229
| -13% | -$47.1K | 0.22% | 121 |
|
|
2022
Q1 | $559K | Buy |
33,043
+1,991
| +6% | +$33.7K | 0.32% | 78 |
|
|
2021
Q4 | $645K | Sell |
31,052
-3,343
| -10% | -$69.4K | 0.35% | 72 |
|
|
2021
Q3 | $487K | Sell |
34,395
-1,800
| -5% | -$25.5K | 0.28% | 89 |
|
|
2021
Q2 | $538K | Buy |
36,195
+24,870
| +220% | +$370K | 0.31% | 78 |
|
|
2021
Q1 | $139K | Buy |
+11,325
| New | +$139K | 0.09% | 184 |
|
|
2020
Q4 | – | Sell |
-10,043
| Closed | -$66.9K | – | 179 |
|
|
2020
Q3 | $66.9K | Sell |
10,043
-500
| -5% | -$3.33K | 0.05% | 157 |
|
|
2020
Q2 | $64.1K | Sell |
10,543
-3,071
| -23% | -$18.7K | 0.05% | 149 |
|
|
2020
Q1 | $65.8K | Buy |
+13,614
| New | +$65.8K | 0.07% | 121 |
|