Wealth Management Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,200
| Closed | -$122K | – | 138 |
|
2025
Q1 | $122K | Sell |
12,200
-2,200
| -15% | -$22.1K | 0.06% | 113 |
|
2024
Q4 | $143K | Sell |
14,400
-300
| -2% | -$2.97K | 0.06% | 112 |
|
2024
Q3 | $155K | Sell |
14,700
-431
| -3% | -$4.55K | 0.07% | 111 |
|
2024
Q2 | $190K | Sell |
15,131
-280
| -2% | -$3.51K | 0.09% | 107 |
|
2024
Q1 | $205K | Sell |
15,411
-1,200
| -7% | -$15.9K | 0.1% | 113 |
|
2023
Q4 | $202K | Hold |
16,611
| – | – | 0.11% | 114 |
|
2023
Q3 | $206K | Buy |
16,611
+1,601
| +11% | +$19.9K | 0.13% | 112 |
|
2023
Q2 | $227K | Sell |
15,010
-500
| -3% | -$7.57K | 0.14% | 105 |
|
2023
Q1 | $195K | Buy |
15,510
+1,510
| +11% | +$19K | 0.14% | 110 |
|
2022
Q4 | $161K | Buy |
14,000
+3,000
| +27% | +$34.4K | 0.13% | 97 |
|
2022
Q3 | $135K | Buy |
+11,000
| New | +$135K | 0.12% | 92 |
|