WealthPlan Investment 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 | $388K | Sell |
35,779
-1,497
| -4% | -$16.2K | 0.03% | 264 |
|
|
2025
Q1 | $374K | Buy |
37,276
+13,573
| +57% | +$136K | 0.04% | 201 |
|
|
2024
Q4 | $235K | Sell |
23,703
-10,365
| -30% | -$103K | 0.02% | 242 |
|
|
2024
Q3 | $360K | Buy |
34,068
+14,235
| +72% | +$150K | 0.04% | 182 |
|
|
2024
Q2 | $249K | Buy |
19,833
+181
| +0.9% | +$2.27K | 0.04% | 166 |
|
|
2024
Q1 | $261K | Sell |
19,652
-4,832
| -20% | -$64.2K | 0.04% | 164 |
|
|
2023
Q4 | $298K | Buy |
24,484
+7,734
| +46% | +$94.3K | 0.05% | 154 |
|
|
2023
Q3 | $208K | Buy |
16,750
+3,669
| +28% | +$45.6K | 0.04% | 164 |
|
|
2023
Q2 | $198K | Sell |
13,081
-3,216
| -20% | -$48.7K | 0.06% | 127 |
|
|
2023
Q1 | $205K | Sell |
16,297
-31,268
| -66% | -$394K | 0.04% | 158 |
|
|
2022
Q4 | $623K | Buy |
47,565
+2,164
| +5% | +$28.3K | 0.04% | 225 |
|
|
2022
Q3 | $595K | Buy |
+45,401
| New | +$595K | 0.04% | 221 |
|
|
2022
Q1 | $780K | Buy |
+55,081
| New | +$780K | 0.05% | 196 |
|