WealthPLAN Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,031
| Closed | -$239K | – | 269 |
|
|
2024
Q2 | $239K | Buy |
19,031
+54
| +0.3% | +$668 | 0.03% | 276 |
|
|
2024
Q1 | $252K | Buy |
18,977
+529
| +3% | +$6.41K | 0.03% | 274 |
|
|
2023
Q4 | $225K | Sell |
18,448
-3,349
| -15% | -$37.3K | 0.02% | 298 |
|
|
2023
Q3 | $271K | Buy |
21,797
+4,423
| +25% | +$57.4K | 0.03% | 272 |
|
|
2023
Q2 | $263K | Sell |
17,374
-11,306
| -39% | -$143K | 0.04% | 255 |
|
|
2023
Q1 | $361K | Sell |
28,680
-18,885
| -40% | -$236K | 0.04% | 231 |
|
|
2022
Q4 | $617K | Buy |
+47,565
| New | +$611K | 0.04% | 227 |
|
|
2022
Q1 | $780K | Buy |
55,081
+906
| +2% | +$17.2K | 0.05% | 196 |
|
|
2021
Q4 | $1.1M | Buy |
54,175
+4,700
| +9% | +$86.5K | 0.07% | 166 |
|
|
2021
Q3 | $988K | Sell |
49,475
-4,007
| -7% | -$54.5K | 0.07% | 168 |
|
|
2021
Q2 | $745K | Buy |
53,482
+750
| +1% | +$9.97K | 0.05% | 187 |
|
|
2021
Q1 | $601K | Buy |
52,732
+3,789
| +8% | +$43.4K | 0.05% | 201 |
|
|
2020
Q4 | $556K | Buy |
48,943
+12,267
| +33% | +$103K | 0.05% | 205 |
|
|
2020
Q3 | $301K | Buy |
36,676
+2,007
| +6% | +$13.6K | 0.03% | 254 |
|
|
2020
Q2 | $244K | Sell |
34,669
-500
| -1% | -$2.77K | 0.03% | 269 |
|
|
2020
Q1 | $172K | Sell |
35,169
-2,572
| -7% | -$19.3K | 0.02% | 237 |
|
|
2019
Q4 | $311K | Buy |
37,741
+3,519
| +10% | +$31.6K | 0.04% | 198 |
|
|
2019
Q3 | $301K | Buy |
34,222
+6,668
| +24% | +$63.3K | 0.04% | 186 |
|
|
2019
Q2 | $255K | Buy |
27,554
+199
| +0.7% | +$1.96K | 0.04% | 201 |
|
|
2019
Q1 | $283K | Buy |
27,355
+614
| +2% | +$5.27K | 0.04% | 211 |
|
|
2018
Q4 | $228K | Buy |
26,741
+9,848
| +58% | +$87.8K | 0.04% | 226 |
|
|
2018
Q3 | $153K | Sell |
16,893
-6,623
| -28% | -$66.2K | 0.03% | 243 |
|
|
2018
Q2 | $261K | Sell |
23,516
-488
| -2% | -$5.59K | 0.05% | 204 |
|
|
2018
Q1 | $266K | Buy |
24,004
+6,188
| +35% | +$69.8K | 0.06% | 223 |
|
|
2017
Q4 | $223K | Sell |
17,816
-3,238
| -15% | -$39.9K | 0.06% | 185 |
|
|
2017
Q3 | $252K | Sell |
21,054
-2,319
| -10% | -$26.2K | 0.07% | 160 |
|
|
2017
Q2 | $262K | Buy |
23,373
+21,190
| +971% | +$237K | 0.08% | 148 |
|
|
2017
Q1 | $24.6K | Buy |
+2,183
| New | +$27.1K | 0.09% | 165 |
|
|
2016
Q3 | $493K | Sell |
40,431
-13,255
| -25% | -$167K | 0.16% | 84 |
|
|
2016
Q2 | $341K | Buy |
+53,686
| New | +$708K | 0.04% | 267 |
|
|
2015
Q4 | $2.65M | Buy |
+564,272
| New | +$8.17M | 0.43% | 48 |
|
|
2015
Q2 | $3.48M | Buy |
231,655
+3,234
| +1% | +$50.1K | 1.52% | 10 |
|
|
2015
Q1 | $3.68M | Buy |
+228,421
| New | +$3.6M | 1.72% | 10 |
|
Other funds holding F
