Wealthspire Advisors (New York)’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
51,037
-213,745
| -81% | -$2.32M | ﹤0.01% | 512 |
|
|
2025
Q1 | $2.66M | Buy |
264,782
+136,587
| +107% | +$1.37M | 0.02% | 233 |
|
|
2024
Q4 | $1.27M | Sell |
128,195
-77,605
| -38% | -$768K | 0.01% | 324 |
|
|
2024
Q3 | $2.17M | Buy |
205,800
+5,931
| +3% | +$62.6K | 0.02% | 239 |
|
|
2024
Q2 | $2.51M | Buy |
199,869
+56,885
| +40% | +$713K | 0.03% | 177 |
|
|
2024
Q1 | $1.9M | Sell |
142,984
-45,445
| -24% | -$604K | 0.03% | 207 |
|
|
2023
Q4 | $2.3M | Buy |
188,429
+43,316
| +30% | +$528K | 0.03% | 175 |
|
|
2023
Q3 | $1.8M | Buy |
145,113
+83,726
| +136% | +$1.04M | 0.03% | 181 |
|
|
2023
Q2 | $929K | Sell |
61,387
-101,232
| -62% | -$1.53M | 0.02% | 259 |
|
|
2023
Q1 | $2.05M | Sell |
162,619
-74,844
| -32% | -$943K | 0.04% | 149 |
|
|
2022
Q4 | $2.76M | Buy |
237,463
+22,279
| +10% | +$259K | 0.05% | 127 |
|
|
2022
Q3 | $2.41M | Buy |
215,184
+64,299
| +43% | +$720K | 0.05% | 128 |
|
|
2022
Q2 | $1.68M | Buy |
150,885
+89,401
| +145% | +$995K | 0.04% | 155 |
|
|
2022
Q1 | $1.04M | Sell |
61,484
-21,376
| -26% | -$362K | 0.02% | 187 |
|
|
2021
Q4 | $1.72M | Sell |
82,860
-120,866
| -59% | -$2.51M | 0.04% | 159 |
|
|
2021
Q3 | $2.89M | Buy |
203,726
+158,396
| +349% | +$2.24M | 0.06% | 129 |
|
|
2021
Q2 | $674K | Sell |
45,330
-63,438
| -58% | -$943K | 0.02% | 199 |
|
|
2021
Q1 | $1.33M | Buy |
108,768
+26,270
| +32% | +$322K | 0.03% | 219 |
|
|
2020
Q4 | $725K | Buy |
+82,498
| New | +$725K | 0.02% | 250 |
|
|
2020
Q3 | – | Sell |
-28,415
| Closed | -$173K | – | 333 |
|
|
2020
Q2 | $173K | Sell |
28,415
-17,607
| -38% | -$107K | 0.01% | 264 |
|
|
2020
Q1 | $222K | Buy |
46,022
+32,152
| +232% | +$155K | 0.01% | 455 |
|
|
2019
Q4 | $129K | Buy |
13,870
+3,217
| +30% | +$29.9K | 0.01% | 205 |
|
|
2019
Q3 | $98K | Buy |
+10,653
| New | +$98K | 0.01% | 164 |
|
|
2019
Q1 | – | Sell |
-1,305
| Closed | -$10K | – | 297 |
|
|
2018
Q4 | $10K | Buy |
+1,305
| New | +$10K | ﹤0.01% | 500 |
|