WA
WealthTrust Axiom’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
28,854
-11,700
| -29% | -$127K | 0.09% | 177 |
|
|
2025
Q1 | $407K | Sell |
40,554
-4,000
| -9% | -$40.1K | 0.12% | 149 |
|
|
2024
Q4 | $441K | Buy |
44,554
+55
| +0.1% | +$545 | 0.13% | 143 |
|
|
2024
Q3 | $470K | Sell |
44,499
-600
| -1% | -$6.34K | 0.14% | 139 |
|
|
2024
Q2 | $566K | Buy |
45,099
+950
| +2% | +$11.9K | 0.19% | 118 |
|
|
2024
Q1 | $586K | Sell |
44,149
-2,350
| -5% | -$31.2K | 0.19% | 115 |
|
|
2023
Q4 | $567K | Sell |
46,499
-31,805
| -41% | -$388K | 0.19% | 113 |
|
|
2023
Q3 | $973K | Hold |
78,304
| – | – | 0.35% | 62 |
|
|
2023
Q2 | $1.18M | Sell |
78,304
-245
| -0.3% | -$3.71K | 0.39% | 55 |
|
|
2023
Q1 | $990K | Buy |
78,549
+1,524
| +2% | +$19.2K | 0.34% | 70 |
|
|
2022
Q4 | $896K | Buy |
77,025
+4
| +0% | +$47 | 0.31% | 71 |
|
|
2022
Q3 | $862K | Buy |
77,021
+28
| +0% | +$313 | 0.33% | 71 |
|
|
2022
Q2 | $856K | Sell |
76,993
-2,132
| -3% | -$23.7K | 0.31% | 73 |
|
|
2022
Q1 | $1.34M | Buy |
79,125
+270
| +0.3% | +$4.57K | 0.42% | 58 |
|
|
2021
Q4 | $1.64M | Sell |
78,855
-2,500
| -3% | -$51.9K | 0.52% | 47 |
|
|
2021
Q3 | $1.15M | Sell |
81,355
-200
| -0.2% | -$2.83K | 0.39% | 63 |
|
|
2021
Q2 | $1.21M | Buy |
81,555
+4,200
| +5% | +$62.4K | 0.39% | 65 |
|
|
2021
Q1 | $947K | Buy |
77,355
+2,250
| +3% | +$27.5K | 0.32% | 76 |
|
|
2020
Q4 | $660K | Buy |
75,105
+5,495
| +8% | +$48.3K | 0.24% | 89 |
|
|
2020
Q3 | $463K | Sell |
69,610
-7,750
| -10% | -$51.5K | 0.2% | 100 |
|
|
2020
Q2 | $470K | Sell |
77,360
-17,195
| -18% | -$104K | 0.21% | 95 |
|
|
2020
Q1 | $456K | Sell |
94,555
-8,495
| -8% | -$41K | 0.22% | 91 |
|
|
2019
Q4 | $958K | Sell |
103,050
-7,732
| -7% | -$71.9K | 0.32% | 75 |
|
|
2019
Q3 | $1.01M | Buy |
110,782
+86
| +0.1% | +$787 | 0.36% | 72 |
|
|
2019
Q2 | $1.13M | Buy |
110,696
+80
| +0.1% | +$818 | 0.39% | 70 |
|
|
2019
Q1 | $971K | Buy |
110,616
+86
| +0.1% | +$755 | 0.35% | 70 |
|
|
2018
Q4 | $845K | Buy |
110,530
+1,980
| +2% | +$15.1K | 0.35% | 74 |
|
|
2018
Q3 | $1M | Sell |
108,550
-1,750
| -2% | -$16.2K | 0.34% | 72 |
|
|
2018
Q2 | $1.22M | Buy |
110,300
+5,300
| +5% | +$58.7K | 0.43% | 61 |
|
|
2018
Q1 | $1.16M | Sell |
105,000
-7,200
| -6% | -$79.7K | 0.42% | 62 |
|
|
2017
Q4 | $1.4M | Buy |
112,200
+6,000
| +6% | +$74.9K | 0.52% | 55 |
|
|
2017
Q3 | $1.27M | Sell |
106,200
-2,350
| -2% | -$28.1K | 0.48% | 57 |
|
|
2017
Q2 | $1.21M | Buy |
108,550
+42,200
| +64% | +$472K | 0.46% | 63 |
|
|
2017
Q1 | $772K | Buy |
66,350
+12,500
| +23% | +$145K | 0.28% | 89 |
|
|
2016
Q4 | $653K | Buy |
53,850
+12,000
| +29% | +$146K | 0.24% | 97 |
|
|
2016
Q3 | $505K | Buy |
41,850
+17,800
| +74% | +$215K | 0.19% | 106 |
|
|
2016
Q2 | $302K | Buy |
24,050
+7,500
| +45% | +$94.2K | 0.12% | 146 |
|
|
2016
Q1 | $223K | Buy |
16,550
+1,050
| +7% | +$14.1K | 0.09% | 175 |
|
|
2015
Q4 | $218K | Sell |
15,500
-200
| -1% | -$2.81K | 0.09% | 179 |
|
|
2015
Q3 | $213K | Buy |
15,700
+1,000
| +7% | +$13.6K | 0.09% | 178 |
|
|
2015
Q2 | $220K | Sell |
14,700
-300
| -2% | -$4.49K | 0.08% | 188 |
|
|
2015
Q1 | $242K | Sell |
15,000
-199
| -1% | -$3.21K | 0.09% | 175 |
|
|
2014
Q4 | $235K | Buy |
15,199
+443
| +3% | +$6.85K | 0.08% | 178 |
|
|
2014
Q3 | $218K | Buy |
14,756
+1,000
| +7% | +$14.8K | 0.08% | 184 |
|
|
2014
Q2 | $237K | Hold |
13,756
| – | – | 0.08% | 172 |
|
|
2014
Q1 | $214K | Hold |
13,756
| – | – | 0.08% | 174 |
|
|
2013
Q4 | $212K | Sell |
13,756
-1,550
| -10% | -$23.9K | 0.08% | 159 |
|
|
2013
Q3 | $258K | Sell |
15,306
-1,500
| -9% | -$25.3K | 0.11% | 130 |
|
|
2013
Q2 | $259K | Buy |
+16,806
| New | +$259K | 0.11% | 134 |
|