Welch & Forbes’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,159
| Closed | -$318K | – | 373 |
|
|
2024
Q4 | $318K | Hold |
32,159
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $340K | Buy |
32,159
+1
| +0% | +$11 | ﹤0.01% | 326 |
|
|
2024
Q2 | $414K | Sell |
32,158
-400
| -1% | -$5.14K | 0.01% | 302 |
|
|
2024
Q1 | $432K | Sell |
32,558
-100
| -0.3% | -$1.33K | 0.01% | 298 |
|
|
2023
Q4 | $398K | Sell |
32,658
-5,208
| -14% | -$63.5K | 0.01% | 306 |
|
|
2023
Q3 | $470K | Sell |
37,866
-2,500
| -6% | -$31.1K | 0.01% | 287 |
|
|
2023
Q2 | $611K | Buy |
40,366
+100
| +0.2% | +$1.51K | 0.01% | 263 |
|
|
2023
Q1 | $507K | Sell |
40,266
-4,100
| -9% | -$51.7K | 0.01% | 276 |
|
|
2022
Q4 | $516K | Buy |
44,366
+31,600
| +248% | +$368K | 0.01% | 279 |
|
|
2022
Q3 | $143K | Buy |
+12,766
| New | +$143K | ﹤0.01% | 364 |
|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$208K | – | 395 |
|
|
2021
Q4 | $208K | Buy |
+10,000
| New | +$208K | ﹤0.01% | 373 |
|
|
2014
Q4 | – | Sell |
-10,650
| Closed | -$157K | – | 348 |
|
|
2014
Q3 | $157K | Sell |
10,650
-3,100
| -23% | -$45.7K | ﹤0.01% | 342 |
|
|
2014
Q2 | $237K | Sell |
13,750
-3,400
| -20% | -$58.6K | 0.01% | 306 |
|
|
2014
Q1 | $268K | Sell |
17,150
-5,304
| -24% | -$82.9K | 0.01% | 298 |
|
|
2013
Q4 | $347K | Buy |
22,454
+2,305
| +11% | +$35.6K | 0.01% | 268 |
|
|
2013
Q3 | $340K | Buy |
20,149
+865
| +4% | +$14.6K | 0.01% | 283 |
|
|
2013
Q2 | $298K | Buy |
+19,284
| New | +$298K | 0.01% | 273 |
|