WF
F icon

Welch & Forbes’s Ford F Stock Holding History

Welch & Forbes’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$4.95K 0.01% 302
2024
Q1 		$432K Sell
32,558
-100
-0.3% -$1.21K 0.01% 298
2023
Q4 		$398K Sell
32,658
-5,208
-14% -$58K 0.01% 306
2023
Q3 		$470K Sell
37,866
-2,500
-6% -$32.5K 0.01% 287
2023
Q2 		$611K Buy
40,366
+100
+0.2% +$1.26K 0.01% 263
2023
Q1 		$507K Sell
40,266
-4,100
-9% -$51.3K 0.01% 276
2022
Q4 		$516K Buy
44,366
+31,600
+248% +$406K 0.01% 279
2022
Q3 		$143K Buy
+12,766
New +$179K ﹤0.01% 364
2022
Q1 		– Sell
-10,000
Closed -$208K – 395
2021
Q4 		$208K Buy
+10,000
New +$184K ﹤0.01% 373
2014
Q4 		– Sell
-10,650
Closed -$157K – 348
2014
Q3 		$157K Sell
10,650
-3,100
-23% -$53K ﹤0.01% 342
2014
Q2 		$237K Sell
13,750
-3,400
-20% -$55.3K 0.01% 306
2014
Q1 		$268K Sell
17,150
-5,304
-24% -$82.1K 0.01% 298
2013
Q4 		$347K Buy
22,454
+2,305
+11% +$38.7K 0.01% 268
2013
Q3 		$340K Buy
20,149
+865
+4% +$14.6K 0.01% 283
2013
Q2 		$298K Buy
+19,284
New +$276K 0.01% 273

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM