Welch Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,897
| Closed | -$168K | – | 271 |
|
|
2024
Q3 | $168K | Buy |
15,897
+15
| +0.1% | +$158 | 0.01% | 257 |
|
|
2024
Q2 | $199K | Sell |
15,882
-1,872
| -11% | -$23.5K | 0.01% | 248 |
|
|
2024
Q1 | $236K | Buy |
17,754
+897
| +5% | +$11.9K | 0.01% | 199 |
|
|
2023
Q4 | $205K | Buy |
16,857
+17
| +0.1% | +$207 | 0.01% | 214 |
|
|
2023
Q3 | $209K | Sell |
16,840
-10,983
| -39% | -$136K | 0.01% | 197 |
|
|
2023
Q2 | $421K | Buy |
27,823
+10
| +0% | +$151 | 0.02% | 125 |
|
|
2023
Q1 | $350K | Buy |
27,813
+919
| +3% | +$11.6K | 0.02% | 144 |
|
|
2022
Q4 | $313K | Buy |
26,894
+58
| +0.2% | +$675 | 0.02% | 154 |
|
|
2022
Q3 | $301K | Buy |
26,836
+15
| +0.1% | +$168 | 0.02% | 132 |
|
|
2022
Q2 | $299K | Sell |
26,821
-706
| -3% | -$7.87K | 0.02% | 148 |
|
|
2022
Q1 | $465K | Buy |
27,527
+11,755
| +75% | +$199K | 0.03% | 121 |
|
|
2021
Q4 | $328K | Buy |
15,772
+4,004
| +34% | +$83.3K | 0.02% | 160 |
|
|
2021
Q3 | $167K | Hold |
11,768
| – | – | 0.01% | 186 |
|
|
2021
Q2 | $175K | Hold |
11,768
| – | – | 0.01% | 188 |
|
|
2021
Q1 | $144K | Sell |
11,768
-15
| -0.1% | -$184 | 0.01% | 189 |
|
|
2020
Q4 | $104K | Sell |
11,783
-117
| -1% | -$1.03K | 0.01% | 147 |
|
|
2020
Q3 | $79K | Buy |
11,900
+165
| +1% | +$1.1K | 0.01% | 139 |
|
|
2020
Q2 | $71K | Hold |
11,735
| – | – | 0.01% | 132 |
|
|
2020
Q1 | $57K | Buy |
+11,735
| New | +$57K | 0.01% | 154 |
|
|
2017
Q3 | – | Sell |
-50,172
| Closed | -$561K | – | 135 |
|
|
2017
Q2 | $561K | Buy |
+50,172
| New | +$561K | 0.09% | 66 |
|