Williams Jones Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,750
| Closed | -$249K | – | 545 |
|
|
2023
Q1 | $249K | Sell |
19,750
-39,896
| -67% | -$503K | ﹤0.01% | 469 |
|
|
2022
Q4 | $694K | Sell |
59,646
-45,194
| -43% | -$526K | 0.01% | 318 |
|
|
2022
Q3 | $1.17M | Buy |
104,840
+51,954
| +98% | +$582K | 0.02% | 246 |
|
|
2022
Q2 | $589K | Sell |
52,886
-41,282
| -44% | -$460K | 0.01% | 337 |
|
|
2022
Q1 | $1.59M | Sell |
94,168
-14,016
| -13% | -$237K | 0.02% | 217 |
|
|
2021
Q4 | $2.25M | Buy |
108,184
+30,487
| +39% | +$633K | 0.03% | 192 |
|
|
2021
Q3 | $1.1M | Buy |
77,697
+10,600
| +16% | +$150K | 0.02% | 240 |
|
|
2021
Q2 | $997K | Sell |
67,097
-16,589
| -20% | -$246K | 0.01% | 250 |
|
|
2021
Q1 | $1.03M | Buy |
+83,686
| New | +$1.03M | 0.02% | 245 |
|
|
2019
Q4 | – | Sell |
-29,565
| Closed | -$271K | – | 452 |
|
|
2019
Q3 | $271K | Buy |
+29,565
| New | +$271K | 0.01% | 363 |
|