WCWM
F icon

Willow Creek Wealth Management’s Ford F Stock Holding History

Willow Creek Wealth Management’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
2024
Q2 		– Sell
-12,363
Closed -$164K – 153
2024
Q1 		$164K Buy
12,363
+35
+0.3% +$424 0.02% 153
2023
Q4 		$150K Sell
12,328
-34
-0.3% -$378 0.02% 145
2023
Q3 		$154K Buy
12,362
+10
+0.1% +$130 0.02% 131
2023
Q2 		$187K Buy
12,352
+66
+0.5% +$835 0.03% 143
2023
Q1 		$155K Sell
12,286
-1
-0% -$13 0.02% 132
2022
Q4 		$143K Hold
12,287
– – 0.02% 131
2022
Q3 		$138K Hold
12,287
– – 0.03% 117
2022
Q2 		$137K Buy
+12,287
New +$168K 0.03% 122

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