Willow Creek Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,363
| Closed | -$164K | – | 153 |
|
|
2024
Q1 | $164K | Buy |
12,363
+35
| +0.3% | +$465 | 0.02% | 153 |
|
|
2023
Q4 | $150K | Sell |
12,328
-34
| -0.3% | -$414 | 0.02% | 145 |
|
|
2023
Q3 | $154K | Buy |
12,362
+10
| +0.1% | +$124 | 0.02% | 131 |
|
|
2023
Q2 | $187K | Buy |
12,352
+66
| +0.5% | +$999 | 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 | +$137K | 0.03% | 122 |
|