Winch Advisory Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $208K | Sell |
18,017
-475
| -3% | -$6.26K | 0.05% | 98 |
|
|
2025
Q4 | $243K | Sell |
18,492
-579
| -3% | -$7.46K | 0.05% | 92 |
|
|
2025
Q3 | $228K | Buy |
19,071
+192
| +1% | +$2.21K | 0.05% | 95 |
|
|
2025
Q2 | $205K | Buy |
18,879
+222
| +1% | +$2.26K | 0.05% | 98 |
|
|
2025
Q1 | $187K | Buy |
18,657
+1,564
| +9% | +$15.3K | 0.05% | 93 |
|
|
2024
Q4 | $169K | Sell |
17,093
-1,267
| -7% | -$13.5K | 0.04% | 95 |
|
|
2024
Q3 | $194K | Buy |
18,360
+1,080
| +6% | +$12.4K | 0.05% | 91 |
|
|
2024
Q2 | $217K | Buy |
17,280
+3,751
| +28% | +$46.4K | 0.06% | 83 |
|
|
2024
Q1 | $180K | Sell |
13,529
-394
| -3% | -$4.78K | 0.05% | 86 |
|
|
2023
Q4 | $170K | Buy |
13,923
+904
| +7% | +$10.1K | 0.06% | 84 |
|
|
2023
Q3 | $162K | Buy |
13,019
+34
| +0.3% | +$441 | 0.06% | 83 |
|
|
2023
Q2 | $196K | Sell |
12,985
-543
| -4% | -$6.87K | 0.07% | 76 |
|
|
2023
Q1 | $170K | Buy |
13,528
+447
| +3% | +$5.6K | 0.07% | 80 |
|
|
2022
Q4 | $152K | Buy |
13,081
+1,500
| +13% | +$19.3K | 0.06% | 85 |
|
|
2022
Q3 | $130K | Buy |
11,581
+209
| +2% | +$2.92K | 0.06% | 81 |
|
|
2022
Q2 | $127K | Sell |
11,372
-2,236
| -16% | -$30.6K | 0.05% | 84 |
|
|
2022
Q1 | $230K | Buy |
13,608
+631
| +5% | +$12K | 0.08% | 71 |
|
|
2021
Q4 | $270K | Buy |
12,977
+29
| +0.2% | +$534 | 0.09% | 68 |
|
|
2021
Q3 | $183K | Hold |
12,948
| – | – | 0.06% | 73 |
|
|
2021
Q2 | $192K | Hold |
12,948
| – | – | 0.07% | 71 |
|
|
2021
Q1 | $159K | Buy |
12,948
+460
| +4% | +$5.26K | 0.06% | 67 |
|
|
2020
Q4 | $110K | Sell |
12,488
-465
| -4% | -$3.89K | 0.05% | 70 |
|
|
2020
Q3 | $86K | Buy |
12,953
+465
| +4% | +$3.15K | 0.04% | 70 |
|
|
2020
Q2 | $76K | Buy |
12,488
+500
| +4% | +$2.77K | 0.04% | 74 |
|
|
2020
Q1 | $58K | Buy |
11,988
+3,100
| +35% | +$23.2K | 0.03% | 78 |
|
|
2019
Q4 | $83K | Buy |
8,888
+4,476
| +101% | +$40.2K | 0.04% | 88 |
|
|
2019
Q3 | $40K | Buy |
4,412
+151
| +4% | +$1.43K | 0.02% | 116 |
|
|
2019
Q2 | $44K | Buy |
4,261
+48
| +1% | +$473 | 0.02% | 120 |
|
|
2019
Q1 | $37K | Buy |
4,213
+51
| +1% | +$438 | 0.02% | 129 |
|
|
2018
Q4 | $32K | Buy |
4,162
+49
| +1% | +$437 | 0.02% | 120 |
|
|
2018
Q3 | $38K | Sell |
4,113
-214
| -5% | -$2.14K | 0.02% | 117 |
|
|
2018
Q2 | $48K | Buy |
4,327
+1
| +0% | +$11 | 0.03% | 115 |
|
|
2018
Q1 | $48K | Buy |
4,326
+1,853
| +75% | +$20.9K | 0.03% | 116 |
|
|
2017
Q4 | $31K | Buy |
2,473
+27
| +1% | +$332 | 0.02% | 130 |
|
|
2017
Q3 | $29K | Sell |
2,446
-866
| -26% | -$9.77K | 0.02% | 119 |
|
|
2017
Q2 | $37K | Sell |
3,312
-14,974
| -82% | -$167K | 0.02% | 131 |
|
|
2017
Q1 | $213K | Sell |
18,286
-7,245
| -28% | -$90K | 0.14% | 80 |
|
|
2016
Q4 | $310K | Buy |
25,531
+24,645
| +2,782% | +$299K | 0.21% | 58 |
|
|
2016
Q3 | $11K | Buy |
886
+10
| +1% | +$126 | 0.01% | 147 |
|
|
2016
Q2 | $11K | Buy |
876
+409
| +88% | +$5.39K | 0.01% | 138 |
|
|
2016
Q1 | $6K | Sell |
467
-994
| -68% | -$12.5K | 0.01% | 144 |
|
|
2015
Q4 | $21K | Sell |
1,461
-615
| -30% | -$8.91K | 0.02% | 82 |
|
|
2015
Q3 | $28K | Buy |
2,076
+10
| +0.5% | +$143 | 0.04% | 67 |
|
|
2015
Q2 | $31K | Buy |
2,066
+9
| +0.4% | +$140 | 0.02% | 126 |
|
|
2015
Q1 | $33K | Buy |
+2,057
| New | +$32.5K | 0.02% | 99 |
|
|
2014
Q4 | – | Sell |
-3,562
| Closed | -$53K | – | 84 |
|
|
2014
Q3 | $53K | Buy |
3,562
+1,421
| +66% | +$24.3K | 0.03% | 74 |
|
|
2014
Q2 | $37K | Buy |
2,141
+60
| +3% | +$976 | 0.02% | 98 |
|
|
2014
Q1 | $32K | Buy |
+2,081
| New | +$32.2K | 0.02% | 122 |
|
Other funds holding F
VCM
VPM
