Winthrop Advisory Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,051
| Closed | -$171K | – | 185 |
|
|
2025
Q1 | $171K | Buy |
17,051
+331
| +2% | +$3.23K | 0.02% | 153 |
|
|
2024
Q4 | $166K | Sell |
16,720
-159
| -0.9% | -$1.7K | 0.02% | 152 |
|
|
2024
Q3 | $178K | Buy |
16,879
+141
| +0.8% | +$1.61K | 0.02% | 147 |
|
|
2024
Q2 | $210K | Buy |
16,738
+126
| +0.8% | +$1.56K | 0.03% | 136 |
|
|
2024
Q1 | $221K | Buy |
16,612
+464
| +3% | +$5.63K | 0.03% | 131 |
|
|
2023
Q4 | $197K | Buy |
+16,148
| New | +$180K | 0.03% | 135 |
|
|
2021
Q4 | – | Sell |
-20,000
| Closed | -$283K | – | 146 |
|
|
2021
Q3 | $283K | Hold |
20,000
| – | – | 0.06% | 104 |
|
|
2021
Q2 | $297K | Sell |
20,000
-21,807
| -52% | -$290K | 0.07% | 100 |
|
|
2021
Q1 | $512K | Hold |
41,807
| – | – | 0.13% | 60 |
|
|
2020
Q4 | $367K | Sell |
41,807
-750
| -2% | -$6.28K | 0.1% | 78 |
|
|
2020
Q3 | $284K | Hold |
42,557
| – | – | 0.09% | 88 |
|
|
2020
Q2 | $254K | Sell |
42,557
-1,000
| -2% | -$5.54K | 0.09% | 75 |
|
|
2020
Q1 | $210K | Sell |
43,557
-3,000
| -6% | -$22.5K | 0.08% | 80 |
|
|
2019
Q4 | $433K | Buy |
46,557
+2,230
| +5% | +$20K | 0.16% | 57 |
|
|
2019
Q3 | $406K | Buy |
44,327
+13
| +0% | +$123 | 0.16% | 54 |
|
|
2019
Q2 | $453K | Buy |
44,314
+11
| +0% | +$108 | 0.19% | 48 |
|
|
2019
Q1 | $396K | Buy |
44,303
+13
| +0% | +$112 | 0.17% | 55 |
|
|
2018
Q4 | $339K | Buy |
44,290
+11
| +0% | +$98 | 0.17% | 51 |
|
|
2018
Q3 | $410K | Buy |
44,279
+11
| +0% | +$110 | 0.23% | 48 |
|
|
2018
Q2 | $490K | Buy |
44,268
+9
| +0% | +$103 | 0.32% | 40 |
|
|
2018
Q1 | $487K | Sell |
44,259
-3,681
| -8% | -$41.5K | 0.34% | 40 |
|
|
2017
Q4 | $624K | Buy |
+47,940
| New | +$590K | 0.44% | 31 |
|
Other funds holding F
