Carson Wealth (CWM LLC)’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53K | Buy |
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|
2025
Q2 | $39K | Buy |
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|
2025
Q1 | $38K | Buy |
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|
2024
Q4 | $43K | Sell |
|
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|
2024
Q3 | $45K | Sell |
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|
2024
Q2 | $56K | Buy |
|
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|
2024
Q1 | $64K | Hold |
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|
2023
Q4 | $82K | Sell |
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|
2023
Q3 | $55K | Buy |
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|
2023
Q2 | $34K | Buy |
|
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|
2023
Q1 | $12K | Buy |
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|
2022
Q4 | $3K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Buy |
|