Carson Wealth (CWM LLC)’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
7,740
+465
| +6% | +$2.34K | ﹤0.01% | 3461 |
|
|
2025
Q1 | $38K | Buy |
7,275
+343
| +5% | +$1.79K | ﹤0.01% | 3198 |
|
|
2024
Q4 | $43K | Sell |
6,932
-357
| -5% | -$2.22K | ﹤0.01% | 2912 |
|
|
2024
Q3 | $45K | Sell |
7,289
-1,218
| -14% | -$7.52K | ﹤0.01% | 2763 |
|
|
2024
Q2 | $56K | Buy |
8,507
+9
| +0.1% | +$59 | ﹤0.01% | 2395 |
|
|
2024
Q1 | $64K | Hold |
8,498
| – | – | ﹤0.01% | 2138 |
|
|
2023
Q4 | $82K | Sell |
8,498
-624
| -7% | -$6.02K | ﹤0.01% | 1869 |
|
|
2023
Q3 | $55K | Buy |
9,122
+561
| +7% | +$3.38K | ﹤0.01% | 2000 |
|
|
2023
Q2 | $34K | Buy |
8,561
+6,887
| +411% | +$27.4K | ﹤0.01% | 2264 |
|
|
2023
Q1 | $12K | Buy |
1,674
+1,450
| +647% | +$10.4K | ﹤0.01% | 2847 |
|
|
2022
Q4 | $3K | Buy |
224
+76
| +51% | +$1.02K | ﹤0.01% | 3401 |
|
|
2022
Q3 | $3K | Buy |
148
+63
| +74% | +$1.28K | ﹤0.01% | 3290 |
|
|
2022
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 3319 |
|
|
2022
Q1 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 3150 |
|