Cerity Partners’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 | $132K | Sell |
|
|||||
|
2025
Q2 | $127K | Buy |
|
|||||
|
2025
Q1 | $129K | Sell |
|
|||||
|
2024
Q4 | $174K | Sell |
|
|||||
|
2024
Q3 | $175K | Buy |
|
|||||
|
2024
Q2 | $173K | Sell |
|
|||||
|
2024
Q1 | $226K | Buy |
|
|||||
|
2023
Q4 | $238K | Sell |
|
|||||
|
2023
Q3 | $149K | Buy |
|
|||||
|
2023
Q2 | $69K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $218K | Buy |
|