CWP
CFM Wealth Partners’s First Financial Bankshares FFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Sell |
161,772
-4,541
| -3% | -$163K | 0.93% | 30 |
|
|
2025
Q1 | $5.97M | Sell |
166,313
-82
| -0% | -$2.95K | 1.05% | 27 |
|
|
2024
Q4 | $6M | Sell |
166,395
-3,959
| -2% | -$143K | 1.01% | 26 |
|
|
2024
Q3 | $6.3M | Sell |
170,354
-4,395
| -3% | -$163K | 1.1% | 25 |
|
|
2024
Q2 | $5.16M | Sell |
174,749
-16,194
| -8% | -$478K | 0.95% | 28 |
|
|
2024
Q1 | $6.26M | Hold |
190,943
| – | – | 1.26% | 21 |
|
|
2023
Q4 | $5.79M | Buy |
190,943
+2,196
| +1% | +$66.5K | 1.31% | 17 |
|
|
2023
Q3 | $4.74M | Sell |
188,747
-11,631
| -6% | -$292K | 1.24% | 19 |
|
|
2023
Q2 | $5.71M | Sell |
200,378
-3,495
| -2% | -$99.6K | 1.39% | 13 |
|
|
2023
Q1 | $6.5M | Sell |
203,873
-5,620
| -3% | -$179K | 1.75% | 10 |
|
|
2022
Q4 | $7.21M | Hold |
209,493
| – | – | 2.16% | 9 |
|
|
2022
Q3 | $8.76M | Sell |
209,493
-971
| -0.5% | -$40.6K | 2.8% | 7 |
|
|
2022
Q2 | $8.27M | Hold |
210,464
| – | – | 2.48% | 9 |
|
|
2022
Q1 | $9.29M | Sell |
210,464
-4,453
| -2% | -$196K | 2.22% | 9 |
|
|
2021
Q4 | $11M | Sell |
214,917
-6,397
| -3% | -$327K | 2.45% | 7 |
|
|
2021
Q3 | $10.2M | Sell |
221,314
-1,300
| -0.6% | -$59.7K | 2.56% | 9 |
|
|
2021
Q2 | $10.9M | Buy |
222,614
+159,784
| +254% | +$7.85M | 2.9% | 6 |
|
|
2021
Q1 | $2.94M | Sell |
62,830
-1,407
| -2% | -$65.7K | 0.89% | 31 |
|
|
2020
Q4 | $2.32M | Hold |
64,237
| – | – | 0.74% | 37 |
|
|
2020
Q3 | $1.9M | Sell |
64,237
-4,155
| -6% | -$123K | 0.69% | 39 |
|
|
2020
Q2 | $1.98M | Sell |
68,392
-680
| -1% | -$19.6K | 0.75% | 35 |
|
|
2020
Q1 | $1.85M | Sell |
69,072
-2,818
| -4% | -$75.6K | 0.86% | 31 |
|
|
2019
Q4 | $2.52M | Buy |
+71,890
| New | +$2.52M | 0.93% | 31 |
|