Creative Planning’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
Q2 | $402K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $128K | Buy |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q2 | $79.4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $146K | Hold |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $192K | Hold |
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|
2019
Q1 | $194K | Hold |
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|
2018
Q4 | $184K | Sell |
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|
2018
Q3 | $302K | Hold |
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|
2018
Q2 | $358K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $283K | Buy |
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