EWM
Empirical Wealth Management’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,347
| Closed | -$90K | – | 705 |
|
|
2025
Q1 | $90K | Sell |
17,347
-2,415
| -12% | -$12.5K | ﹤0.01% | 634 |
|
|
2024
Q4 | $123K | Hold |
19,762
| – | – | ﹤0.01% | 594 |
|
|
2024
Q3 | $123K | Hold |
19,762
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $129K | Hold |
19,762
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $149K | Hold |
19,762
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $191K | Hold |
19,762
| – | – | 0.01% | 479 |
|
|
2023
Q3 | $120K | Buy |
+19,762
| New | +$120K | ﹤0.01% | 451 |
|