FFA
First Foundation Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
3,620
+296
| +9% | +$94.4K | 0.04% | 177 |
|
|
2025
Q1 | $894K | Sell |
3,324
-7
| -0.2% | -$1.88K | 0.04% | 176 |
|
|
2024
Q4 | $989K | Sell |
3,331
-10
| -0.3% | -$2.97K | 0.04% | 171 |
|
|
2024
Q3 | $906K | Buy |
3,341
+123
| +4% | +$33.4K | 0.03% | 178 |
|
|
2024
Q2 | $745K | Sell |
3,218
-43
| -1% | -$9.96K | 0.03% | 188 |
|
|
2024
Q1 | $743K | Buy |
3,261
+220
| +7% | +$50.1K | 0.03% | 193 |
|
|
2023
Q4 | $570K | Sell |
3,041
-1,490
| -33% | -$279K | 0.03% | 215 |
|
|
2023
Q3 | $676K | Sell |
4,531
-236
| -5% | -$35.2K | 0.03% | 216 |
|
|
2023
Q2 | $830K | Buy |
4,767
+164
| +4% | +$28.6K | 0.04% | 192 |
|
|
2023
Q1 | $759K | Buy |
4,603
+38
| +0.8% | +$6.27K | 0.03% | 193 |
|
|
2022
Q4 | $674K | Buy |
4,565
+250
| +6% | +$36.9K | 0.03% | 213 |
|
|
2022
Q3 | $582K | Sell |
4,315
-165
| -4% | -$22.3K | 0.03% | 221 |
|
|
2022
Q2 | $621K | Sell |
4,480
-423
| -9% | -$58.6K | 0.03% | 225 |
|
|
2022
Q1 | $917K | Buy |
4,903
+1,510
| +45% | +$282K | 0.03% | 195 |
|
|
2021
Q4 | $555K | Buy |
3,393
+74
| +2% | +$12.1K | 0.02% | 251 |
|
|
2021
Q3 | $556K | Sell |
3,319
-119
| -3% | -$19.9K | 0.02% | 263 |
|
|
2021
Q2 | $568K | Buy |
3,438
+208
| +6% | +$34.4K | 0.02% | 269 |
|
|
2021
Q1 | $457K | Sell |
3,230
-87
| -3% | -$12.3K | 0.02% | 279 |
|
|
2020
Q4 | $401K | Buy |
3,317
+194
| +6% | +$23.5K | 0.02% | 290 |
|
|
2020
Q3 | $313K | Buy |
+3,123
| New | +$313K | 0.01% | 290 |
|
|
2020
Q1 | – | Sell |
-2,832
| Closed | -$353K | – | 340 |
|
|
2019
Q4 | $353K | Buy |
2,832
+82
| +3% | +$10.2K | 0.02% | 278 |
|
|
2019
Q3 | $325K | Buy |
2,750
+656
| +31% | +$77.5K | 0.02% | 277 |
|
|
2019
Q2 | $258K | Buy |
2,094
+55
| +3% | +$6.78K | 0.01% | 294 |
|
|
2019
Q1 | $223K | Buy |
+2,039
| New | +$223K | 0.01% | 300 |
|
|
2016
Q2 | – | Sell |
-15,918
| Closed | -$977K | – | 294 |
|
|
2016
Q1 | $977K | Sell |
15,918
-347,162
| -96% | -$21.3M | 0.07% | 125 |
|
|
2015
Q4 | $25.3M | Buy |
363,080
+30,247
| +9% | +$2.1M | 1.73% | 13 |
|
|
2015
Q3 | $24.7M | Buy |
332,833
+62,238
| +23% | +$4.61M | 2.03% | 14 |
|
|
2015
Q2 | $21M | Buy |
270,595
+5,417
| +2% | +$421K | 1.67% | 18 |
|
|
2015
Q1 | $20.7M | Buy |
265,178
+53,817
| +25% | +$4.2M | 1.73% | 21 |
|
|
2014
Q4 | $19.7M | Buy |
211,361
+70,877
| +50% | +$6.59M | 1.73% | 20 |
|
|
2014
Q3 | $12.3M | Buy |
140,484
+9,527
| +7% | +$834K | 1.22% | 34 |
|
|
2014
Q2 | $12.4M | Buy |
130,957
+2,894
| +2% | +$275K | 1.35% | 34 |
|
|
2014
Q1 | $11.5M | Buy |
128,063
+314
| +0.2% | +$28.3K | 1.43% | 33 |
|
|
2013
Q4 | $11.6M | Buy |
127,749
+4,989
| +4% | +$453K | 1.56% | 31 |
|
|
2013
Q3 | $9.27M | Buy |
122,760
+4,388
| +4% | +$331K | 1.44% | 32 |
|
|
2013
Q2 | $8.85M | Buy |
+118,372
| New | +$8.85M | 1.73% | 29 |
|