FFA
First Foundation Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,307
+930
| +28% | +$274K | 0.05% | 168 |
|
|
2025
Q1 | $840K | Buy |
3,377
+436
| +15% | +$108K | 0.03% | 179 |
|
|
2024
Q4 | $647K | Buy |
2,941
+75
| +3% | +$16.5K | 0.02% | 209 |
|
|
2024
Q3 | $634K | Buy |
2,866
+987
| +53% | +$218K | 0.02% | 213 |
|
|
2024
Q2 | $325K | Buy |
1,879
+19
| +1% | +$3.29K | 0.01% | 273 |
|
|
2024
Q1 | $355K | Sell |
1,860
-227
| -11% | -$43.4K | 0.01% | 269 |
|
|
2023
Q4 | $341K | Sell |
2,087
-2,690
| -56% | -$440K | 0.02% | 273 |
|
|
2023
Q3 | $670K | Sell |
4,777
-2,826
| -37% | -$396K | 0.03% | 217 |
|
|
2023
Q2 | $1.02M | Buy |
7,603
+577
| +8% | +$77.2K | 0.04% | 176 |
|
|
2023
Q1 | $921K | Buy |
7,026
+439
| +7% | +$57.5K | 0.04% | 179 |
|
|
2022
Q4 | $928K | Sell |
6,587
-104
| -2% | -$14.7K | 0.04% | 187 |
|
|
2022
Q3 | $795K | Sell |
6,691
-33
| -0.5% | -$3.92K | 0.04% | 189 |
|
|
2022
Q2 | $949K | Buy |
6,724
+41
| +0.6% | +$5.79K | 0.04% | 177 |
|
|
2022
Q1 | $869K | Buy |
6,683
+598
| +10% | +$77.8K | 0.03% | 199 |
|
|
2021
Q4 | $813K | Sell |
6,085
-112
| -2% | -$15K | 0.03% | 220 |
|
|
2021
Q3 | $861K | Buy |
6,197
+271
| +5% | +$37.7K | 0.03% | 214 |
|
|
2021
Q2 | $869K | Buy |
5,926
+537
| +10% | +$78.7K | 0.03% | 216 |
|
|
2021
Q1 | $718K | Sell |
5,389
-1,246
| -19% | -$166K | 0.03% | 233 |
|
|
2020
Q4 | $835K | Buy |
6,635
+296
| +5% | +$37.3K | 0.04% | 208 |
|
|
2020
Q3 | $771K | Sell |
6,339
-97
| -2% | -$11.8K | 0.04% | 198 |
|
|
2020
Q2 | $777K | Sell |
6,436
-4,562
| -41% | -$551K | 0.04% | 191 |
|
|
2020
Q1 | $1.22M | Buy |
10,998
+5,636
| +105% | +$625K | 0.07% | 152 |
|
|
2019
Q4 | $719K | Buy |
5,362
+485
| +10% | +$65K | 0.04% | 205 |
|
|
2019
Q3 | $709K | Sell |
4,877
-41
| -0.8% | -$5.96K | 0.04% | 192 |
|
|
2019
Q2 | $678K | Buy |
4,918
+101
| +2% | +$13.9K | 0.04% | 197 |
|
|
2019
Q1 | $680K | Sell |
4,817
-741
| -13% | -$105K | 0.04% | 187 |
|
|
2018
Q4 | $632K | Buy |
5,558
+303
| +6% | +$34.5K | 0.04% | 225 |
|
|
2018
Q3 | $795K | Sell |
5,255
-1,531
| -23% | -$232K | 0.04% | 201 |
|
|
2018
Q2 | $948K | Buy |
6,786
+21
| +0.3% | +$2.93K | 0.06% | 170 |
|
|
2018
Q1 | $1.04M | Buy |
6,765
+137
| +2% | +$21K | 0.06% | 160 |
|
|
2017
Q4 | $1.02M | Buy |
6,628
+258
| +4% | +$39.6K | 0.05% | 174 |
|
|
2017
Q3 | $924K | Sell |
6,370
-2,121
| -25% | -$308K | 0.05% | 151 |
|
|
2017
Q2 | $1.31M | Buy |
8,491
+3,155
| +59% | +$485K | 0.08% | 131 |
|
|
2017
Q1 | $929K | Sell |
5,336
-26,498
| -83% | -$4.61M | 0.06% | 146 |
|
|
2016
Q4 | $5.28M | Sell |
31,834
-79,945
| -72% | -$13.3M | 0.35% | 60 |
|
|
2016
Q3 | $17.8M | Sell |
111,779
-445
| -0.4% | -$70.7K | 1.23% | 31 |
|
|
2016
Q2 | $17M | Sell |
112,224
-3,450
| -3% | -$524K | 1.22% | 29 |
|
|
2016
Q1 | $17.5M | Buy |
115,674
+7,585
| +7% | +$1.15M | 1.27% | 25 |
|
|
2015
Q4 | $14.9M | Sell |
108,089
-2,183
| -2% | -$300K | 1.02% | 35 |
|
|
2015
Q3 | $16M | Sell |
110,272
-5,757
| -5% | -$835K | 1.31% | 26 |
|
|
2015
Q2 | $18.9M | Sell |
116,029
-3,102
| -3% | -$505K | 1.5% | 24 |
|
|
2015
Q1 | $19.1M | Buy |
119,131
+9,658
| +9% | +$1.55M | 1.6% | 22 |
|
|
2014
Q4 | $17.6M | Sell |
109,473
-5,369
| -5% | -$861K | 1.55% | 24 |
|
|
2014
Q3 | $21.8M | Buy |
114,842
+2,611
| +2% | +$496K | 2.17% | 12 |
|
|
2014
Q2 | $20.3M | Buy |
112,231
+1,648
| +1% | +$299K | 2.22% | 13 |
|
|
2014
Q1 | $21.3M | Buy |
110,583
+4,069
| +4% | +$783K | 2.64% | 10 |
|
|
2013
Q4 | $20M | Buy |
106,514
+2,206
| +2% | +$414K | 2.69% | 11 |
|
|
2013
Q3 | $19.3M | Buy |
104,308
+7,945
| +8% | +$1.47M | 3% | 8 |
|
|
2013
Q2 | $18.4M | Buy |
+96,363
| New | +$18.4M | 3.61% | 6 |
|