FFA
First Foundation Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
42,011
-2,065
| -5% | -$1.16M | 0.87% | 24 |
|
|
2025
Q1 | $24.2M | Sell |
44,076
-3,279
| -7% | -$1.8M | 0.98% | 23 |
|
|
2024
Q4 | $24.9M | Sell |
47,355
-587
| -1% | -$309K | 0.94% | 25 |
|
|
2024
Q3 | $23.7M | Sell |
47,942
-4,068
| -8% | -$2.01M | 0.89% | 24 |
|
|
2024
Q2 | $22.9M | Sell |
52,010
-1,262
| -2% | -$557K | 0.88% | 27 |
|
|
2024
Q1 | $25.7M | Sell |
53,272
-3,590
| -6% | -$1.73M | 1.03% | 21 |
|
|
2023
Q4 | $24.3M | Sell |
56,862
-10,756
| -16% | -$4.59M | 1.11% | 20 |
|
|
2023
Q3 | $26.8M | Sell |
67,618
-4,102
| -6% | -$1.62M | 1.25% | 17 |
|
|
2023
Q2 | $28.2M | Sell |
71,720
-6,117
| -8% | -$2.41M | 1.22% | 15 |
|
|
2023
Q1 | $28.3M | Sell |
77,837
-41,170
| -35% | -$15M | 1.3% | 15 |
|
|
2022
Q4 | $41.4M | Sell |
119,007
-5,674
| -5% | -$1.97M | 1.98% | 8 |
|
|
2022
Q3 | $35.5M | Sell |
124,681
-679
| -0.5% | -$193K | 1.74% | 9 |
|
|
2022
Q2 | $39.5M | Sell |
125,360
-22,561
| -15% | -$7.12M | 1.75% | 13 |
|
|
2022
Q1 | $52.9M | Sell |
147,921
-10,937
| -7% | -$3.91M | 1.91% | 11 |
|
|
2021
Q4 | $57.1M | Buy |
158,858
+948
| +0.6% | +$341K | 1.96% | 10 |
|
|
2021
Q3 | $54.9M | Buy |
157,910
+6,071
| +4% | +$2.11M | 2.05% | 10 |
|
|
2021
Q2 | $55.4M | Buy |
151,839
+7,320
| +5% | +$2.67M | 2.13% | 8 |
|
|
2021
Q1 | $51.5M | Buy |
144,519
+9,854
| +7% | +$3.51M | 2.21% | 10 |
|
|
2020
Q4 | $48.1M | Buy |
134,665
+3,857
| +3% | +$1.38M | 2.13% | 11 |
|
|
2020
Q3 | $44.2M | Sell |
130,808
-29,572
| -18% | -$10M | 2.05% | 12 |
|
|
2020
Q2 | $47.4M | Buy |
160,380
+2,225
| +1% | +$658K | 2.44% | 7 |
|
|
2020
Q1 | $38.2M | Buy |
158,155
+31,360
| +25% | +$7.58M | 2.34% | 9 |
|
|
2019
Q4 | $37.9M | Buy |
126,795
+5,652
| +5% | +$1.69M | 1.87% | 10 |
|
|
2019
Q3 | $32.9M | Buy |
121,143
+11,859
| +11% | +$3.22M | 1.76% | 11 |
|
|
2019
Q2 | $28.9M | Buy |
109,284
+18,407
| +20% | +$4.87M | 1.62% | 12 |
|
|
2019
Q1 | $21.4M | Buy |
90,877
+79,609
| +707% | +$18.7M | 1.27% | 18 |
|
|
2018
Q4 | $2.13M | Buy |
11,268
+6,791
| +152% | +$1.28M | 0.13% | 103 |
|
|
2018
Q3 | $997K | Buy |
4,477
+2,495
| +126% | +$556K | 0.06% | 172 |
|
|
2018
Q2 | $390K | Sell |
1,982
-79
| -4% | -$15.5K | 0.02% | 237 |
|
|
2018
Q1 | $361K | Buy |
+2,061
| New | +$361K | 0.02% | 240 |
|
|
2017
Q2 | – | Sell |
-2,882
| Closed | -$324K | – | 323 |
|
|
2017
Q1 | $324K | Buy |
+2,882
| New | +$324K | 0.02% | 249 |
|
|
2016
Q3 | – | Sell |
-5,121
| Closed | -$451K | – | 309 |
|
|
2016
Q2 | $451K | Buy |
+5,121
| New | +$451K | 0.03% | 201 |
|