FFA
First Foundation Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Sell |
112,802
-14,707
| -12% | -$2.68M | 0.76% | 30 |
|
|
2025
Q1 | $20.2M | Sell |
127,509
-12,147
| -9% | -$1.93M | 0.82% | 27 |
|
|
2024
Q4 | $16.8M | Sell |
139,656
-66,236
| -32% | -$7.97M | 0.63% | 35 |
|
|
2024
Q3 | $25M | Sell |
205,892
-33,642
| -14% | -$4.08M | 0.94% | 23 |
|
|
2024
Q2 | $24.3M | Sell |
239,534
-5,876
| -2% | -$595K | 0.93% | 24 |
|
|
2024
Q1 | $22.5M | Sell |
245,410
-73,204
| -23% | -$6.71M | 0.9% | 25 |
|
|
2023
Q4 | $30M | Sell |
318,614
-7,096
| -2% | -$668K | 1.37% | 15 |
|
|
2023
Q3 | $30.2M | Sell |
325,710
-42,173
| -11% | -$3.9M | 1.41% | 13 |
|
|
2023
Q2 | $35.9M | Sell |
367,883
-3,682
| -1% | -$359K | 1.55% | 11 |
|
|
2023
Q1 | $36.1M | Buy |
371,565
+20,378
| +6% | +$1.98M | 1.66% | 10 |
|
|
2022
Q4 | $35.5M | Buy |
351,187
+46,972
| +15% | +$4.75M | 1.7% | 10 |
|
|
2022
Q3 | $25.3M | Buy |
304,215
+1,555
| +0.5% | +$129K | 1.24% | 21 |
|
|
2022
Q2 | $29.9M | Sell |
302,660
-1,581
| -0.5% | -$156K | 1.32% | 18 |
|
|
2022
Q1 | $28.6M | Buy |
304,241
+1,663
| +0.5% | +$156K | 1.03% | 24 |
|
|
2021
Q4 | $28.7M | Buy |
302,578
+11,103
| +4% | +$1.05M | 0.99% | 24 |
|
|
2021
Q3 | $27.6M | Sell |
291,475
-564
| -0.2% | -$53.5K | 1.03% | 23 |
|
|
2021
Q2 | $28.9M | Sell |
292,039
-5,938
| -2% | -$589K | 1.11% | 19 |
|
|
2021
Q1 | $26.4M | Sell |
297,977
-17,557
| -6% | -$1.56M | 1.13% | 19 |
|
|
2020
Q4 | $26.1M | Sell |
315,534
-1,235
| -0.4% | -$102K | 1.16% | 18 |
|
|
2020
Q3 | $23.8M | Sell |
316,769
-11,511
| -4% | -$863K | 1.1% | 18 |
|
|
2020
Q2 | $23M | Sell |
328,280
-7,669
| -2% | -$537K | 1.19% | 15 |
|
|
2020
Q1 | $24.5M | Buy |
335,949
+75,841
| +29% | +$5.53M | 1.5% | 14 |
|
|
2019
Q4 | $22.1M | Sell |
260,108
-13,847
| -5% | -$1.18M | 1.1% | 19 |
|
|
2019
Q3 | $20.8M | Sell |
273,955
-130
| -0% | -$9.87K | 1.11% | 20 |
|
|
2019
Q2 | $21.5M | Sell |
274,085
-53,290
| -16% | -$4.18M | 1.21% | 17 |
|
|
2019
Q1 | $28.9M | Sell |
327,375
-5,413
| -2% | -$478K | 1.72% | 12 |
|
|
2018
Q4 | $22.2M | Sell |
332,788
-66,708
| -17% | -$4.45M | 1.4% | 17 |
|
|
2018
Q3 | $32.6M | Buy |
399,496
+23,947
| +6% | +$1.95M | 1.8% | 11 |
|
|
2018
Q2 | $30.3M | Sell |
375,549
-46,985
| -11% | -$3.79M | 1.78% | 14 |
|
|
2018
Q1 | $42M | Sell |
422,534
-3,202
| -0.8% | -$318K | 2.34% | 10 |
|
|
2017
Q4 | $45M | Buy |
425,736
+30,170
| +8% | +$3.19M | 2.43% | 8 |
|
|
2017
Q3 | $43.9M | Buy |
395,566
+3,926
| +1% | +$436K | 2.49% | 7 |
|
|
2017
Q2 | $46M | Buy |
391,640
+8,470
| +2% | +$995K | 2.71% | 6 |
|
|
2017
Q1 | $43.3M | Sell |
383,170
-41,634
| -10% | -$4.7M | 2.68% | 5 |
|
|
2016
Q4 | $38.9M | Buy |
424,804
+8,989
| +2% | +$822K | 2.54% | 5 |
|
|
2016
Q3 | $40.4M | Sell |
415,815
-5,773
| -1% | -$561K | 2.8% | 5 |
|
|
2016
Q2 | $42.9M | Sell |
421,588
-4,381
| -1% | -$446K | 3.08% | 5 |
|
|
2016
Q1 | $41.8M | Buy |
425,969
+4,841
| +1% | +$475K | 3.03% | 6 |
|
|
2015
Q4 | $37M | Buy |
421,128
+38,912
| +10% | +$3.42M | 2.53% | 5 |
|
|
2015
Q3 | $30.3M | Buy |
382,216
+50,761
| +15% | +$4.03M | 2.49% | 7 |
|
|
2015
Q2 | $26.6M | Buy |
331,455
+565
| +0.2% | +$45.3K | 2.11% | 11 |
|
|
2015
Q1 | $24.9M | Buy |
330,890
+52,264
| +19% | +$3.94M | 2.09% | 13 |
|
|
2014
Q4 | $22.7M | Buy |
278,626
+5,643
| +2% | +$460K | 2% | 12 |
|
|
2014
Q3 | $22.8M | Buy |
272,983
+10,780
| +4% | +$899K | 2.27% | 9 |
|
|
2014
Q2 | $22.1M | Buy |
262,203
+10,714
| +4% | +$903K | 2.41% | 11 |
|
|
2014
Q1 | $20.6M | Buy |
251,489
+13,691
| +6% | +$1.12M | 2.55% | 11 |
|
|
2013
Q4 | $20.7M | Buy |
237,798
+4,019
| +2% | +$350K | 2.79% | 9 |
|
|
2013
Q3 | $20.2M | Buy |
233,779
+10,346
| +5% | +$896K | 3.15% | 6 |
|
|
2013
Q2 | $19.4M | Buy |
+223,433
| New | +$19.4M | 3.79% | 2 |
|