First Foundation Advisors’s Unity U Stock Holding History

First Foundation Advisors’s Portfolio U Stock Details U Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$202K	Buy
2024 Q2	–	Sell
2024 Q1	$303K	Sell
2023 Q4	$537K	Buy
2023 Q3	$354K	Buy
2023 Q2	$410K	Buy
2023 Q1	$242K	Buy