FFA
First Foundation Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
16,707
+1,930
| +13% | +$685K | 0.22% | 74 |
|
|
2025
Q1 | $5.18M | Sell |
14,777
-2,561
| -15% | -$897K | 0.21% | 75 |
|
|
2024
Q4 | $5.48M | Buy |
17,338
+18
| +0.1% | +$5.69K | 0.21% | 78 |
|
|
2024
Q3 | $4.76M | Sell |
17,320
-1,149
| -6% | -$316K | 0.18% | 81 |
|
|
2024
Q2 | $4.85M | Sell |
18,469
-418
| -2% | -$110K | 0.19% | 77 |
|
|
2024
Q1 | $5.27M | Sell |
18,887
-1,753
| -8% | -$489K | 0.21% | 70 |
|
|
2023
Q4 | $5.37M | Sell |
20,640
-9,955
| -33% | -$2.59M | 0.24% | 70 |
|
|
2023
Q3 | $7.04M | Sell |
30,595
-1,268
| -4% | -$292K | 0.33% | 65 |
|
|
2023
Q2 | $7.57M | Sell |
31,863
-901
| -3% | -$214K | 0.33% | 67 |
|
|
2023
Q1 | $7.39M | Sell |
32,764
-3,926
| -11% | -$885K | 0.34% | 66 |
|
|
2022
Q4 | $7.62M | Sell |
36,690
-5,938
| -14% | -$1.23M | 0.37% | 65 |
|
|
2022
Q3 | $7.57M | Sell |
42,628
-23,808
| -36% | -$4.23M | 0.37% | 58 |
|
|
2022
Q2 | $13.1M | Sell |
66,436
-55,907
| -46% | -$11M | 0.58% | 42 |
|
|
2022
Q1 | $27.1M | Sell |
122,343
-14,638
| -11% | -$3.25M | 0.98% | 26 |
|
|
2021
Q4 | $29.7M | Sell |
136,981
-18
| -0% | -$3.9K | 1.02% | 22 |
|
|
2021
Q3 | $30.5M | Buy |
136,999
+6,473
| +5% | +$1.44M | 1.14% | 19 |
|
|
2021
Q2 | $30.5M | Buy |
130,526
+7,862
| +6% | +$1.84M | 1.18% | 18 |
|
|
2021
Q1 | $26M | Buy |
122,664
+8,556
| +7% | +$1.81M | 1.11% | 20 |
|
|
2020
Q4 | $25M | Buy |
114,108
+6,549
| +6% | +$1.43M | 1.11% | 20 |
|
|
2020
Q3 | $21.5M | Sell |
107,559
-93
| -0.1% | -$18.6K | 1% | 20 |
|
|
2020
Q2 | $20.8M | Buy |
107,652
+492
| +0.5% | +$95K | 1.07% | 18 |
|
|
2020
Q1 | $17.3M | Buy |
107,160
+2,768
| +3% | +$446K | 1.06% | 18 |
|
|
2019
Q4 | $19.6M | Buy |
104,392
+3,346
| +3% | +$629K | 0.97% | 24 |
|
|
2019
Q3 | $17.4M | Buy |
101,046
+5,613
| +6% | +$965K | 0.93% | 25 |
|
|
2019
Q2 | $16.6M | Sell |
95,433
-1,461
| -2% | -$254K | 0.93% | 24 |
|
|
2019
Q1 | $15.1M | Buy |
96,894
+83,349
| +615% | +$13M | 0.9% | 29 |
|
|
2018
Q4 | $1.79M | Buy |
13,545
+4,371
| +48% | +$577K | 0.11% | 117 |
|
|
2018
Q3 | $1.38M | Buy |
9,174
+2,530
| +38% | +$380K | 0.08% | 142 |
|
|
2018
Q2 | $880K | Buy |
6,644
+58
| +0.9% | +$7.68K | 0.05% | 179 |
|
|
2018
Q1 | $788K | Buy |
6,586
+29
| +0.4% | +$3.47K | 0.04% | 180 |
|
|
2017
Q4 | $748K | Buy |
6,557
+2
| +0% | +$228 | 0.04% | 193 |
|
|
2017
Q3 | $690K | Buy |
6,555
+1,757
| +37% | +$185K | 0.04% | 176 |
|
|
2017
Q2 | $450K | Sell |
4,798
-2,962
| -38% | -$278K | 0.03% | 212 |
|
|
2017
Q1 | $690K | Buy |
+7,760
| New | +$690K | 0.04% | 176 |
|
|
2016
Q3 | – | Sell |
-2,722
| Closed | -$202K | – | 321 |
|
|
2016
Q2 | $202K | Buy |
+2,722
| New | +$202K | 0.01% | 274 |
|