FFA
First Foundation Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
+4,003
| New | +$321K | 0.01% | 283 |
|
|
2024
Q3 | – | Sell |
-3,797
| Closed | -$226K | – | 448 |
|
|
2024
Q2 | $226K | Hold |
3,797
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $220K | Hold |
3,797
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $187K | Sell |
3,797
-7,322
| -66% | -$360K | 0.01% | 343 |
|
|
2023
Q3 | $454K | Sell |
11,119
-758
| -6% | -$31K | 0.02% | 261 |
|
|
2023
Q2 | $507K | Sell |
11,877
-1,572
| -12% | -$67.1K | 0.02% | 244 |
|
|
2023
Q1 | $503K | Sell |
13,449
-5,226
| -28% | -$195K | 0.02% | 235 |
|
|
2022
Q4 | $771K | Buy |
18,675
+4,866
| +35% | +$201K | 0.04% | 203 |
|
|
2022
Q3 | $555K | Buy |
13,809
+825
| +6% | +$33.2K | 0.03% | 226 |
|
|
2022
Q2 | $509K | Sell |
12,984
-2,085
| -14% | -$81.7K | 0.02% | 248 |
|
|
2022
Q1 | $730K | Buy |
15,069
+1,670
| +12% | +$80.9K | 0.03% | 218 |
|
|
2021
Q4 | $643K | Buy |
13,399
+1,616
| +14% | +$77.6K | 0.02% | 243 |
|
|
2021
Q3 | $547K | Sell |
11,783
-3,361
| -22% | -$156K | 0.02% | 265 |
|
|
2021
Q2 | $686K | Buy |
15,144
+1,887
| +14% | +$85.5K | 0.03% | 246 |
|
|
2021
Q1 | $518K | Sell |
13,257
-2,434
| -16% | -$95.1K | 0.02% | 260 |
|
|
2020
Q4 | $474K | Sell |
15,691
-1,536
| -9% | -$46.4K | 0.02% | 266 |
|
|
2020
Q3 | $405K | Sell |
17,227
-2,406
| -12% | -$56.6K | 0.02% | 255 |
|
|
2020
Q2 | $503K | Sell |
19,633
-231
| -1% | -$5.92K | 0.03% | 232 |
|
|
2020
Q1 | $570K | Buy |
19,864
+789
| +4% | +$22.6K | 0.03% | 213 |
|
|
2019
Q4 | $1.03M | Sell |
19,075
-3,240
| -15% | -$174K | 0.05% | 175 |
|
|
2019
Q3 | $1.13M | Sell |
22,315
-4,411
| -17% | -$223K | 0.06% | 153 |
|
|
2019
Q2 | $1.26M | Buy |
26,726
+11,647
| +77% | +$551K | 0.07% | 154 |
|
|
2019
Q1 | $729K | Sell |
15,079
-1,808
| -11% | -$87.4K | 0.04% | 184 |
|
|
2018
Q4 | $778K | Sell |
16,887
-743
| -4% | -$34.2K | 0.05% | 208 |
|
|
2018
Q3 | $927K | Sell |
17,630
-78
| -0.4% | -$4.1K | 0.05% | 181 |
|
|
2018
Q2 | $982K | Buy |
17,708
+912
| +5% | +$50.6K | 0.06% | 163 |
|
|
2018
Q1 | $880K | Sell |
16,796
-363,857
| -96% | -$19.1M | 0.05% | 170 |
|
|
2017
Q4 | $23.1M | Buy |
380,653
+658
| +0.2% | +$39.9K | 1.25% | 28 |
|
|
2017
Q3 | $21M | Sell |
379,995
-196,223
| -34% | -$10.8M | 1.19% | 29 |
|
|
2017
Q2 | $31.9M | Buy |
576,218
+11,415
| +2% | +$633K | 1.88% | 20 |
|
|
2017
Q1 | $31.4M | Buy |
564,803
+2,021
| +0.4% | +$112K | 1.95% | 18 |
|
|
2016
Q4 | $31M | Sell |
562,782
-2,239
| -0.4% | -$123K | 2.03% | 10 |
|
|
2016
Q3 | $25M | Sell |
565,021
-9,757
| -2% | -$432K | 1.73% | 19 |
|
|
2016
Q2 | $27.2M | Sell |
574,778
-7,652
| -1% | -$362K | 1.95% | 13 |
|
|
2016
Q1 | $28.2M | Buy |
582,430
+9,800
| +2% | +$474K | 2.05% | 11 |
|
|
2015
Q4 | $31.1M | Buy |
572,630
+34,880
| +6% | +$1.9M | 2.13% | 8 |
|
|
2015
Q3 | $27.6M | Buy |
537,750
+13,076
| +2% | +$671K | 2.27% | 9 |
|
|
2015
Q2 | $29.5M | Sell |
524,674
-4,675
| -0.9% | -$263K | 2.34% | 7 |
|
|
2015
Q1 | $28.8M | Buy |
529,349
+40,526
| +8% | +$2.2M | 2.41% | 6 |
|
|
2014
Q4 | $26.8M | Buy |
488,823
+12,965
| +3% | +$711K | 2.36% | 7 |
|
|
2014
Q3 | $24.7M | Buy |
475,858
+18,296
| +4% | +$949K | 2.46% | 7 |
|
|
2014
Q2 | $24M | Buy |
457,562
+16,844
| +4% | +$885K | 2.62% | 8 |
|
|
2014
Q1 | $21.9M | Buy |
440,718
+16,435
| +4% | +$817K | 2.72% | 9 |
|
|
2013
Q4 | $19.3M | Buy |
424,283
+179,341
| +73% | +$8.14M | 2.59% | 14 |
|
|
2013
Q3 | $10.1M | Buy |
244,942
+17,273
| +8% | +$714K | 1.57% | 29 |
|
|
2013
Q2 | $9.4M | Buy |
+227,669
| New | +$9.4M | 1.84% | 26 |
|