McDonald Partners’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,771
| Closed | -$61.1K | – | 253 |
|
|
2025
Q1 | $61.1K | Hold |
11,771
| – | – | 0.02% | 240 |
|
|
2024
Q4 | $73.1K | Hold |
11,771
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $73.5K | Hold |
11,771
| – | – | 0.02% | 235 |
|
|
2024
Q2 | $77.1K | Hold |
11,771
| – | – | 0.02% | 234 |
|
|
2024
Q1 | $88.9K | Hold |
11,771
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $114K | Hold |
11,771
| – | – | 0.03% | 222 |
|
|
2023
Q3 | $71.6K | Hold |
11,771
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $46.7K | Hold |
11,771
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $87.7K | Hold |
11,771
| – | – | 0.03% | 229 |
|
|
2022
Q4 | $169K | Hold |
11,771
| – | – | 0.06% | 216 |
|
|
2022
Q3 | $214K | Hold |
11,771
| – | – | 0.08% | 199 |
|
|
2022
Q2 | $241K | Hold |
11,771
| – | – | 0.06% | 259 |
|
|
2022
Q1 | $286K | Buy |
11,771
+11,711
| +19,518% | +$285K | 0.06% | 258 |
|
|
2021
Q4 | $1.49K | Buy |
+60
| New | +$1.49K | ﹤0.01% | 396 |
|