Northwestern Mutual Wealth Management’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 | $510 | Hold |
100
| – | – | ﹤0.01% | 3448 |
|
2025
Q1 | $519 | Hold |
100
| – | – | ﹤0.01% | 3361 |
|
2024
Q4 | $621 | Hold |
100
| – | – | ﹤0.01% | 3365 |
|
2024
Q3 | $624 | Hold |
100
| – | – | ﹤0.01% | 3312 |
|
2024
Q2 | $655 | Hold |
100
| – | – | ﹤0.01% | 3258 |
|
2024
Q1 | $755 | Hold |
100
| – | – | ﹤0.01% | 3228 |
|
2023
Q4 | $968 | Sell |
100
-3,774
| -97% | -$36.5K | ﹤0.01% | 3179 |
|
2023
Q3 | $23.6K | Buy |
3,874
+11
| +0.3% | +$67 | ﹤0.01% | 2266 |
|
2023
Q2 | $15.3K | Sell |
3,863
-217
| -5% | -$862 | ﹤0.01% | 2410 |
|
2023
Q1 | $30.4K | Sell |
4,080
-15
| -0.4% | -$112 | ﹤0.01% | 2121 |
|
2022
Q4 | $58.7K | Buy |
4,095
+304
| +8% | +$4.36K | ﹤0.01% | 1860 |
|
2022
Q3 | $69K | Buy |
3,791
+20
| +0.5% | +$364 | ﹤0.01% | 1777 |
|
2022
Q2 | $77K | Buy |
3,771
+18
| +0.5% | +$368 | ﹤0.01% | 1748 |
|
2022
Q1 | $91K | Buy |
3,753
+16
| +0.4% | +$388 | ﹤0.01% | 1749 |
|
2021
Q4 | $93K | Buy |
3,737
+11
| +0.3% | +$274 | ﹤0.01% | 1731 |
|
2021
Q3 | $98K | Buy |
3,726
+13
| +0.4% | +$342 | ﹤0.01% | 1640 |
|
2021
Q2 | $84K | Buy |
3,713
+14
| +0.4% | +$317 | ﹤0.01% | 1664 |
|
2021
Q1 | $87K | Buy |
3,699
+14
| +0.4% | +$329 | ﹤0.01% | 1538 |
|
2020
Q4 | $74K | Buy |
3,685
+16
| +0.4% | +$321 | ﹤0.01% | 1520 |
|
2020
Q3 | $48K | Sell |
3,669
-3,394
| -48% | -$44.4K | ﹤0.01% | 1521 |
|
2020
Q2 | $115K | Buy |
7,063
+32
| +0.5% | +$521 | ﹤0.01% | 1165 |
|
2020
Q1 | $72K | Hold |
7,031
| – | – | ﹤0.01% | 1235 |
|
2019
Q4 | $122K | Hold |
7,031
| – | – | ﹤0.01% | 1142 |
|
2019
Q3 | $107K | Hold |
7,031
| – | – | ﹤0.01% | 1134 |
|
2019
Q2 | $94K | Buy |
7,031
+100
| +1% | +$1.34K | ﹤0.01% | 1147 |
|
2019
Q1 | $94K | Hold |
6,931
| – | – | ﹤0.01% | 1126 |
|
2018
Q4 | $89K | Buy |
6,931
+3,537
| +104% | +$45.4K | ﹤0.01% | 1036 |
|
2018
Q3 | $53K | Hold |
3,394
| – | – | ﹤0.01% | 1291 |
|
2018
Q2 | $63K | Hold |
3,394
| – | – | ﹤0.01% | 1149 |
|
2018
Q1 | $63K | Hold |
3,394
| – | – | ﹤0.01% | 1108 |
|
2017
Q4 | $63K | Hold |
3,394
| – | – | ﹤0.01% | 1066 |
|
2017
Q3 | $61K | Hold |
3,394
| – | – | ﹤0.01% | 1045 |
|
2017
Q2 | $56K | Hold |
3,394
| – | – | ﹤0.01% | 1050 |
|
2017
Q1 | $53K | Hold |
3,394
| – | – | ﹤0.01% | 1007 |
|
2016
Q4 | $48K | Buy |
+3,394
| New | +$48K | ﹤0.01% | 1037 |
|
2016
Q3 | – | Sell |
-3,394
| Closed | -$36K | – | 636 |
|
2016
Q2 | $36K | Buy |
3,394
+1,394
| +70% | +$14.8K | ﹤0.01% | 992 |
|
2016
Q1 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 1150 |
|
2015
Q4 | $24K | Buy |
+2,000
| New | +$24K | ﹤0.01% | 955 |
|