UBS Group’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 | $3.66M | Buy |
716,745
+593,543
| +482% | +$3.03M | ﹤0.01% | 3324 |
|
|
2025
Q1 | $639K | Sell |
123,202
-26,990
| -18% | -$140K | ﹤0.01% | 4513 |
|
|
2024
Q4 | $933K | Buy |
150,192
+80,081
| +114% | +$497K | ﹤0.01% | 4261 |
|
|
2024
Q3 | $437K | Buy |
70,111
+2,509
| +4% | +$15.7K | ﹤0.01% | 4189 |
|
|
2024
Q2 | $443K | Buy |
67,602
+2,223
| +3% | +$14.6K | ﹤0.01% | 4008 |
|
|
2024
Q1 | $494K | Sell |
65,379
-24,546
| -27% | -$185K | ﹤0.01% | 4116 |
|
|
2023
Q4 | $870K | Buy |
89,925
+59,940
| +200% | +$580K | ﹤0.01% | 3548 |
|
|
2023
Q3 | $182K | Sell |
29,985
-9,799
| -25% | -$59.6K | ﹤0.01% | 4318 |
|
|
2023
Q2 | $158K | Buy |
39,784
+584
| +1% | +$2.32K | ﹤0.01% | 4603 |
|
|
2023
Q1 | $292K | Buy |
39,200
+9,999
| +34% | +$74.5K | ﹤0.01% | 4079 |
|
|
2022
Q4 | $418K | Buy |
29,201
+6,276
| +27% | +$89.9K | ﹤0.01% | 3828 |
|
|
2022
Q3 | $417K | Sell |
22,925
-13,692
| -37% | -$249K | ﹤0.01% | 3522 |
|
|
2022
Q2 | $750K | Sell |
36,617
-12,217
| -25% | -$250K | ﹤0.01% | 3081 |
|
|
2022
Q1 | $1.19M | Buy |
48,834
+17,828
| +57% | +$433K | ﹤0.01% | 3087 |
|
|
2021
Q4 | $770K | Buy |
31,006
+15,126
| +95% | +$376K | ﹤0.01% | 3644 |
|
|
2021
Q3 | $418K | Sell |
15,880
-12,051
| -43% | -$317K | ﹤0.01% | 3836 |
|
|
2021
Q2 | $629K | Sell |
27,931
-4,672
| -14% | -$105K | ﹤0.01% | 3589 |
|
|
2021
Q1 | $765K | Buy |
32,603
+5,861
| +22% | +$138K | ﹤0.01% | 3599 |
|
|
2020
Q4 | $535K | Buy |
26,742
+17,917
| +203% | +$358K | ﹤0.01% | 3634 |
|
|
2020
Q3 | $115K | Sell |
8,825
-9,442
| -52% | -$123K | ﹤0.01% | 4282 |
|
|
2020
Q2 | $298K | Sell |
18,267
-4,403
| -19% | -$71.8K | ﹤0.01% | 3740 |
|
|
2020
Q1 | $232K | Sell |
22,670
-21,516
| -49% | -$220K | ﹤0.01% | 3784 |
|
|
2019
Q4 | $769K | Buy |
44,186
+11,049
| +33% | +$192K | ﹤0.01% | 3551 |
|
|
2019
Q3 | $506K | Buy |
33,137
+21,736
| +191% | +$332K | ﹤0.01% | 3714 |
|
|
2019
Q2 | $153K | Buy |
11,401
+9,258
| +432% | +$124K | ﹤0.01% | 4275 |
|
|
2019
Q1 | $29K | Sell |
2,143
-19,241
| -90% | -$260K | ﹤0.01% | 5147 |
|
|
2018
Q4 | $275K | Buy |
21,384
+4,557
| +27% | +$58.6K | ﹤0.01% | 3885 |
|
|
2018
Q3 | $263K | Buy |
16,827
+11,068
| +192% | +$173K | ﹤0.01% | 4039 |
|
|
2018
Q2 | $107K | Buy |
5,759
+4,047
| +236% | +$75.2K | ﹤0.01% | 4514 |
|
|
2018
Q1 | $32K | Buy |
1,712
+85
| +5% | +$1.59K | ﹤0.01% | 5180 |
|
|
2017
Q4 | $30K | Sell |
1,627
-822
| -34% | -$15.2K | ﹤0.01% | 5269 |
|
|
2017
Q3 | $44K | Buy |
2,449
+1,937
| +378% | +$34.8K | ﹤0.01% | 4990 |
|
|
2017
Q2 | $8K | Sell |
512
-59
| -10% | -$922 | ﹤0.01% | 5958 |
|
|
2017
Q1 | $9K | Sell |
571
-4,159
| -88% | -$65.6K | ﹤0.01% | 5744 |
|
|
2016
Q4 | $67K | Sell |
4,730
-2,038
| -30% | -$28.9K | ﹤0.01% | 4698 |
|
|
2016
Q3 | $84K | Buy |
6,768
+6,352
| +1,527% | +$78.8K | ﹤0.01% | 4242 |
|
|
2016
Q2 | $4K | Sell |
416
-85,396
| -100% | -$821K | ﹤0.01% | 6313 |
|
|
2016
Q1 | $963K | Buy |
85,812
+81,204
| +1,762% | +$911K | ﹤0.01% | 2686 |
|
|
2015
Q4 | $54K | Buy |
4,608
+2,056
| +81% | +$24.1K | ﹤0.01% | 4687 |
|
|
2015
Q3 | $29K | Sell |
2,552
-3,448
| -57% | -$39.2K | ﹤0.01% | 5132 |
|
|
2015
Q2 | $58K | Buy |
6,000
+2,994
| +100% | +$28.9K | ﹤0.01% | 4673 |
|
|
2015
Q1 | $30K | Buy |
3,006
+888
| +42% | +$8.86K | ﹤0.01% | 5041 |
|
|
2014
Q4 | $19K | Buy |
+2,118
| New | +$19K | ﹤0.01% | 5592 |
|