Whittier Trust’s FirstCash FCFS Stock Holding History

Whittier Trust’s Portfolio FCFS Stock Details FCFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.2K	Hold	283	–	–	﹤0.01%	993
2025 Q1	$34.1K	Hold	283	–	–	﹤0.01%	1004
2024 Q4	$29.3K	Hold	283	–	–	﹤0.01%	1027
2024 Q3	$32.5K	Hold	283	–	–	﹤0.01%	1001
2024 Q2	$29.7K	Sell	283 -176	-38%	-$18.5K	﹤0.01%	1011
2024 Q1	$58.5K	Buy	459 +176	+62%	+$22.4K	﹤0.01%	906
2023 Q4	$30.7K	Hold	283	–	–	﹤0.01%	1011
2023 Q3	$28.4K	Hold	283	–	–	﹤0.01%	1047
2023 Q2	$26.4K	Hold	283	–	–	﹤0.01%	1055
2023 Q1	$27K	Hold	283	–	–	﹤0.01%	1089
2022 Q4	$24.6K	Sell	283 -23	-8%	-$2K	﹤0.01%	1102
2022 Q3	$22K	Hold	306	–	–	﹤0.01%	1152
2022 Q2	$21K	Hold	306	–	–	﹤0.01%	1154
2022 Q1	$22K	Buy	306 +23	+8%	+$1.65K	﹤0.01%	1184
2021 Q4	$21K	Hold	283	–	–	﹤0.01%	1169
2021 Q3	$25K	Sell	283 -16,697	-98%	-$1.48M	﹤0.01%	1074
2021 Q2	$1.3M	Hold	16,980	–	–	0.02%	324
2021 Q1	$1.12M	Hold	16,980	–	–	0.02%	350
2020 Q4	$1.19M	Hold	16,980	–	–	0.03%	310
2020 Q3	$971K	Buy	+16,980	New	+$971K	0.02%	326
2020 Q2	–	Sell	-11,348	Closed	-$814K	–	1429
2020 Q1	$814K	Hold	11,348	–	–	0.03%	316
2019 Q4	$915K	Hold	11,348	–	–	0.02%	319
2019 Q3	$1.04M	Hold	11,348	–	–	0.03%	301
2019 Q2	$1.14M	Hold	11,348	–	–	0.03%	289
2019 Q1	$982K	Hold	11,348	–	–	0.03%	291
2018 Q4	$821K	Hold	11,348	–	–	0.03%	305
2018 Q3	$931K	Hold	11,348	–	–	0.03%	295
2018 Q2	$1.02M	Hold	11,348	–	–	0.03%	279
2018 Q1	$922K	Hold	11,348	–	–	0.03%	292
2017 Q4	$765K	Sell	11,348 -1,113	-9%	-$75K	0.03%	311
2017 Q3	$787K	Buy	12,461 +11,348	+1,020%	+$717K	0.03%	305
2017 Q2	$65K	Hold	1,113	–	–	﹤0.01%	652
2017 Q1	$55K	Sell	1,113 -8,520	-88%	-$421K	﹤0.01%	692
2016 Q4	$453K	Hold	9,633	–	–	0.02%	350
2016 Q3	$453K	Buy	9,633 +3,633	+61%	+$171K	0.02%	346
2016 Q2	$308K	Hold	6,000	–	–	0.01%	399
2016 Q1	$276K	Hold	6,000	–	–	0.01%	407
2015 Q4	$225K	Buy	+6,000	New	+$225K	0.01%	442