Whittier Trust’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
Q1 | – | Sell |
-1,036
| Closed | -$6.43K | – | 1516 |
|
|
2024
Q4 | $6.43K | Sell |
1,036
-1,290
| -55% | -$8.01K | ﹤0.01% | 1330 |
|
|
2024
Q3 | $14.5K | Hold |
2,326
| – | – | ﹤0.01% | 1194 |
|
|
2024
Q2 | $15.2K | Sell |
2,326
-1,997
| -46% | -$13.1K | ﹤0.01% | 1161 |
|
|
2024
Q1 | $32.6K | Hold |
4,323
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q4 | $41.8K | Hold |
4,323
| – | – | ﹤0.01% | 958 |
|
|
2023
Q3 | $26.3K | Hold |
4,323
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q2 | $17.2K | Sell |
4,323
-7,988
| -65% | -$31.7K | ﹤0.01% | 1157 |
|
|
2023
Q1 | $91.7K | Sell |
12,311
-9,881
| -45% | -$73.6K | ﹤0.01% | 835 |
|
|
2022
Q4 | $318K | Hold |
22,192
| – | – | 0.01% | 546 |
|
|
2022
Q3 | $402K | Hold |
22,192
| – | – | 0.01% | 492 |
|
|
2022
Q2 | $454K | Hold |
22,192
| – | – | 0.01% | 473 |
|
|
2022
Q1 | $539K | Hold |
22,192
| – | – | 0.01% | 479 |
|
|
2021
Q4 | $552K | Hold |
22,192
| – | – | 0.01% | 460 |
|
|
2021
Q3 | $583K | Hold |
22,192
| – | – | 0.01% | 438 |
|
|
2021
Q2 | $499K | Hold |
22,192
| – | – | 0.01% | 473 |
|
|
2021
Q1 | $520K | Buy |
+22,192
| New | +$520K | 0.01% | 463 |
|
|
2020
Q4 | – | Sell |
-19,792
| Closed | -$259K | – | 1448 |
|
|
2020
Q3 | $259K | Hold |
19,792
| – | – | 0.01% | 521 |
|
|
2020
Q2 | $323K | Sell |
19,792
-20,216
| -51% | -$330K | 0.01% | 463 |
|
|
2020
Q1 | $409K | Hold |
40,008
| – | – | 0.01% | 407 |
|
|
2019
Q4 | $696K | Hold |
40,008
| – | – | 0.02% | 354 |
|
|
2019
Q3 | $611K | Hold |
40,008
| – | – | 0.02% | 362 |
|
|
2019
Q2 | $538K | Hold |
40,008
| – | – | 0.02% | 379 |
|
|
2019
Q1 | $543K | Buy |
+40,008
| New | +$543K | 0.02% | 372 |
|