AE Wealth Management’s Fathom Holdings FTHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,472
| Closed | -$34.2K | – | 1451 |
|
|
2023
Q4 | $34.2K | Hold |
12,472
| – | – | ﹤0.01% | 1993 |
|
|
2023
Q3 | $50.9K | Hold |
12,472
| – | – | ﹤0.01% | 1878 |
|
|
2023
Q2 | $89.1K | Hold |
12,472
| – | – | ﹤0.01% | 1815 |
|
|
2023
Q1 | $53K | Hold |
12,472
| – | – | ﹤0.01% | 1811 |
|
|
2022
Q4 | $53K | Hold |
12,472
| – | – | ﹤0.01% | 1746 |
|
|
2022
Q3 | $66K | Hold |
12,472
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q2 | $98K | Hold |
12,472
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q1 | $133K | Hold |
12,472
| – | – | ﹤0.01% | 1597 |
|
|
2021
Q4 | $255K | Hold |
12,472
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q3 | $333K | Hold |
12,472
| – | – | ﹤0.01% | 1321 |
|
|
2021
Q2 | $409K | Buy |
12,472
+70
| +0.6% | +$2.3K | ﹤0.01% | 1214 |
|
|
2021
Q1 | $454K | Buy |
12,402
+3,790
| +44% | +$139K | ﹤0.01% | 1066 |
|
|
2020
Q4 | $310K | Buy |
+8,612
| New | +$310K | ﹤0.01% | 1128 |
|