Brandywine Oak Private Wealth’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-16,102
| Closed | -$378K | – | 328 |
|
2022
Q1 | $378K | Buy |
16,102
+484
| +3% | +$11.4K | 0.04% | 227 |
|
2021
Q4 | $268K | Buy |
15,618
+1,098
| +8% | +$18.8K | 0.03% | 280 |
|
2021
Q3 | $236K | Buy |
14,520
+440
| +3% | +$7.15K | 0.03% | 300 |
|
2021
Q2 | $243K | Sell |
14,080
-2,454
| -15% | -$42.4K | 0.03% | 295 |
|
2021
Q1 | $279K | Sell |
16,534
-3,287
| -17% | -$55.5K | 0.04% | 218 |
|
2020
Q4 | $252K | Buy |
+19,821
| New | +$252K | 0.04% | 230 |
|