Carson Wealth (CWM LLC)’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
94,881
-13,189
| -12% | -$280K | 0.01% | 948 |
|
|
2025
Q1 | $2.1M | Sell |
108,070
-1,678
| -2% | -$32.6K | 0.01% | 817 |
|
|
2024
Q4 | $2.21M | Buy |
109,748
+10,591
| +11% | +$213K | 0.01% | 751 |
|
|
2024
Q3 | $1.54M | Buy |
99,157
+41,050
| +71% | +$638K | 0.01% | 821 |
|
|
2024
Q2 | $916K | Buy |
58,107
+19,157
| +49% | +$302K | ﹤0.01% | 940 |
|
|
2024
Q1 | $600K | Buy |
38,950
+3,520
| +10% | +$54.2K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $502K | Buy |
35,430
+12,109
| +52% | +$172K | ﹤0.01% | 1061 |
|
|
2023
Q3 | $257K | Buy |
23,321
+15,995
| +218% | +$176K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $83K | Buy |
7,326
+2,699
| +58% | +$30.6K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $82K | Sell |
4,627
-693
| -13% | -$12.3K | ﹤0.01% | 1589 |
|
|
2022
Q4 | $130K | Buy |
5,320
+470
| +10% | +$11.5K | ﹤0.01% | 1264 |
|
|
2022
Q3 | $111K | Buy |
4,850
+2,203
| +83% | +$50.4K | ﹤0.01% | 1292 |
|
|
2022
Q2 | $58K | Buy |
2,647
+1,414
| +115% | +$31K | ﹤0.01% | 1558 |
|
|
2022
Q1 | $29K | Buy |
1,233
+466
| +61% | +$11K | ﹤0.01% | 1851 |
|
|
2021
Q4 | $13K | Buy |
+767
| New | +$13K | ﹤0.01% | 2195 |
|
|
2021
Q2 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2021
Q1 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2020
Q4 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2020
Q3 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2020
Q2 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2020
Q1 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2019
Q4 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2019
Q3 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2019
Q2 | $10K | Hold |
584
| – | – | ﹤0.01% | 2093 |
|
|
2019
Q1 | $10K | Sell |
584
-10,368
| -95% | -$178K | ﹤0.01% | 2093 |
|
|
2018
Q4 | $144K | Buy |
10,952
+43
| +0.4% | +$565 | ﹤0.01% | 660 |
|
|
2018
Q3 | $188K | Hold |
10,909
| – | – | ﹤0.01% | 522 |
|
|
2018
Q2 | $195K | Buy |
+10,909
| New | +$195K | 0.01% | 426 |
|
|
2018
Q1 | – | Sell |
-220
| Closed | -$4K | – | 1449 |
|
|
2017
Q4 | $4K | Hold |
220
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q3 | $4K | Hold |
220
| – | – | ﹤0.01% | 1130 |
|
|
2017
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 911 |
|
|
2017
Q1 | $4K | Sell |
220
-114
| -34% | -$2.07K | ﹤0.01% | 896 |
|
|
2016
Q4 | $7K | Buy |
334
+104
| +45% | +$2.18K | ﹤0.01% | 785 |
|
|
2016
Q3 | $4K | Buy |
+230
| New | +$4K | ﹤0.01% | 841 |
|