Cerity Partners’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
41,212
+4,551
| +12% | +$114K | ﹤0.01% | 1508 |
|
|
2025
Q1 | $896K | Buy |
36,661
+1,581
| +5% | +$38.6K | ﹤0.01% | 1474 |
|
|
2024
Q4 | $858K | Buy |
35,080
+8,244
| +31% | +$202K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $621K | Buy |
26,836
+13,297
| +98% | +$308K | ﹤0.01% | 1656 |
|
|
2024
Q2 | $281K | Sell |
13,539
-8,576
| -39% | -$178K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $486K | Buy |
+22,115
| New | +$486K | ﹤0.01% | 1615 |
|
|
2023
Q2 | – | Sell |
-803
| Closed | -$1.4M | – | 1749 |
|
|
2023
Q1 | $1.4M | Buy |
+803
| New | +$1.4M | ﹤0.01% | 842 |
|