Curated Wealth 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 | $411K | Buy |
16,485
+1,594
| +11% | +$39.8K | 0.05% | 109 |
|
|
2025
Q1 | $364K | Hold |
14,891
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $386K | Hold |
14,891
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $345K | Hold |
14,891
| – | – | 0.04% | 100 |
|
|
2024
Q2 | $309K | Buy |
+14,891
| New | +$309K | 0.04% | 107 |
|
|
2024
Q1 | – | Sell |
-19,518
| Closed | -$446K | – | 53 |
|
|
2023
Q4 | $446K | Sell |
19,518
-412
| -2% | -$9.42K | 0.07% | 94 |
|
|
2023
Q3 | $360K | Hold |
19,930
| – | – | 0.07% | 93 |
|
|
2023
Q2 | $359K | Hold |
19,930
| – | – | 0.07% | 89 |
|
|
2023
Q1 | $411K | Hold |
19,930
| – | – | 0.09% | 77 |
|
|
2022
Q4 | $519K | Sell |
19,930
-336
| -2% | -$8.75K | 0.13% | 62 |
|
|
2022
Q3 | $500K | Hold |
20,266
| – | – | 0.15% | 59 |
|
|
2022
Q2 | $459K | Buy |
20,266
+12,730
| +169% | +$288K | 0.13% | 69 |
|
|
2022
Q1 | $206K | Hold |
7,536
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $206K | Sell |
7,536
-14,152
| -65% | -$387K | 0.07% | 138 |
|
|
2021
Q3 | $637K | Hold |
21,688
| – | – | 0.36% | 54 |
|
|
2021
Q2 | $615K | Buy |
21,688
+264
| +1% | +$7.49K | 0.33% | 56 |
|
|
2021
Q1 | $586K | Buy |
+21,424
| New | +$586K | 0.36% | 53 |
|