DWAM
Duncan Williams Asset Management’s First Horizon FHN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.61M | Buy |
358,810
+41
| +0% | +$869 | 2.4% | 9 |
|
2025
Q1 | $6.97M | Buy |
358,769
+525
| +0.1% | +$10.2K | 2.52% | 8 |
|
2024
Q4 | $7.22M | Sell |
358,244
-12,371
| -3% | -$249K | 2.84% | 8 |
|
2024
Q3 | $5.76M | Buy |
370,615
+23,053
| +7% | +$358K | 3.17% | 6 |
|
2024
Q2 | $5.48M | Sell |
347,562
-4,219
| -1% | -$66.5K | 4.62% | 5 |
|
2024
Q1 | $5.42M | Buy |
+351,781
| New | +$5.42M | 4.88% | 5 |
|