EHWM
Eads & Heald Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
10,861
+1,725
| +19% | +$71K | 0.22% | 116 |
|
|
2025
Q1 | $358K | Buy |
9,136
+935
| +11% | +$36.6K | 0.18% | 117 |
|
|
2024
Q4 | $347K | Buy |
8,201
+235
| +3% | +$9.94K | 0.17% | 119 |
|
|
2024
Q3 | $341K | Sell |
7,966
-540
| -6% | -$23.1K | 0.16% | 120 |
|
|
2024
Q2 | $310K | Buy |
8,506
+625
| +8% | +$22.8K | 0.15% | 121 |
|
|
2024
Q1 | $293K | Hold |
7,881
| – | – | 0.14% | 124 |
|
|
2023
Q4 | $272K | Sell |
7,881
-254
| -3% | -$8.77K | 0.13% | 127 |
|
|
2023
Q3 | $206K | Buy |
+8,135
| New | +$206K | 0.11% | 139 |
|
|
2023
Q2 | – | Sell |
-10,465
| Closed | -$279K | – | 147 |
|
|
2023
Q1 | $279K | Buy |
10,465
+1,045
| +11% | +$27.9K | 0.14% | 128 |
|
|
2022
Q4 | $309K | Sell |
9,420
-4,235
| -31% | -$139K | 0.16% | 126 |
|
|
2022
Q3 | $436K | Sell |
13,655
-3,110
| -19% | -$99.3K | 0.25% | 113 |
|
|
2022
Q2 | $563K | Buy |
16,765
+8,735
| +109% | +$293K | 0.3% | 107 |
|
|
2022
Q1 | $346K | Sell |
8,030
-970
| -11% | -$41.8K | 0.16% | 123 |
|
|
2021
Q4 | $392K | Buy |
9,000
+215
| +2% | +$9.36K | 0.17% | 122 |
|
|
2021
Q3 | $373K | Sell |
8,785
-1,875
| -18% | -$79.6K | 0.18% | 119 |
|
|
2021
Q2 | $408K | Sell |
10,660
-150
| -1% | -$5.74K | 0.2% | 114 |
|
|
2021
Q1 | $405K | Sell |
10,810
-325
| -3% | -$12.2K | 0.21% | 115 |
|
|
2020
Q4 | $307K | Hold |
11,135
| – | – | 0.17% | 118 |
|
|
2020
Q3 | $237K | Sell |
11,135
-4,360
| -28% | -$92.8K | 0.14% | 118 |
|
|
2020
Q2 | $299K | Buy |
+15,495
| New | +$299K | 0.18% | 111 |
|