GeoWealth Management’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-856
| Closed | -$22.2K | – | 1305 |
|
|
2024
Q4 | $22.2K | Hold |
856
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q3 | $19.8K | Buy |
+856
| New | +$19.8K | ﹤0.01% | 1280 |
|
|
2024
Q2 | – | Sell |
-111
| Closed | -$2.44K | – | 883 |
|
|
2024
Q1 | $2.44K | Buy |
111
+12
| +12% | +$264 | ﹤0.01% | 844 |
|
|
2023
Q4 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 667 |
|