J.P. Morgan Private Wealth Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Sell |
19,404
-47,905
| -71% | -$528K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $759K | Sell |
67,309
-1,181,811
| -95% | -$13.3M | ﹤0.01% | 867 |
|
|
2023
Q1 | $22.2M | Sell |
1,249,120
-2,225,827
| -64% | -$39.6M | 0.05% | 294 |
|
|
2022
Q4 | $85.1M | Buy |
3,474,947
+36,627
| +1% | +$897K | 0.19% | 119 |
|
|
2022
Q3 | $78.7M | Buy |
3,438,320
+111,420
| +3% | +$2.55M | 0.21% | 117 |
|
|
2022
Q2 | $72.7M | Buy |
3,326,900
+34,062
| +1% | +$745K | 0.19% | 129 |
|
|
2022
Q1 | $77.3M | Buy |
3,292,838
+234,580
| +8% | +$5.51M | 0.17% | 141 |
|
|
2021
Q4 | $49.9M | Buy |
3,058,258
+120,320
| +4% | +$1.96M | 0.11% | 191 |
|
|
2021
Q3 | $47.9M | Buy |
2,937,938
+5,811
| +0.2% | +$94.7K | 0.12% | 185 |
|
|
2021
Q2 | $50.7M | Buy |
2,932,127
+2,905,981
| +11,114% | +$50.2M | 0.13% | 170 |
|
|
2021
Q1 | $442K | Buy |
+26,146
| New | +$442K | ﹤0.01% | 1365 |
|
|
2018
Q4 | – | Sell |
-410,643
| Closed | -$18K | – | 1499 |
|
|
2018
Q3 | $18K | Buy |
+410,643
| New | +$18K | ﹤0.01% | 1557 |
|