Kolinsky Wealth Management’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $317K | Hold |
12,203
| – | – | 0.19% | 110 |
|
|
2024
Q3 | $282K | Buy |
12,203
+28
| +0.2% | +$648 | 0.18% | 124 |
|
|
2024
Q2 | $253K | Buy |
12,175
+12
| +0.1% | +$249 | 0.18% | 120 |
|
|
2024
Q1 | $267K | Buy |
12,163
+7
| +0.1% | +$154 | 0.2% | 110 |
|
|
2023
Q4 | $278K | Sell |
12,156
-43
| -0.4% | -$983 | 0.24% | 103 |
|
|
2023
Q3 | $220K | Buy |
12,199
+134
| +1% | +$2.42K | 0.22% | 115 |
|
|
2023
Q2 | $218K | Buy |
12,065
+777
| +7% | +$14.1K | 0.21% | 119 |
|
|
2023
Q1 | $233K | Buy |
11,288
+32
| +0.3% | +$661 | 0.25% | 108 |
|
|
2022
Q4 | $293K | Buy |
11,256
+126
| +1% | +$3.28K | 0.33% | 77 |
|
|
2022
Q3 | $274K | Buy |
11,130
+47
| +0.4% | +$1.16K | 0.34% | 77 |
|
|
2022
Q2 | $252K | Hold |
11,083
| – | – | 0.3% | 88 |
|
|
2022
Q1 | $309K | Sell |
11,083
-1,657
| -13% | -$46.2K | 0.3% | 76 |
|
|
2021
Q4 | $348K | Buy |
+12,740
| New | +$348K | 0.32% | 79 |
|