NewEdge Wealth’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.23M | Sell |
94,324
-1,641
| -2% | -$38.8K | 0.04% | 357 |
|
2025
Q1 | $2.35M | Sell |
95,965
-4,336
| -4% | -$106K | 0.04% | 321 |
|
2024
Q4 | $2.6M | Sell |
100,301
-17,862
| -15% | -$464K | 0.05% | 301 |
|
2024
Q3 | $2.74M | Buy |
118,163
+17,680
| +18% | +$409K | 0.05% | 303 |
|
2024
Q2 | $2.09M | Sell |
100,483
-1,053
| -1% | -$21.9K | 0.05% | 318 |
|
2024
Q1 | $2.2M | Buy |
101,536
+13,563
| +15% | +$294K | 0.05% | 313 |
|
2023
Q4 | $2.01M | Sell |
87,973
-15,642
| -15% | -$358K | 0.05% | 298 |
|
2023
Q3 | $1.87M | Sell |
103,615
-666
| -0.6% | -$12K | 0.06% | 270 |
|
2023
Q2 | $1.88M | Sell |
104,281
-590
| -0.6% | -$10.6K | 0.06% | 261 |
|
2023
Q1 | $2.16M | Sell |
104,871
-11,124
| -10% | -$229K | 0.08% | 211 |
|
2022
Q4 | $3.02M | Buy |
115,995
+1,959
| +2% | +$51K | 0.13% | 151 |
|
2022
Q3 | $2.81M | Buy |
114,036
+8,104
| +8% | +$200K | 0.13% | 147 |
|
2022
Q2 | $2.41M | Buy |
105,932
+30,505
| +40% | +$693K | 0.11% | 167 |
|
2022
Q1 | $2.1M | Buy |
75,427
+427
| +0.6% | +$11.9K | 0.09% | 152 |
|
2021
Q4 | $2.05M | Buy |
75,000
+520
| +0.7% | +$14.2K | 0.09% | 168 |
|
2021
Q3 | $2.19M | Buy |
74,480
+1,003
| +1% | +$29.4K | 0.13% | 120 |
|
2021
Q2 | $2.08M | Buy |
73,477
+5,198
| +8% | +$147K | 0.16% | 121 |
|
2021
Q1 | $1.87M | Buy |
68,279
+26,334
| +63% | +$721K | 0.19% | 111 |
|
2020
Q4 | $989K | Buy |
+41,945
| New | +$989K | 0.3% | 84 |
|