Perigon Wealth Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Buy |
13,008
+94
| +0.7% | +$1.99K | 0.01% | 867 |
|
2025
Q1 | $251K | Buy |
12,914
+216
| +2% | +$4.2K | 0.01% | 877 |
|
2024
Q4 | $271K | Buy |
12,698
+1,149
| +10% | +$24.5K | 0.01% | 856 |
|
2024
Q3 | $179K | Buy |
11,549
+248
| +2% | +$3.85K | ﹤0.01% | 947 |
|
2024
Q2 | $178K | Sell |
11,301
-219
| -2% | -$3.45K | 0.01% | 822 |
|
2024
Q1 | $177K | Buy |
11,520
+804
| +8% | +$12.4K | 0.01% | 815 |
|
2023
Q4 | $152K | Sell |
10,716
-2,112
| -16% | -$29.9K | 0.01% | 799 |
|
2023
Q3 | $141K | Sell |
12,828
-2,473
| -16% | -$27.3K | 0.01% | 744 |
|
2023
Q2 | $172K | Buy |
15,301
+3,460
| +29% | +$39K | 0.01% | 740 |
|
2023
Q1 | $211K | Sell |
11,841
-4,764
| -29% | -$84.7K | 0.01% | 659 |
|
2022
Q4 | $407K | Buy |
+16,605
| New | +$407K | 0.03% | 435 |
|
2018
Q2 | – | Sell |
-1
| Closed | – | – | 366 |
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 653 |
|