Peterson Wealth Services’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-278
| Closed | -$5.6K | – | 211 |
|
|
2024
Q4 | $5.6K | Buy |
278
+89
| +47% | +$1.79K | ﹤0.01% | 194 |
|
|
2024
Q3 | $2.94K | Buy |
+189
| New | +$2.94K | ﹤0.01% | 203 |
|
|
2023
Q4 | – | Sell |
-64,340
| Closed | -$709K | – | 106 |
|
|
2023
Q3 | $709K | Buy |
64,340
+7,091
| +12% | +$78.1K | 0.53% | 45 |
|
|
2023
Q2 | $645K | Buy |
57,249
+8,330
| +17% | +$93.9K | 0.31% | 64 |
|
|
2023
Q1 | $870K | Buy |
48,919
+10,125
| +26% | +$180K | 0.45% | 65 |
|
|
2022
Q4 | $950K | Buy |
38,794
+3,997
| +11% | +$97.9K | 0.54% | 47 |
|
|
2022
Q3 | $797K | Buy |
34,797
+7,661
| +28% | +$175K | 0.57% | 45 |
|
|
2022
Q2 | $593K | Buy |
27,136
+4,287
| +19% | +$93.7K | 0.43% | 47 |
|
|
2022
Q1 | $537K | Buy |
22,849
+702
| +3% | +$16.5K | 0.33% | 50 |
|
|
2021
Q4 | $362K | Buy |
+22,147
| New | +$362K | 0.24% | 61 |
|