RDWM
Red Door Wealth Management’s First Horizon FHN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
49,997
-57
| -0.1% | -$1.21K | 0.13% | 102 |
|
2025
Q1 | $972K | Buy |
50,054
+31,113
| +164% | +$604K | 0.14% | 92 |
|
2024
Q4 | $381K | Sell |
18,941
-4,402
| -19% | -$88.7K | 0.06% | 164 |
|
2024
Q3 | $363K | Buy |
23,343
+138
| +0.6% | +$2.14K | 0.06% | 155 |
|
2024
Q2 | $366K | Buy |
23,205
+40
| +0.2% | +$631 | 0.06% | 140 |
|
2024
Q1 | $357K | Sell |
23,165
-9,074
| -28% | -$140K | 0.07% | 143 |
|
2023
Q4 | $457K | Buy |
32,239
+1,070
| +3% | +$15.2K | 0.1% | 118 |
|
2023
Q3 | $343K | Buy |
31,169
+11,078
| +55% | +$122K | 0.09% | 130 |
|
2023
Q2 | $226K | Buy |
+20,091
| New | +$226K | 0.05% | 207 |
|
2021
Q3 | – | Sell |
-1,164
| Closed | -$20K | – | 313 |
|
2021
Q2 | $20K | Buy |
+1,164
| New | +$20K | 0.01% | 353 |
|
2020
Q3 | – | Sell |
-9,553
| Closed | -$95K | – | 211 |
|
2020
Q2 | $95K | Sell |
9,553
-5,759
| -38% | -$57.3K | 0.07% | 144 |
|
2020
Q1 | $123K | Sell |
15,312
-1,581
| -9% | -$12.7K | 0.12% | 110 |
|
2019
Q4 | $277K | Buy |
+16,893
| New | +$277K | 0.25% | 80 |
|