Van Hulzen Asset 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 | $656K | Buy |
30,950
+3,500
| +13% | +$74.2K | 0.05% | 192 |
|
2025
Q1 | $533K | Sell |
27,450
-4,850
| -15% | -$94.2K | 0.05% | 202 |
|
2024
Q4 | $651K | Sell |
32,300
-800
| -2% | -$16.1K | 0.05% | 202 |
|
2024
Q3 | $514K | Buy |
33,100
+1,900
| +6% | +$29.5K | 0.04% | 205 |
|
2024
Q2 | $492K | Sell |
31,200
-800
| -3% | -$12.6K | 0.03% | 206 |
|
2024
Q1 | $493K | Sell |
32,000
-100
| -0.3% | -$1.54K | 0.03% | 225 |
|
2023
Q4 | $455K | Buy |
32,100
+1,700
| +6% | +$24.1K | 0.03% | 228 |
|
2023
Q3 | $335K | Buy |
30,400
+6,800
| +29% | +$74.9K | 0.03% | 239 |
|
2023
Q2 | $266K | Buy |
23,600
+2,000
| +9% | +$22.5K | 0.02% | 260 |
|
2023
Q1 | $384K | Hold |
21,600
| – | – | 0.04% | 201 |
|
2022
Q4 | $529K | Hold |
21,600
| – | – | 0.06% | 168 |
|
2022
Q3 | $495K | Sell |
21,600
-300
| -1% | -$6.88K | 0.06% | 167 |
|
2022
Q2 | $479K | Hold |
21,900
| – | – | 0.06% | 169 |
|
2022
Q1 | $514K | Sell |
21,900
-200
| -0.9% | -$4.69K | 0.05% | 167 |
|
2021
Q4 | $361K | Buy |
22,100
+2,100
| +11% | +$34.3K | 0.04% | 217 |
|
2021
Q3 | $326K | Buy |
+20,000
| New | +$326K | 0.05% | 204 |
|