Venturi 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
Q1 | – | Sell |
-5,000
| Closed | -$101K | – | 1005 |
|
|
2024
Q4 | $101K | Buy |
+5,000
| New | +$101K | 0.01% | 777 |
|
|
2024
Q1 | – | Sell |
-336
| Closed | -$4.76K | – | 1388 |
|
|
2023
Q4 | $4.76K | Sell |
336
-33
| -9% | -$467 | ﹤0.01% | 1036 |
|
|
2023
Q3 | $4.07K | Hold |
369
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q2 | $4.16K | Sell |
369
-211
| -36% | -$2.38K | ﹤0.01% | 787 |
|
|
2023
Q1 | $10.3K | Buy |
+580
| New | +$10.3K | ﹤0.01% | 709 |
|