Whittier Trust’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 | $148K | Buy |
+7,000
| New | +$148K | ﹤0.01% | 715 |
|
2023
Q4 | – | Sell |
-73
| Closed | -$803 | – | 1562 |
|
2023
Q3 | $803 | Buy |
73
+36
| +97% | +$396 | ﹤0.01% | 1540 |
|
2023
Q2 | $416 | Hold |
37
| – | – | ﹤0.01% | 1524 |
|
2023
Q1 | $657 | Hold |
37
| – | – | ﹤0.01% | 1545 |
|
2022
Q4 | $906 | Hold |
37
| – | – | ﹤0.01% | 1546 |
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1600 |
|
2022
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1610 |
|
2022
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1633 |
|
2021
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1535 |
|
2021
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1446 |
|
2021
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1478 |
|
2021
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1474 |
|
2020
Q4 | – | Sell |
-37
| Closed | – | – | 1449 |
|
2020
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 1444 |
|
2020
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 1431 |
|
2020
Q1 | $0 | Hold |
37
| – | – | ﹤0.01% | 1503 |
|
2019
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1416 |
|