Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,058
| Closed | -$136K | – | 559 |
|
|
2023
Q2 | $136K | Hold |
12,058
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $214K | Hold |
12,058
| – | – | ﹤0.01% | 504 |
|
|
2022
Q4 | $295K | Sell |
12,058
-1
| -0% | -$25 | ﹤0.01% | 445 |
|
|
2022
Q3 | $276K | Hold |
12,059
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $264K | Buy |
+12,059
| New | +$264K | ﹤0.01% | 481 |
|