WMG Financial Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,179
| Closed | -$218K | – | 161 |
|
|
2024
Q1 | $218K | Sell |
14,179
-500
| -3% | -$7.7K | 0.13% | 132 |
|
|
2023
Q4 | $208K | Sell |
14,679
-5,340
| -27% | -$75.6K | 0.14% | 114 |
|
|
2023
Q3 | $221K | Sell |
20,019
-9,160
| -31% | -$101K | 0.19% | 87 |
|
|
2023
Q2 | $329K | Buy |
29,179
+11,000
| +61% | +$124K | 0.24% | 74 |
|
|
2023
Q1 | $339K | Buy |
+18,179
| New | +$339K | 0.28% | 65 |
|