Woodmont Investment Counsel’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 | $226K | Buy |
10,643
+31
| +0.3% | +$657 | 0.01% | 262 |
|
2025
Q1 | $206K | Hold |
10,612
| – | – | 0.01% | 259 |
|
2024
Q4 | $214K | Hold |
10,612
| – | – | 0.02% | 253 |
|
2024
Q3 | $165K | Buy |
+10,612
| New | +$165K | 0.01% | 255 |
|
2023
Q1 | – | Sell |
-43,537
| Closed | -$1.07M | – | 247 |
|
2022
Q4 | $1.07M | Sell |
43,537
-7,743
| -15% | -$190K | 0.12% | 123 |
|
2022
Q3 | $1.17M | Buy |
51,280
+20,501
| +67% | +$469K | 0.15% | 113 |
|
2022
Q2 | $673K | Hold |
30,779
| – | – | 0.08% | 152 |
|
2022
Q1 | $723K | Sell |
30,779
-33,988
| -52% | -$798K | 0.08% | 155 |
|
2021
Q4 | $1.06M | Buy |
64,767
+27,328
| +73% | +$446K | 0.14% | 113 |
|
2021
Q3 | $610K | Hold |
37,439
| – | – | 0.09% | 141 |
|
2021
Q2 | $647K | Sell |
37,439
-500
| -1% | -$8.64K | 0.1% | 129 |
|
2021
Q1 | $642K | Sell |
37,939
-3,270
| -8% | -$55.3K | 0.11% | 128 |
|
2020
Q4 | $526K | Sell |
41,209
-4,730
| -10% | -$60.4K | 0.1% | 125 |
|
2020
Q3 | $433K | Sell |
45,939
-48,628
| -51% | -$458K | 0.09% | 130 |
|
2020
Q2 | $942K | Sell |
94,567
-102,491
| -52% | -$1.02M | 0.23% | 86 |
|
2020
Q1 | $1.59M | Buy |
+197,058
| New | +$1.59M | 0.44% | 60 |
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$30K | – | 345 |
|
2016
Q3 | $30K | Buy |
+2,000
| New | +$30K | 0.01% | 312 |
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$26K | – | 283 |
|
2016
Q1 | $26K | Hold |
2,000
| – | – | 0.01% | 323 |
|
2015
Q4 | $29K | Hold |
2,000
| – | – | 0.01% | 321 |
|
2015
Q3 | $28K | Hold |
2,000
| – | – | 0.01% | 318 |
|
2015
Q2 | $31K | Buy |
+2,000
| New | +$31K | 0.01% | 312 |
|
2014
Q1 | – | Sell |
-10,542
| Closed | -$123K | – | 198 |
|
2013
Q4 | $123K | Hold |
10,542
| – | – | 0.04% | 191 |
|
2013
Q3 | $116K | Hold |
10,542
| – | – | 0.04% | 155 |
|
2013
Q2 | $118K | Buy |
+10,542
| New | +$118K | 0.04% | 189 |
|