WR Wealth Planners’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $70.2K | Buy |
3,488
+34
| +1% | +$685 | 0.02% | 280 |
|
|
2024
Q3 | $53.6K | Buy |
3,454
+32
| +0.9% | +$497 | 0.01% | 334 |
|
|
2024
Q2 | $54K | Buy |
3,422
+35
| +1% | +$552 | 0.02% | 320 |
|
|
2024
Q1 | $52.2K | Buy |
+3,387
| New | +$52.2K | 0.02% | 325 |
|
|
2023
Q4 | – | Sell |
-3,305
| Closed | -$36.4K | – | 418 |
|
|
2023
Q3 | $36.4K | Buy |
3,305
+43
| +1% | +$474 | 0.01% | 357 |
|
|
2023
Q2 | $36.8K | Buy |
3,262
+14
| +0.4% | +$158 | 0.01% | 355 |
|
|
2023
Q1 | $57.8K | Buy |
3,248
+1,592
| +96% | +$28.3K | 0.03% | 300 |
|
|
2022
Q4 | $40.6K | Buy |
1,656
+10
| +0.6% | +$245 | 0.03% | 180 |
|
|
2022
Q3 | $37.7K | Buy |
1,646
+12
| +0.7% | +$275 | 0.03% | 181 |
|
|
2022
Q2 | $35.7K | Buy |
1,634
+10
| +0.6% | +$219 | 0.02% | 195 |
|
|
2022
Q1 | $38.1K | Buy |
+1,624
| New | +$38.1K | 0.02% | 185 |
|