Avantax Planning Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $364K | Hold |
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|
2025
Q3 | $364K | Sell |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $253K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Buy |
|