Avantax Planning Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
8,026
+1,026
| +15% | +$45.5K | 0.01% | 321 |
|
|
2025
Q1 | $285K | Sell |
7,000
-1,040
| -13% | -$42.4K | 0.01% | 343 |
|
|
2024
Q4 | $331K | Buy |
8,040
+1,040
| +15% | +$42.8K | 0.01% | 319 |
|
|
2024
Q3 | $257K | Hold |
7,000
| – | – | 0.01% | 362 |
|
|
2024
Q2 | $230K | Hold |
7,000
| – | – | 0.01% | 412 |
|
|
2024
Q1 | $253K | Buy |
+7,000
| New | +$253K | 0.01% | 390 |
|
|
2018
Q4 | – | Sell |
-512
| Closed | -$12K | – | 588 |
|
|
2018
Q3 | $12K | Buy |
+512
| New | +$12K | ﹤0.01% | 829 |
|
|
2018
Q2 | – | Sell |
-633
| Closed | -$21K | – | 636 |
|
|
2018
Q1 | $21K | Buy |
+633
| New | +$21K | ﹤0.01% | 761 |
|