Bank of Montreal’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 | $323K | Sell |
7,277
-1,481
| -17% | -$65.6K | ﹤0.01% | 2270 |
|
|
2025
Q1 | $357K | Buy |
8,758
+121
| +1% | +$4.93K | ﹤0.01% | 2157 |
|
|
2024
Q4 | $355K | Sell |
8,637
-315,968
| -97% | -$13M | ﹤0.01% | 2165 |
|
|
2024
Q3 | $12M | Buy |
324,605
+41,610
| +15% | +$1.54M | 0.01% | 892 |
|
|
2024
Q2 | $9.31M | Buy |
282,995
+143,363
| +103% | +$4.72M | ﹤0.01% | 955 |
|
|
2024
Q1 | $5.06M | Sell |
139,632
-271,799
| -66% | -$9.85M | ﹤0.01% | 1098 |
|
|
2023
Q4 | $14.1M | Buy |
411,431
+403,210
| +4,905% | +$13.8M | ﹤0.01% | 798 |
|
|
2023
Q3 | $287K | Sell |
8,221
-170,895
| -95% | -$5.96M | ﹤0.01% | 2451 |
|
|
2023
Q2 | $6.86M | Buy |
179,116
+165,766
| +1,242% | +$6.35M | ﹤0.01% | 1042 |
|
|
2023
Q1 | $540K | Buy |
13,350
+3,124
| +31% | +$126K | ﹤0.01% | 2176 |
|
|
2022
Q4 | $373K | Buy |
10,226
+3,398
| +50% | +$124K | ﹤0.01% | 2391 |
|
|
2022
Q3 | $227 | Sell |
6,828
-2,238
| -25% | -$74 | ﹤0.01% | 2704 |
|
|
2022
Q2 | $292 | Buy |
9,066
+1,155
| +15% | +$37 | ﹤0.01% | 2627 |
|
|
2022
Q1 | $271K | Sell |
7,911
-5
| -0.1% | -$171 | ﹤0.01% | 2790 |
|
|
2021
Q4 | $299K | Sell |
7,916
-363,862
| -98% | -$13.7M | ﹤0.01% | 2662 |
|
|
2021
Q3 | $12M | Sell |
371,778
-21,687
| -6% | -$699K | 0.01% | 1083 |
|
|
2021
Q2 | $13.2M | Buy |
393,465
+98,879
| +34% | +$3.33M | 0.01% | 1055 |
|
|
2021
Q1 | $9.17M | Buy |
294,586
+273,894
| +1,324% | +$8.52M | 0.01% | 943 |
|
|
2020
Q4 | $626K | Buy |
20,692
+9,841
| +91% | +$298K | ﹤0.01% | 2184 |
|
|
2020
Q3 | $240K | Sell |
10,851
-3,950
| -27% | -$87.4K | ﹤0.01% | 2290 |
|
|
2020
Q2 | $319K | Buy |
14,801
+9,985
| +207% | +$215K | ﹤0.01% | 2165 |
|
|
2020
Q1 | $90K | Sell |
4,816
-21,645
| -82% | -$404K | ﹤0.01% | 2360 |
|
|
2019
Q4 | $863K | Buy |
26,461
+11,504
| +77% | +$375K | ﹤0.01% | 1965 |
|
|
2019
Q3 | $486K | Sell |
14,957
-38,774
| -72% | -$1.26M | ﹤0.01% | 2027 |
|
|
2019
Q2 | $1.75M | Buy |
53,731
+4,230
| +9% | +$138K | ﹤0.01% | 1506 |
|
|
2019
Q1 | $1.45M | Buy |
49,501
+41,906
| +552% | +$1.23M | ﹤0.01% | 1604 |
|
|
2018
Q4 | $201K | Buy |
7,595
+2,581
| +51% | +$68.3K | ﹤0.01% | 2304 |
|
|
2018
Q3 | $121K | Buy |
5,014
+123
| +3% | +$2.97K | ﹤0.01% | 2725 |
|
|
2018
Q2 | $115K | Sell |
4,891
-9,914
| -67% | -$233K | ﹤0.01% | 2761 |
|
|
2018
Q1 | $494K | Sell |
14,805
-1,323
| -8% | -$44.1K | ﹤0.01% | 2063 |
|
|
2017
Q4 | $582K | Buy |
16,128
+1,479
| +10% | +$53.4K | ﹤0.01% | 1995 |
|
|
2017
Q3 | $435K | Buy |
14,649
+2,063
| +16% | +$61.3K | ﹤0.01% | 2142 |
|
|
2017
Q2 | $356K | Buy |
12,586
+1,463
| +13% | +$41.4K | ﹤0.01% | 2192 |
|
|
2017
Q1 | $293K | Sell |
11,123
-6,112
| -35% | -$161K | ﹤0.01% | 2101 |
|
|
2016
Q4 | $475K | Buy |
17,235
+927
| +6% | +$25.5K | ﹤0.01% | 1933 |
|
|
2016
Q3 | $483K | Sell |
16,308
-299
| -2% | -$8.86K | ﹤0.01% | 1912 |
|
|
2016
Q2 | $479K | Buy |
16,607
+5,027
| +43% | +$145K | ﹤0.01% | 1944 |
|
|
2016
Q1 | $334K | Sell |
11,580
-111,814
| -91% | -$3.23M | ﹤0.01% | 2035 |
|
|
2015
Q4 | $3.54M | Sell |
123,394
-31,738
| -20% | -$909K | ﹤0.01% | 1073 |
|
|
2015
Q3 | $4.48M | Sell |
155,132
-113,668
| -42% | -$3.28M | 0.01% | 934 |
|
|
2015
Q2 | $9M | Sell |
268,800
-39,025
| -13% | -$1.31M | 0.01% | 810 |
|
|
2015
Q1 | $10.4M | Buy |
307,825
+58
| +0% | +$1.97K | 0.01% | 747 |
|
|
2014
Q4 | $10.1M | Buy |
307,767
+20,535
| +7% | +$676K | 0.01% | 717 |
|
|
2014
Q3 | $8.43M | Sell |
287,232
-92,481
| -24% | -$2.72M | 0.01% | 761 |
|
|
2014
Q2 | $11.7M | Buy |
379,713
+90,422
| +31% | +$2.8M | 0.01% | 650 |
|
|
2014
Q1 | $8.84M | Buy |
289,291
+85,696
| +42% | +$2.62M | 0.01% | 606 |
|
|
2013
Q4 | $5.86M | Buy |
203,595
+24,047
| +13% | +$692K | 0.01% | 732 |
|
|
2013
Q3 | $4.88M | Buy |
179,548
+135,169
| +305% | +$3.67M | 0.01% | 721 |
|
|
2013
Q2 | $1.22M | Buy |
+44,379
| New | +$1.22M | ﹤0.01% | 1103 |
|