Bell Investment Advisors’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 | $8.29K | Buy |
187
+43
| +30% | +$1.91K | ﹤0.01% | 756 |
|
|
2025
Q1 | $5.87K | Hold |
144
| – | – | ﹤0.01% | 837 |
|
|
2024
Q4 | $5.92K | Buy |
144
+32
| +29% | +$1.32K | ﹤0.01% | 853 |
|
|
2024
Q3 | $4.12K | Sell |
112
-91
| -45% | -$3.35K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $6.68K | Buy |
203
+132
| +186% | +$4.34K | ﹤0.01% | 785 |
|
|
2024
Q1 | $2.57K | Buy |
71
+15
| +27% | +$542 | ﹤0.01% | 1235 |
|
|
2023
Q4 | $1.9K | Sell |
56
-2
| -3% | -$68 | ﹤0.01% | 1347 |
|
|
2023
Q3 | $1.97K | Sell |
58
-16
| -22% | -$542 | ﹤0.01% | 1273 |
|
|
2023
Q2 | $2.65K | Buy |
74
+32
| +76% | +$1.15K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $1.69K | Buy |
42
+13
| +45% | +$522 | ﹤0.01% | 1346 |
|
|
2022
Q4 | $1.05K | Sell |
29
-1
| -3% | -$36 | ﹤0.01% | 1558 |
|
|
2022
Q3 | $1K | Buy |
30
+15
| +100% | +$500 | ﹤0.01% | 1402 |
|
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1759 |
|
|
2021
Q4 | $2K | Buy |
46
+15
| +48% | +$652 | ﹤0.01% | 1136 |
|
|
2021
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1376 |
|