Boxwood Ventures’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 | $515K | Hold |
11,613
| – | – | 0.67% | 24 |
|
|
2025
Q1 | $473K | Sell |
11,613
-1,511
| -12% | -$61.6K | 0.68% | 24 |
|
|
2024
Q4 | $540K | Hold |
13,124
| – | – | 0.72% | 24 |
|
|
2024
Q3 | $483K | Sell |
13,124
-34,142
| -72% | -$1.26M | 0.75% | 23 |
|
|
2024
Q2 | $1.55M | Buy |
47,266
+30,901
| +189% | +$1.02M | 2.5% | 12 |
|
|
2024
Q1 | $591K | Buy |
+16,365
| New | +$591K | 1.04% | 19 |
|