Burney Company’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 | $5.36M | Buy |
120,879
+1,221
| +1% | +$54.1K | 0.18% | 123 |
|
|
2025
Q1 | $4.88M | Buy |
+119,658
| New | +$4.88M | 0.18% | 123 |
|
|
2014
Q1 | – | Sell |
-14,601
| Closed | -$421K | – | 403 |
|
|
2013
Q4 | $421K | Sell |
14,601
-981
| -6% | -$28.3K | 0.04% | 295 |
|
|
2013
Q3 | $423K | Sell |
15,582
-3,044
| -16% | -$82.6K | 0.05% | 291 |
|
|
2013
Q2 | $511K | Buy |
+18,626
| New | +$511K | 0.06% | 253 |
|