Carson Wealth (CWM LLC)’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
4,650
+1,129
| +32% | +$50K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $144K | Buy |
3,521
+612
| +21% | +$25K | ﹤0.01% | 2130 |
|
|
2024
Q4 | $120K | Buy |
2,909
+386
| +15% | +$15.9K | ﹤0.01% | 2162 |
|
|
2024
Q3 | $93K | Buy |
2,523
+1,079
| +75% | +$39.8K | ﹤0.01% | 2241 |
|
|
2024
Q2 | $47K | Buy |
1,444
+1,311
| +986% | +$42.7K | ﹤0.01% | 2504 |
|
|
2024
Q1 | $5K | Buy |
133
+46
| +53% | +$1.73K | ﹤0.01% | 3650 |
|
|
2023
Q4 | $3K | Sell |
87
-48
| -36% | -$1.66K | ﹤0.01% | 3687 |
|
|
2023
Q3 | $5K | Sell |
135
-100
| -43% | -$3.7K | ﹤0.01% | 3444 |
|
|
2023
Q2 | $8K | Hold |
235
| – | – | ﹤0.01% | 3194 |
|
|
2023
Q1 | $9K | Hold |
235
| – | – | ﹤0.01% | 3001 |
|
|
2022
Q4 | $9K | Buy |
235
+72
| +44% | +$2.76K | ﹤0.01% | 2843 |
|
|
2022
Q3 | $5K | Buy |
163
+150
| +1,154% | +$4.6K | ﹤0.01% | 3057 |
|
|
2022
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3861 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$8K | – | 3612 |
|
|
2021
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2469 |
|
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2021
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2019
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2019
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2232 |
|
|
2018
Q3 | – | Sell |
-41
| Closed | -$1K | – | 1883 |
|
|
2018
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1510 |
|