CIBC Private Wealth Group’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
335
| – | – | ﹤0.01% | 2121 |
|
|
2025
Q1 | $12K | Hold |
335
| – | – | ﹤0.01% | 2179 |
|
|
2024
Q4 | $13.2K | Hold |
335
| – | – | ﹤0.01% | 2183 |
|
|
2024
Q3 | $12.3K | Hold |
335
| – | – | ﹤0.01% | 2343 |
|
|
2024
Q2 | $10.8K | Hold |
335
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q1 | $12.1K | Buy |
+335
| New | +$12.1K | ﹤0.01% | 2207 |
|
|
2019
Q3 | – | Sell |
-19,885
| Closed | -$647K | – | 908 |
|
|
2019
Q2 | $647K | Hold |
19,885
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $582K | Sell |
19,885
-100
| -0.5% | -$2.93K | ﹤0.01% | 688 |
|
|
2018
Q4 | $530K | Sell |
19,985
-665
| -3% | -$17.6K | ﹤0.01% | 669 |
|
|
2018
Q3 | $498K | Sell |
20,650
-550
| -3% | -$13.3K | ﹤0.01% | 780 |
|
|
2018
Q2 | $494K | Sell |
21,200
-5
| -0% | -$117 | ﹤0.01% | 780 |
|
|
2018
Q1 | $708K | Sell |
21,205
-44,405
| -68% | -$1.48M | ﹤0.01% | 707 |
|
|
2017
Q4 | $2.37M | Sell |
65,610
-11,280
| -15% | -$407K | 0.01% | 474 |
|
|
2017
Q3 | $2.28M | Sell |
76,890
-985
| -1% | -$29.3K | 0.01% | 462 |
|
|
2017
Q2 | $2.2M | Buy |
77,875
+3,605
| +5% | +$102K | 0.01% | 369 |
|
|
2017
Q1 | $1.96M | Buy |
74,270
+10,795
| +17% | +$284K | 0.01% | 375 |
|
|
2016
Q4 | $1.8M | Buy |
63,475
+5,685
| +10% | +$161K | 0.01% | 380 |
|
|
2016
Q3 | $1.71M | Sell |
57,790
-625
| -1% | -$18.5K | 0.01% | 382 |
|
|
2016
Q2 | $1.68M | Sell |
58,415
-8,975
| -13% | -$258K | 0.01% | 380 |
|
|
2016
Q1 | $1.95M | Sell |
67,390
-5,350
| -7% | -$154K | 0.02% | 358 |
|
|
2015
Q4 | $2.08M | Buy |
72,740
+11,045
| +18% | +$316K | 0.02% | 352 |
|
|
2015
Q3 | $1.78M | Buy |
61,695
+3,113
| +5% | +$90K | 0.01% | 366 |
|
|
2015
Q2 | $1.96M | Buy |
58,582
+77
| +0.1% | +$2.58K | 0.01% | 376 |
|
|
2015
Q1 | $1.98M | Sell |
58,505
-120
| -0.2% | -$4.07K | 0.01% | 376 |
|
|
2014
Q4 | $1.93M | Buy |
58,625
+6,550
| +13% | +$216K | 0.01% | 378 |
|
|
2014
Q3 | $1.53M | Buy |
52,075
+1,125
| +2% | +$33.1K | 0.01% | 397 |
|
|
2014
Q2 | $1.58M | Buy |
50,950
+13,730
| +37% | +$424K | 0.01% | 383 |
|
|
2014
Q1 | $1.15M | Buy |
+37,220
| New | +$1.15M | 0.01% | 417 |
|