Congress Asset Management’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 | $3.09M | Buy |
69,616
+18,334
| +36% | +$813K | 0.02% | 260 |
|
|
2025
Q1 | $2.09M | Sell |
51,282
-289
| -0.6% | -$11.8K | 0.02% | 271 |
|
|
2024
Q4 | $2.12M | Buy |
51,571
+2,294
| +5% | +$94.3K | 0.01% | 280 |
|
|
2024
Q3 | $1.81M | Sell |
49,277
-449
| -0.9% | -$16.5K | 0.01% | 283 |
|
|
2024
Q2 | $1.63M | Sell |
49,726
-476
| -0.9% | -$15.7K | 0.01% | 286 |
|
|
2024
Q1 | $1.81M | Buy |
50,202
+518
| +1% | +$18.7K | 0.01% | 280 |
|
|
2023
Q4 | $1.68M | Buy |
49,684
+178
| +0.4% | +$6.03K | 0.01% | 299 |
|
|
2023
Q3 | $1.68M | Buy |
49,506
+69
| +0.1% | +$2.34K | 0.01% | 286 |
|
|
2023
Q2 | $1.77M | Buy |
49,437
+644
| +1% | +$23.1K | 0.02% | 289 |
|
|
2023
Q1 | $1.96M | Buy |
48,793
+4,859
| +11% | +$195K | 0.02% | 284 |
|
|
2022
Q4 | $1.6M | Buy |
43,934
+439
| +1% | +$15.9K | 0.02% | 293 |
|
|
2022
Q3 | $1.44M | Buy |
43,495
+459
| +1% | +$15.2K | 0.02% | 288 |
|
|
2022
Q2 | $1.37M | Sell |
43,036
-2,218
| -5% | -$70.5K | 0.01% | 303 |
|
|
2022
Q1 | $1.54M | Buy |
45,254
+3,363
| +8% | +$115K | 0.01% | 301 |
|
|
2021
Q4 | $1.57M | Buy |
41,891
+12
| +0% | +$451 | 0.01% | 301 |
|
|
2021
Q3 | $1.36M | Buy |
41,879
+304
| +0.7% | +$9.88K | 0.01% | 292 |
|
|
2021
Q2 | $1.41M | Buy |
+41,575
| New | +$1.41M | 0.01% | 291 |
|