Congress Wealth 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	$882K	Buy	19,912 +12,744	+178%	+$565K	0.01%	740
2025 Q1	$292K	Buy	7,168 +261	+4%	+$10.6K	﹤0.01%	944
2024 Q4	$284K	Sell	6,907 -12,382	-64%	-$509K	﹤0.01%	776
2024 Q3	$709K	Buy	19,289 +6,907	+56%	+$254K	0.01%	578
2024 Q2	$407K	Buy	+12,382	New	+$407K	0.01%	562