Corient Private Wealth’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 | $3.2M | Buy |
72,312
+13,185
| +22% | +$584K | ﹤0.01% | 912 |
|
|
2025
Q1 | $2.41M | Buy |
59,127
+5,235
| +10% | +$213K | ﹤0.01% | 905 |
|
|
2024
Q4 | $2.21M | Buy |
53,892
+13,439
| +33% | +$552K | ﹤0.01% | 962 |
|
|
2024
Q3 | $1.49M | Buy |
40,453
+13,477
| +50% | +$496K | ﹤0.01% | 1208 |
|
|
2024
Q2 | $887K | Buy |
+26,976
| New | +$887K | ﹤0.01% | 1366 |
|