Creative Planning’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 | $946K | Sell |
21,339
-642
| -3% | -$28.5K | ﹤0.01% | 1900 |
|
|
2025
Q1 | $896K | Buy |
21,981
+1,558
| +8% | +$63.5K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $840K | Buy |
20,423
+2,525
| +14% | +$104K | ﹤0.01% | 1777 |
|
|
2024
Q3 | $658K | Sell |
17,898
-5,318
| -23% | -$196K | ﹤0.01% | 1862 |
|
|
2024
Q2 | $763K | Sell |
23,216
-68
| -0.3% | -$2.24K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $841K | Buy |
23,284
+685
| +3% | +$24.7K | ﹤0.01% | 1454 |
|
|
2023
Q4 | $765K | Sell |
22,599
-4,515
| -17% | -$153K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $918K | Buy |
27,114
+2,623
| +11% | +$88.8K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $878K | Buy |
24,491
+66
| +0.3% | +$2.37K | ﹤0.01% | 1196 |
|
|
2023
Q1 | $980K | Sell |
24,425
-8,534
| -26% | -$343K | ﹤0.01% | 1085 |
|
|
2022
Q4 | $1.2M | Sell |
32,959
-1,049
| -3% | -$38.1K | ﹤0.01% | 950 |
|
|
2022
Q3 | $1.13M | Buy |
34,008
+2,858
| +9% | +$94.6K | ﹤0.01% | 915 |
|
|
2022
Q2 | $990K | Buy |
31,150
+82
| +0.3% | +$2.61K | ﹤0.01% | 981 |
|
|
2022
Q1 | $1.06M | Buy |
31,068
+369
| +1% | +$12.6K | ﹤0.01% | 955 |
|
|
2021
Q4 | $1.15M | Hold |
30,699
| – | – | ﹤0.01% | 891 |
|
|
2021
Q3 | $998K | Sell |
30,699
-13,910
| -31% | -$452K | ﹤0.01% | 954 |
|
|
2021
Q2 | $1.51M | Buy |
44,609
+22,728
| +104% | +$771K | ﹤0.01% | 775 |
|
|
2021
Q1 | $685K | Sell |
21,881
-6,703
| -23% | -$210K | ﹤0.01% | 1218 |
|
|
2020
Q4 | $826K | Buy |
28,584
+2,531
| +10% | +$73.1K | ﹤0.01% | 1032 |
|
|
2020
Q3 | $560K | Buy |
+26,053
| New | +$560K | ﹤0.01% | 1065 |
|
|
2020
Q1 | – | Sell |
-7,288
| Closed | -$238K | – | 1800 |
|
|
2019
Q4 | $238K | Buy |
+7,288
| New | +$238K | ﹤0.01% | 1532 |
|
|
2017
Q3 | – | Sell |
-984
| Closed | -$28K | – | 2441 |
|
|
2017
Q2 | $28K | Sell |
984
-57
| -5% | -$1.62K | ﹤0.01% | 2899 |
|
|
2017
Q1 | $27K | Sell |
1,041
-600
| -37% | -$15.6K | ﹤0.01% | 2880 |
|
|
2016
Q4 | $46K | Buy |
1,641
+313
| +24% | +$8.77K | ﹤0.01% | 2430 |
|
|
2016
Q3 | $39K | Buy |
1,328
+116
| +10% | +$3.41K | ﹤0.01% | 2532 |
|
|
2016
Q2 | $35K | Hold |
1,212
| – | – | ﹤0.01% | 2373 |
|
|
2016
Q1 | $35K | Hold |
1,212
| – | – | ﹤0.01% | 2332 |
|
|
2015
Q4 | $35K | Buy |
1,212
+150
| +14% | +$4.33K | ﹤0.01% | 2382 |
|
|
2015
Q3 | $31K | Buy |
+1,062
| New | +$31K | ﹤0.01% | 2383 |
|
|
2015
Q2 | – | Sell |
-2,296
| Closed | -$78K | – | 1664 |
|
|
2015
Q1 | $78K | Buy |
2,296
+1,234
| +116% | +$41.9K | ﹤0.01% | 1704 |
|
|
2014
Q4 | $35K | Hold |
1,062
| – | – | ﹤0.01% | 2212 |
|
|
2014
Q3 | $31K | Hold |
1,062
| – | – | ﹤0.01% | 2200 |
|
|
2014
Q2 | $33K | Hold |
1,062
| – | – | ﹤0.01% | 2132 |
|
|
2014
Q1 | $32K | Sell |
1,062
-115
| -10% | -$3.47K | ﹤0.01% | 2076 |
|
|
2013
Q4 | $34K | Sell |
1,177
-290
| -20% | -$8.38K | ﹤0.01% | 1854 |
|
|
2013
Q3 | $40K | Buy |
1,467
+1,110
| +311% | +$30.3K | ﹤0.01% | 1647 |
|
|
2013
Q2 | $10K | Buy |
+357
| New | +$10K | ﹤0.01% | 2274 |
|