Creative Planning’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $763K | Sell |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $918K | Buy |
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|
2023
Q2 | $878K | Buy |
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|
2023
Q1 | $980K | Sell |
|
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $990K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $998K | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $826K | Buy |
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|
2020
Q3 | $560K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $28K | Sell |
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|
2017
Q1 | $27K | Sell |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $39K | Buy |
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|
2016
Q2 | $35K | Hold |
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|
2016
Q1 | $35K | Hold |
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|
2015
Q4 | $35K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $78K | Buy |
|
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|
2014
Q4 | $35K | Hold |
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|
2014
Q3 | $31K | Hold |
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|
2014
Q2 | $33K | Hold |
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|
2014
Q1 | $32K | Sell |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $40K | Buy |
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|
2013
Q2 | $10K | Buy |
|