DiNuzzo 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 | $1.02K | Buy |
23
+1
| +5% | +$44 | ﹤0.01% | 850 |
|
|
2025
Q1 | $897 | Buy |
22
+2
| +10% | +$82 | ﹤0.01% | 862 |
|
|
2024
Q4 | $823 | Hold |
20
| – | – | ﹤0.01% | 909 |
|
|
2024
Q3 | $736 | Hold |
20
| – | – | ﹤0.01% | 972 |
|
|
2024
Q2 | $658 | Buy |
20
+1
| +5% | +$33 | ﹤0.01% | 942 |
|
|
2024
Q1 | $687 | Hold |
19
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $644 | Buy |
+19
| New | +$644 | ﹤0.01% | 887 |
|