Envestnet Asset 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 | $1.25M | Buy |
28,304
+6,247
| +28% | +$277K | ﹤0.01% | 3138 |
|
|
2025
Q1 | $899K | Buy |
22,057
+837
| +4% | +$34.1K | ﹤0.01% | 3275 |
|
|
2024
Q4 | $872K | Buy |
21,220
+2,833
| +15% | +$116K | ﹤0.01% | 3256 |
|
|
2024
Q3 | $676K | Buy |
18,387
+2,421
| +15% | +$89K | ﹤0.01% | 3357 |
|
|
2024
Q2 | $525K | Sell |
15,966
-864
| -5% | -$28.4K | ﹤0.01% | 3431 |
|
|
2024
Q1 | $608K | Sell |
16,830
-5,947
| -26% | -$215K | ﹤0.01% | 3319 |
|
|
2023
Q4 | $771K | Buy |
22,777
+2,523
| +12% | +$85.4K | ﹤0.01% | 3092 |
|
|
2023
Q3 | $686K | Buy |
20,254
+5,354
| +36% | +$181K | ﹤0.01% | 3068 |
|
|
2023
Q2 | $534K | Buy |
14,900
+1,950
| +15% | +$69.9K | ﹤0.01% | 3165 |
|
|
2023
Q1 | $520K | Sell |
12,950
-6,110
| -32% | -$245K | ﹤0.01% | 3115 |
|
|
2022
Q4 | $692K | Buy |
19,060
+7,687
| +68% | +$279K | ﹤0.01% | 2901 |
|
|
2022
Q3 | $377K | Sell |
11,373
-185
| -2% | -$6.13K | ﹤0.01% | 3216 |
|
|
2022
Q2 | $367K | Sell |
11,558
-85
| -0.7% | -$2.7K | ﹤0.01% | 3242 |
|
|
2022
Q1 | $397K | Buy |
11,643
+1,100
| +10% | +$37.5K | ﹤0.01% | 3265 |
|
|
2021
Q4 | $396K | Sell |
10,543
-1,600
| -13% | -$60.1K | ﹤0.01% | 3224 |
|
|
2021
Q3 | $395K | Buy |
12,143
+73
| +0.6% | +$2.38K | ﹤0.01% | 3119 |
|
|
2021
Q2 | $409K | Sell |
12,070
-29,648
| -71% | -$1M | ﹤0.01% | 3103 |
|
|
2021
Q1 | $1.31M | Buy |
41,718
+2,972
| +8% | +$93K | ﹤0.01% | 2211 |
|
|
2020
Q4 | $1.12M | Buy |
38,746
+2,337
| +6% | +$67.5K | ﹤0.01% | 2139 |
|
|
2020
Q3 | $783K | Sell |
36,409
-8,824
| -20% | -$190K | ﹤0.01% | 2172 |
|
|
2020
Q2 | $1.07M | Buy |
45,233
+2,064
| +5% | +$48.9K | ﹤0.01% | 1923 |
|
|
2020
Q1 | $822K | Buy |
43,169
+26,211
| +155% | +$499K | ﹤0.01% | 1934 |
|
|
2019
Q4 | $553K | Sell |
16,958
-3,107
| -15% | -$101K | ﹤0.01% | 2398 |
|
|
2019
Q3 | $650K | Sell |
20,065
-1,265
| -6% | -$41K | ﹤0.01% | 2214 |
|
|
2019
Q2 | $693K | Sell |
21,330
-26,594
| -55% | -$864K | ﹤0.01% | 2183 |
|
|
2019
Q1 | $1.41M | Buy |
47,924
+1,937
| +4% | +$56.8K | ﹤0.01% | 1674 |
|
|
2018
Q4 | $1.22M | Buy |
+45,987
| New | +$1.22M | ﹤0.01% | 1612 |
|
|
2018
Q3 | – | Sell |
-18,919
| Closed | -$441K | – | 1704 |
|
|
2018
Q2 | $441K | Buy |
18,919
+70
| +0.4% | +$1.63K | ﹤0.01% | 1369 |
|
|
2018
Q1 | $627K | Sell |
18,849
-593
| -3% | -$19.7K | ﹤0.01% | 1116 |
|
|
2017
Q4 | $701K | Buy |
19,442
+801
| +4% | +$28.9K | ﹤0.01% | 1347 |
|
|
2017
Q3 | $552K | Sell |
18,641
-7,427
| -28% | -$220K | ﹤0.01% | 1415 |
|
|
2017
Q2 | $734K | Buy |
26,068
+8,698
| +50% | +$245K | ﹤0.01% | 1316 |
|
|
2017
Q1 | $457K | Sell |
17,370
-1,693
| -9% | -$44.5K | ﹤0.01% | 1566 |
|
|
2016
Q4 | $538K | Buy |
19,063
+1,285
| +7% | +$36.3K | ﹤0.01% | 1466 |
|
|
2016
Q3 | $527K | Sell |
17,778
-5,001
| -22% | -$148K | ﹤0.01% | 1542 |
|
|
2016
Q2 | $656K | Buy |
22,779
+84
| +0.4% | +$2.42K | ﹤0.01% | 1522 |
|
|
2016
Q1 | $655K | Buy |
22,695
+3,618
| +19% | +$104K | ﹤0.01% | 1516 |
|
|
2015
Q4 | $547K | Buy |
19,077
+1,913
| +11% | +$54.9K | ﹤0.01% | 1557 |
|
|
2015
Q3 | $496K | Buy |
+17,164
| New | +$496K | ﹤0.01% | 1604 |
|
|
2015
Q1 | – | Sell |
-46
| Closed | -$2K | – | 2160 |
|
|
2014
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 2319 |
|
|
2014
Q3 | $1K | Buy |
46
+36
| +360% | +$783 | ﹤0.01% | 2606 |
|
|
2014
Q2 | $0 | Sell |
10
-78
| -89% | – | ﹤0.01% | 2735 |
|
|
2014
Q1 | $3K | Buy |
88
+78
| +780% | +$2.66K | ﹤0.01% | 2205 |
|
|
2013
Q4 | $0 | Sell |
10
-28
| -74% | – | ﹤0.01% | 2481 |
|
|
2013
Q3 | $1K | Sell |
38
-47
| -55% | -$1.24K | ﹤0.01% | 2268 |
|
|
2013
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 2082 |
|