EverSource Wealth Advisors’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4K | Buy |
1,567
+679
| +76% | +$30.1K | ﹤0.01% | 1400 |
|
|
2025
Q1 | $36.2K | Buy |
888
+324
| +57% | +$13.2K | ﹤0.01% | 1401 |
|
|
2024
Q4 | $23.2K | Buy |
564
+209
| +59% | +$8.59K | ﹤0.01% | 1540 |
|
|
2024
Q3 | $13.1K | Sell |
355
-216
| -38% | -$7.94K | ﹤0.01% | 1721 |
|
|
2024
Q2 | $19.6K | Buy |
571
+422
| +283% | +$14.5K | ﹤0.01% | 1519 |
|
|
2024
Q1 | $4.9K | Buy |
+149
| New | +$4.9K | ﹤0.01% | 2066 |
|
|
2023
Q4 | – | Sell |
-2,164
| Closed | -$73.3K | – | 2679 |
|
|
2023
Q3 | $73.3K | Buy |
2,164
+42
| +2% | +$1.42K | 0.01% | 680 |
|
|
2023
Q2 | $76.1K | Buy |
2,122
+20
| +1% | +$717 | 0.01% | 676 |
|
|
2023
Q1 | $84.4K | Buy |
2,102
+140
| +7% | +$5.62K | 0.01% | 604 |
|
|
2022
Q4 | $71.2K | Buy |
1,962
+1,199
| +157% | +$43.5K | 0.01% | 623 |
|
|
2022
Q3 | $25K | Sell |
763
-1,318
| -63% | -$43.2K | 0.01% | 831 |
|
|
2022
Q2 | $66K | Buy |
+2,081
| New | +$66K | 0.02% | 519 |
|