Fortis Advisors’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 | $783K | Hold |
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|
2025
Q1 | $721K | Hold |
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|
2024
Q4 | $727K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.74M | Hold |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $2.38M | Hold |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.77M | Hold |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $41K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $63.2M | Hold |
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|
2019
Q2 | $62.6M | Sell |
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|
2019
Q1 | $57.6M | Hold |
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|
2018
Q4 | $52.2M | Sell |
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|
2018
Q3 | $47.5M | Buy |
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|
2018
Q2 | $45.8M | Buy |
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|
2018
Q1 | $60.6M | Sell |
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|
2017
Q4 | $75.8M | Sell |
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|
2017
Q3 | $63.9M | Sell |
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|
2017
Q2 | $61M | Buy |
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|
2017
Q1 | $55.3M | Buy |
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|
2016
Q4 | $59.4M | Buy |
|