Global Retirement Partners’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 | $104K | Buy |
+2,347
| New | +$104K | ﹤0.01% | 1416 |
|
|
2024
Q3 | – | Sell |
-606
| Closed | -$19.9K | – | 3548 |
|
|
2024
Q2 | $19.9K | Sell |
606
-35
| -5% | -$1.15K | ﹤0.01% | 1982 |
|
|
2024
Q1 | $23.2K | Buy |
641
+29
| +5% | +$1.05K | ﹤0.01% | 1744 |
|
|
2023
Q4 | $21.5K | Buy |
612
+79
| +15% | +$2.78K | ﹤0.01% | 1725 |
|
|
2023
Q3 | $17.6K | Sell |
533
-214
| -29% | -$7.06K | ﹤0.01% | 1701 |
|
|
2023
Q2 | $26.8K | Sell |
747
-20
| -3% | -$717 | ﹤0.01% | 1548 |
|
|
2023
Q1 | $31K | Buy |
767
+354
| +86% | +$14.3K | ﹤0.01% | 1447 |
|
|
2022
Q4 | $15K | Hold |
413
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q3 | $14K | Hold |
413
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q2 | $13K | Sell |
413
-37
| -8% | -$1.17K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $15K | Buy |
+450
| New | +$15K | ﹤0.01% | 1458 |
|
|
2021
Q4 | – | Sell |
-406
| Closed | -$13K | – | 750 |
|
|
2021
Q3 | $13K | Buy |
406
+3
| +0.7% | +$96 | ﹤0.01% | 1334 |
|
|
2021
Q2 | $14K | Buy |
403
+3
| +0.8% | +$104 | ﹤0.01% | 1292 |
|
|
2021
Q1 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 1217 |
|