HPIA
Hamilton Point Investment Advisors’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-84,285
| Closed | -$2.75M | – | 70 |
|
|
2019
Q4 | $2.75M | Buy |
84,285
+780
| +0.9% | +$25.4K | 1.05% | 48 |
|
|
2019
Q3 | $2.71M | Buy |
83,505
+3,705
| +5% | +$120K | 1.1% | 46 |
|
|
2019
Q2 | $2.59M | Buy |
79,800
+870
| +1% | +$28.3K | 1.11% | 43 |
|
|
2019
Q1 | $2.31M | Sell |
78,930
-592
| -0.7% | -$17.3K | 1.03% | 45 |
|
|
2018
Q4 | $2.11M | Buy |
79,522
+2,117
| +3% | +$56.2K | 1.07% | 45 |
|
|
2018
Q3 | $1.87M | Buy |
77,405
+490
| +0.6% | +$11.8K | 0.87% | 51 |
|
|
2018
Q2 | $1.79M | Buy |
76,915
+445
| +0.6% | +$10.4K | 0.89% | 52 |
|
|
2018
Q1 | $2.55M | Buy |
76,470
+1,970
| +3% | +$65.8K | 1.3% | 38 |
|
|
2017
Q4 | $2.69M | Buy |
74,500
+3,565
| +5% | +$129K | 1.41% | 35 |
|
|
2017
Q3 | $2.11M | Buy |
70,935
+850
| +1% | +$25.2K | 1.14% | 40 |
|
|
2017
Q2 | $1.98M | Buy |
70,085
+175
| +0.3% | +$4.94K | 1.11% | 39 |
|
|
2017
Q1 | $1.84M | Buy |
+69,910
| New | +$1.84M | 1.05% | 44 |
|