Hazlett, Burt & Watson’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 | $27K | Hold |
615
| – | – | 0.01% | 456 |
|
2025
Q1 | $25K | Hold |
615
| – | – | 0.01% | 462 |
|
2024
Q4 | $25K | Hold |
615
| – | – | 0.01% | 439 |
|
2024
Q3 | $23K | Hold |
615
| – | – | 0.01% | 446 |
|
2024
Q2 | $20K | Hold |
615
| – | – | 0.01% | 448 |
|
2024
Q1 | $22K | Hold |
615
| – | – | 0.01% | 418 |
|
2023
Q4 | $21K | Hold |
615
| – | – | 0.01% | 412 |
|
2023
Q3 | $21K | Hold |
615
| – | – | 0.02% | 403 |
|
2023
Q2 | $22K | Hold |
615
| – | – | 0.02% | 402 |
|
2023
Q1 | $25K | Buy |
+615
| New | +$25K | 0.02% | 359 |
|