Janiczek Wealth Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $210K | Sell |
6,399
-405
| -6% | -$13.3K | 0.04% | 176 |
|
|
2024
Q1 | $246K | Buy |
6,804
+2,913
| +75% | +$105K | 0.05% | 161 |
|
|
2023
Q4 | $132K | Buy |
3,891
+176
| +5% | +$5.96K | 0.03% | 234 |
|
|
2023
Q3 | $126K | Buy |
3,715
+477
| +15% | +$16.2K | 0.03% | 212 |
|
|
2023
Q2 | $116K | Buy |
3,238
+259
| +9% | +$9.29K | 0.03% | 195 |
|
|
2023
Q1 | $130K | Buy |
2,979
+19
| +0.6% | +$828 | 0.04% | 174 |
|
|
2022
Q4 | $115K | Sell |
2,960
-386
| -12% | -$15K | 0.03% | 198 |
|
|
2022
Q3 | $108K | Buy |
3,346
+1,107
| +49% | +$35.7K | 0.04% | 181 |
|
|
2022
Q2 | $76K | Buy |
2,239
+176
| +9% | +$5.97K | 0.02% | 240 |
|
|
2022
Q1 | $70K | Sell |
2,063
-806
| -28% | -$27.3K | 0.02% | 256 |
|
|
2021
Q4 | $108K | Buy |
2,869
+1,007
| +54% | +$37.9K | 0.03% | 179 |
|
|
2021
Q3 | $61K | Buy |
1,862
+129
| +7% | +$4.23K | 0.02% | 251 |
|
|
2021
Q2 | $59K | Buy |
1,733
+404
| +30% | +$13.8K | 0.02% | 225 |
|
|
2021
Q1 | $42K | Buy |
1,329
+543
| +69% | +$17.2K | 0.02% | 260 |
|
|
2020
Q4 | $23K | Buy |
786
+590
| +301% | +$17.3K | 0.01% | 324 |
|
|
2020
Q3 | $4K | Buy |
+196
| New | +$4K | ﹤0.01% | 377 |
|