JFS Wealth 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 | $3.01K | Sell |
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|
2025
Q1 | $3.63K | Sell |
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|
2024
Q4 | $3.7K | Buy |
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|
2024
Q3 | $3.24K | Buy |
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|
2024
Q2 | $2.5K | Sell |
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|
2024
Q1 | $2.78K | Buy |
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|
2023
Q4 | $2.27K | Sell |
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|
2023
Q3 | $3.32K | Sell |
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|
2023
Q2 | $3.87K | Hold |
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|
2023
Q1 | $4.34K | Sell |
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|
2022
Q4 | $4.1K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $147K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Buy |
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