JFS Wealth Advisors’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 | $3.01K | Sell |
68
-21
| -24% | -$931 | ﹤0.01% | 1268 |
|
|
2025
Q1 | $3.63K | Sell |
89
-1
| -1% | -$41 | ﹤0.01% | 1253 |
|
|
2024
Q4 | $3.7K | Buy |
90
+2
| +2% | +$82 | ﹤0.01% | 1236 |
|
|
2024
Q3 | $3.24K | Buy |
88
+12
| +16% | +$441 | ﹤0.01% | 1285 |
|
|
2024
Q2 | $2.5K | Sell |
76
-1
| -1% | -$33 | ﹤0.01% | 1352 |
|
|
2024
Q1 | $2.78K | Buy |
77
+10
| +15% | +$361 | ﹤0.01% | 1318 |
|
|
2023
Q4 | $2.27K | Sell |
67
-31
| -32% | -$1.05K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $3.32K | Sell |
98
-10
| -9% | -$339 | ﹤0.01% | 1169 |
|
|
2023
Q2 | $3.87K | Hold |
108
| – | – | ﹤0.01% | 1120 |
|
|
2023
Q1 | $4.34K | Sell |
108
-5
| -4% | -$201 | ﹤0.01% | 1054 |
|
|
2022
Q4 | $4.1K | Buy |
113
+6
| +6% | +$218 | ﹤0.01% | 1072 |
|
|
2022
Q3 | $4K | Buy |
107
+66
| +161% | +$2.47K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $1K | Sell |
41
-35
| -46% | -$854 | ﹤0.01% | 1521 |
|
|
2022
Q1 | $3K | Buy |
76
+41
| +117% | +$1.62K | ﹤0.01% | 1239 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1348 |
|
|
2016
Q3 | – | Sell |
-5,100
| Closed | -$147K | – | 495 |
|
|
2016
Q2 | $147K | Buy |
+5,100
| New | +$147K | 0.04% | 182 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$9K | – | 545 |
|
|
2015
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 358 |
|