MBM Wealth Consultants’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 | $406K | Buy |
9,171
+568
| +7% | +$25.2K | 0.11% | 84 |
|
|
2025
Q1 | $351K | Buy |
8,603
+1,124
| +15% | +$45.8K | 0.1% | 89 |
|
|
2024
Q4 | $306K | Buy |
7,479
+474
| +7% | +$19.4K | 0.09% | 87 |
|
|
2024
Q3 | $258K | Buy |
7,005
+83
| +1% | +$3.05K | 0.08% | 96 |
|
|
2024
Q2 | $224K | Buy |
6,922
+113
| +2% | +$3.65K | 0.08% | 99 |
|
|
2024
Q1 | $246K | Sell |
6,809
-142
| -2% | -$5.13K | 0.09% | 93 |
|
|
2023
Q4 | $248K | Buy |
+6,951
| New | +$248K | 0.09% | 92 |
|