Meritage Portfolio Management’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
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $936K | Buy |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $337K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $2.59M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.88M | Sell |
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|
2017
Q3 | $4.94M | Sell |
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|
2017
Q2 | $4.83M | Sell |
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|
2017
Q1 | $4.57M | Sell |
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|
2016
Q4 | $5.18M | Buy |
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