MWA

MFA Wealth Advisors’s Federated Hermes FHI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy	25,950 +2,400	+10%	+$106K	0.27%	48
2025 Q1	$960K	Hold	23,550	–	–	0.24%	46
2024 Q4	$968K	Hold	23,550	–	–	0.25%	44
2024 Q3	$866K	Hold	23,550	–	–	0.19%	50
2024 Q2	$774K	Buy	23,550 +2,400	+11%	+$78.9K	0.17%	54
2024 Q1	$764K	Hold	21,150	–	–	0.2%	56
2023 Q4	$716K	Hold	21,150	–	–	0.2%	54
2023 Q3	$716K	Hold	21,150	–	–	0.22%	49
2023 Q2	$758K	Buy	21,150 +2,400	+13%	+$86K	0.24%	43
2023 Q1	$753K	Hold	18,750	–	–	0.25%	43
2022 Q4	$681K	Hold	18,750	–	–	0.25%	40
2022 Q3	$621K	Hold	18,750	–	–	0.23%	39
2022 Q2	$596K	Buy	18,750 +2,350	+14%	+$74.7K	0.22%	42
2022 Q1	$559K	Hold	16,400	–	–	0.18%	52
2021 Q4	$616K	Hold	16,400	–	–	0.26%	46
2021 Q3	$533K	Hold	16,400	–	–	0.24%	45
2021 Q2	$556K	Buy	16,400 +2,250	+16%	+$76.3K	0.25%	45
2021 Q1	$443K	Hold	14,150	–	–	0.21%	44
2020 Q4	$409K	Hold	14,150	–	–	0.36%	32
2020 Q3	$304K	Hold	14,150	–	–	0.32%	30
2020 Q2	$335K	Buy	14,150 +2,250	+19%	+$53.3K	0.22%	37
2020 Q1	$227K	Buy	11,900 +1,000	+9%	+$19.1K	0.22%	45
2019 Q4	$355K	Sell	10,900 -1,000	-8%	-$32.6K	0.26%	32
2019 Q3	$386K	Hold	11,900	–	–	0.31%	32
2019 Q2	$387K	Buy	11,900 +2,250	+23%	+$73.2K	0.29%	33
2019 Q1	$283K	Hold	9,650	–	–	0.19%	46
2018 Q4	$256K	Hold	9,650	–	–	0.26%	33
2018 Q3	$244K	Hold	9,650	–	–	0.18%	46
2018 Q2	$221K	Hold	9,650	–	–	0.15%	58
2018 Q1	$245K	Buy	9,650 +2,150	+29%	+$54.6K	0.18%	46
2017 Q4	$261K	Buy	+7,500	New	+$261K	0.18%	53