Moran Wealth Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72,427
| Closed | -$2.98M | – | 462 |
|
|
2024
Q4 | $2.98M | Buy |
72,427
+1,870
| +3% | +$76.9K | 0.1% | 227 |
|
|
2024
Q3 | $2.59M | Buy |
70,557
+2,386
| +4% | +$87.7K | 0.08% | 240 |
|
|
2024
Q2 | $2.24M | Buy |
68,171
+1,189
| +2% | +$39.1K | 0.07% | 246 |
|
|
2024
Q1 | $2.42M | Buy |
66,982
+3,537
| +6% | +$128K | 0.08% | 245 |
|
|
2023
Q4 | $2.15M | Buy |
63,445
+2,788
| +5% | +$94.4K | 0.08% | 247 |
|
|
2023
Q3 | $2.05M | Buy |
60,657
+1,590
| +3% | +$53.9K | 0.08% | 213 |
|
|
2023
Q2 | $2.12M | Buy |
59,067
+1,807
| +3% | +$64.8K | 0.08% | 221 |
|
|
2023
Q1 | $2.3M | Buy |
57,260
+10,805
| +23% | +$434K | 0.09% | 211 |
|
|
2022
Q4 | $1.69M | Buy |
+46,455
| New | +$1.69M | 0.06% | 221 |
|