Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $232K | Sell |
4,088
-2,415
| -37% | -$132K | ﹤0.01% | 1838 |
|
|
2025
Q4 | $339K | Buy |
6,503
+4,915
| +310% | +$250K | ﹤0.01% | 1677 |
|
|
2025
Q3 | $82.5K | Buy |
1,588
+118
| +8% | +$5.98K | ﹤0.01% | 2130 |
|
|
2025
Q2 | $65.2K | Sell |
1,470
-81
| -5% | -$3.33K | ﹤0.01% | 2156 |
|
|
2025
Q1 | $63.2K | Buy |
1,551
+287
| +23% | +$11.2K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $52K | Sell |
1,264
-794
| -39% | -$32.1K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $75.7K | Sell |
2,058
-315
| -13% | -$10.8K | ﹤0.01% | 2016 |
|
|
2024
Q2 | $78K | Sell |
2,373
-32
| -1% | -$1.07K | ﹤0.01% | 1927 |
|
|
2024
Q1 | $86.9K | Buy |
2,405
+449
| +23% | +$15.8K | ﹤0.01% | 1867 |
|
|
2023
Q4 | $66.2K | Sell |
1,956
-16,295
| -89% | -$531K | ﹤0.01% | 1939 |
|
|
2023
Q3 | $618K | Sell |
18,251
-134
| -0.7% | -$4.62K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $659K | Sell |
18,385
-450
| -2% | -$17.4K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $756K | Buy |
18,835
+1,156
| +7% | +$45.4K | ﹤0.01% | 997 |
|
|
2022
Q4 | $642K | Sell |
17,679
-149
| -0.8% | -$5.23K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $590K | Buy |
17,828
+254
| +1% | +$8.67K | ﹤0.01% | 980 |
|
|
2022
Q2 | $558K | Buy |
17,574
+1,066
| +6% | +$33.8K | ﹤0.01% | 1002 |
|
|
2022
Q1 | $562K | Buy |
16,508
+2,277
| +16% | +$77.5K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $535K | Buy |
14,231
+1,384
| +11% | +$48K | ﹤0.01% | 1049 |
|
|
2021
Q3 | $417K | Buy |
12,847
+1,269
| +11% | +$41.4K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $392K | Buy |
11,578
+1,888
| +19% | +$60.1K | ﹤0.01% | 1070 |
|
|
2021
Q1 | $303K | Buy |
9,690
+1,588
| +20% | +$46.6K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $235K | Sell |
8,102
-1,591
| -16% | -$42.3K | ﹤0.01% | 1082 |
|
|
2020
Q3 | $208K | Sell |
9,693
-562
| -5% | -$13.3K | ﹤0.01% | 1014 |
|
|
2020
Q2 | $243K | Buy |
10,255
+2,152
| +27% | +$47.7K | ﹤0.01% | 899 |
|
|
2020
Q1 | $154K | Buy |
8,103
+1,680
| +26% | +$49.9K | ﹤0.01% | 974 |
|
|
2019
Q4 | $209K | Sell |
6,423
-486
| -7% | -$15.9K | ﹤0.01% | 928 |
|
|
2019
Q3 | $224K | Sell |
6,909
-421
| -6% | -$13.8K | ﹤0.01% | 853 |
|
|
2019
Q2 | $238K | Buy |
7,330
+657
| +10% | +$20.7K | ﹤0.01% | 836 |
|
|
2019
Q1 | $196K | Sell |
6,673
-505
| -7% | -$14K | ﹤0.01% | 861 |
|
|
2018
Q4 | $191K | Buy |
7,178
+4,317
| +151% | +$107K | ﹤0.01% | 808 |
|
|
2018
Q3 | $69K | Buy |
2,861
+735
| +35% | +$17.3K | ﹤0.01% | 1173 |
|
|
2018
Q2 | $50K | Buy |
2,126
+34
| +2% | +$909 | ﹤0.01% | 1240 |
|
|
2018
Q1 | $70K | Buy |
2,092
+127
| +6% | +$4.32K | ﹤0.01% | 1070 |
|
|
2017
Q4 | $71K | Sell |
1,965
-258
| -12% | -$8.36K | ﹤0.01% | 1034 |
|
|
2017
Q3 | $66K | Sell |
2,223
-128
| -5% | -$3.6K | ﹤0.01% | 1016 |
|
|
2017
Q2 | $66K | Buy |
2,351
+1,232
| +110% | +$32.9K | ﹤0.01% | 1005 |
|
|
2017
Q1 | $30K | Buy |
1,119
+322
| +40% | +$8.62K | ﹤0.01% | 1186 |
|
|
2016
Q4 | $23K | Buy |
+797
| New | +$22.1K | ﹤0.01% | 1304 |
|
|
2016
Q3 | – | Sell |
-549
| Closed | -$16K | – | 638 |
|
|
2016
Q2 | $16K | Buy |
549
+85
| +18% | +$2.6K | ﹤0.01% | 1230 |
|
|
2016
Q1 | $13K | Buy |
464
+208
| +81% | +$5.47K | ﹤0.01% | 1340 |
|
|
2015
Q4 | $7K | Buy |
256
+36
| +16% | +$1.09K | ﹤0.01% | 1240 |
|
|
2015
Q3 | $6K | Sell |
220
-81
| -27% | -$2.6K | ﹤0.01% | 1200 |
|
|
2015
Q2 | $10K | Buy |
301
+81
| +37% | +$2.79K | ﹤0.01% | 994 |
|
|
2015
Q1 | $7K | Hold |
220
| – | – | ﹤0.01% | 1106 |
|
|
2014
Q4 | $7K | Hold |
220
| – | – | ﹤0.01% | 1182 |
|
|
2014
Q3 | $0 | Buy |
+220
| New | +$6.59K | ﹤0.01% | 1364 |
|
|
2014
Q2 | – | Sell |
-220
| Closed | -$7K | – | 1293 |
|
|
2014
Q1 | $7K | Buy |
+220
| New | +$6.17K | ﹤0.01% | 929 |
|
|
2013
Q4 | – | Sell |
-195
| Closed | -$5K | – | 1433 |
|
|
2013
Q3 | $5K | Sell |
195
-67
| -26% | -$1.91K | ﹤0.01% | 1010 |
|
|
2013
Q2 | $7K | Buy |
+262
| New | +$6.64K | ﹤0.01% | 901 |
|
Other funds holding FHI
VPM
VCM
SDWMA
