Parallel Advisors’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 | $856K | Buy |
15,090
+2,033
| +16% | +$111K | 0.02% | 530 |
|
|
2025
Q4 | $680K | Buy |
13,057
+1,849
| +16% | +$93.9K | 0.01% | 576 |
|
|
2025
Q3 | $582K | Buy |
11,208
+644
| +6% | +$32.7K | 0.01% | 605 |
|
|
2025
Q2 | $468K | Buy |
10,564
+2,477
| +31% | +$102K | 0.01% | 656 |
|
|
2025
Q1 | $330K | Buy |
8,087
+2,240
| +38% | +$87.4K | 0.01% | 740 |
|
|
2024
Q4 | $240K | Buy |
5,847
+1,226
| +27% | +$49.5K | 0.01% | 857 |
|
|
2024
Q3 | $170K | Buy |
4,621
+435
| +10% | +$14.9K | ﹤0.01% | 998 |
|
|
2024
Q2 | $138K | Buy |
4,186
+1,532
| +58% | +$51.4K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $95.9K | Buy |
2,654
+467
| +21% | +$16.4K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $74.1K | Buy |
2,187
+414
| +23% | +$13.5K | ﹤0.01% | 1248 |
|
|
2023
Q3 | $60.1K | Buy |
1,773
+1,458
| +463% | +$50.2K | ﹤0.01% | 1302 |
|
|
2023
Q2 | $11.3K | Sell |
315
-1,304
| -81% | -$50.4K | ﹤0.01% | 2117 |
|
|
2023
Q1 | $65K | Buy |
1,619
+1,292
| +395% | +$50.7K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $11.9K | Sell |
327
-341
| -51% | -$12K | ﹤0.01% | 1962 |
|
|
2022
Q3 | $22K | Buy |
668
+194
| +41% | +$6.62K | ﹤0.01% | 1639 |
|
|
2022
Q2 | $15K | Buy |
474
+50
| +12% | +$1.58K | ﹤0.01% | 1803 |
|
|
2022
Q1 | $15K | Buy |
424
+111
| +35% | +$3.78K | ﹤0.01% | 1840 |
|
|
2021
Q4 | $12K | Buy |
313
+31
| +11% | +$1.07K | ﹤0.01% | 2020 |
|
|
2021
Q3 | $9K | Sell |
282
-83
| -23% | -$2.71K | ﹤0.01% | 2119 |
|
|
2021
Q2 | $12K | Buy |
365
+50
| +16% | +$1.59K | ﹤0.01% | 1927 |
|
|
2021
Q1 | $10K | Hold |
315
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q4 | $9K | Buy |
315
+111
| +54% | +$2.96K | ﹤0.01% | 1821 |
|
|
2020
Q3 | $4K | Buy |
204
+104
| +104% | +$2.47K | ﹤0.01% | 2090 |
|
|
2020
Q2 | $2K | Sell |
100
-961
| -91% | -$21.3K | ﹤0.01% | 2187 |
|
|
2020
Q1 | $20K | Sell |
1,061
-1,431
| -57% | -$42.5K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $81K | Buy |
2,492
+19
| +0.8% | +$620 | 0.01% | 866 |
|
|
2019
Q3 | $80K | Sell |
2,473
-195
| -7% | -$6.41K | 0.01% | 796 |
|
|
2019
Q2 | $87K | Sell |
2,668
-83
| -3% | -$2.62K | 0.01% | 700 |
|
|
2019
Q1 | $81K | Buy |
2,751
+910
| +49% | +$25.3K | 0.01% | 676 |
|
|
2018
Q4 | $48K | Buy |
1,841
+1,588
| +628% | +$39.4K | 0.01% | 764 |
|
|
2018
Q3 | $6K | Buy |
+253
| New | +$5.95K | ﹤0.01% | 1643 |
|
|
2018
Q2 | – | Sell |
-406
| Closed | -$14K | – | 2125 |
|
|
2018
Q1 | $14K | Hold |
406
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q4 | $15K | Hold |
406
| – | – | ﹤0.01% | 1122 |
|
|
2017
Q3 | $12K | Buy |
406
+196
| +93% | +$5.51K | ﹤0.01% | 1208 |
|
|
2017
Q2 | $6K | Buy |
+210
| New | +$5.61K | ﹤0.01% | 1503 |
|
Other funds holding FHI
VPM
VCM
SDWMA
