Pathstone Family Office’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$250K Buy
2023
Q2
Sell
2023
Q1
$203K Sell
2022
Q4
$1.19M Sell
2022
Q3
$533K Buy
2022
Q1
Sell
2021
Q4
$211K Buy
2021
Q1
Sell
2020
Q4
$0 Hold
2020
Q3
$0 Sell
2020
Q2
$0 Buy