Pathstone Holdings’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
6,591
+110
| +2% | +$4.88K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $264K | Sell |
6,481
-2,640
| -29% | -$108K | ﹤0.01% | 1956 |
|
|
2024
Q4 | $375K | Buy |
9,121
+344
| +4% | +$14.1K | ﹤0.01% | 1859 |
|
|
2024
Q3 | $323K | Buy |
8,777
+594
| +7% | +$21.8K | ﹤0.01% | 1935 |
|
|
2024
Q2 | $269K | Buy |
8,183
+796
| +11% | +$26.2K | ﹤0.01% | 1990 |
|
|
2024
Q1 | $267K | Sell |
7,387
-1,283
| -15% | -$46.3K | ﹤0.01% | 2004 |
|
|
2023
Q4 | $294K | Buy |
+8,670
| New | +$294K | ﹤0.01% | 1840 |
|