Ritholtz 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
Q2 | $2.49M | Buy |
56,209
+24,750
| +79% | +$1.1M | 0.06% | 237 |
|
|
2025
Q1 | $1.28M | Buy |
+31,459
| New | +$1.28M | 0.04% | 343 |
|
|
2024
Q1 | – | Sell |
-15,249
| Closed | -$516K | – | 802 |
|
|
2023
Q4 | $516K | Sell |
15,249
-5,712
| -27% | -$193K | 0.02% | 485 |
|
|
2023
Q3 | $710K | Sell |
20,961
-926
| -4% | -$31.4K | 0.03% | 371 |
|
|
2023
Q2 | $785K | Sell |
21,887
-15,602
| -42% | -$559K | 0.04% | 336 |
|
|
2023
Q1 | $1.5M | Buy |
37,489
+27,130
| +262% | +$1.09M | 0.08% | 171 |
|
|
2022
Q4 | $376K | Buy |
+10,359
| New | +$376K | 0.02% | 417 |
|