Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.56M | Sell |
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|
2023
Q3 | $107M | Buy |
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|
2023
Q2 | $113M | Sell |
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|
2023
Q1 | $179M | Sell |
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|
2022
Q4 | $164M | Buy |
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|
2022
Q3 | $107M | Sell |
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|
2022
Q2 | $104M | Buy |
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|
2022
Q1 | $111M | Buy |
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|
2021
Q4 | $122M | Sell |
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|
2021
Q3 | $109M | Sell |
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|
2021
Q2 | $117M | Sell |
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|
2021
Q1 | $156M | Sell |
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|
2020
Q4 | $148M | Sell |
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|
2020
Q3 | $127M | Sell |
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|
2020
Q2 | $149M | Sell |
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|
2020
Q1 | $121M | Buy |
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|
2019
Q4 | $206M | Sell |
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|
2019
Q3 | $208M | Buy |
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|
2019
Q2 | $169M | Sell |
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|
2019
Q1 | $157M | Buy |
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|
2018
Q4 | $139M | Buy |
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|
2018
Q3 | $72.5M | Sell |
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|
2018
Q2 | $71M | Buy |
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|
2018
Q1 | $101M | Buy |
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|
2017
Q4 | $102M | Sell |
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|
2017
Q3 | $88.1M | Sell |
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|
2017
Q2 | $84.1M | Sell |
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|
2017
Q1 | $78.4M | Sell |
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|
2016
Q4 | $90M | Sell |
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|
2016
Q3 | $95.6M | Sell |
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|
2016
Q2 | $100M | Hold |
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|
2016
Q1 | $100M | Buy |
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|
2015
Q4 | $43M | Buy |
|