SVWAG
Sound View Wealth Advisors Group’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
6,865
-5,878
| -46% | -$260K | 0.02% | 345 |
|
|
2025
Q1 | $520K | Sell |
12,743
-5,498
| -30% | -$224K | 0.04% | 253 |
|
|
2024
Q4 | $750K | Sell |
18,241
-5,694
| -24% | -$234K | 0.06% | 212 |
|
|
2024
Q3 | $880K | Sell |
23,935
-12,282
| -34% | -$452K | 0.07% | 196 |
|
|
2024
Q2 | $1.19M | Buy |
36,217
+260
| +0.7% | +$8.55K | 0.12% | 148 |
|
|
2024
Q1 | $1.3M | Sell |
35,957
-2,996
| -8% | -$108K | 0.14% | 142 |
|
|
2023
Q4 | $1.32M | Sell |
38,953
-4
| -0% | -$135 | 0.15% | 137 |
|
|
2023
Q3 | $1.32M | Sell |
38,957
-21
| -0.1% | -$711 | 0.16% | 123 |
|
|
2023
Q2 | $1.4M | Hold |
38,978
| – | – | 0.18% | 115 |
|
|
2023
Q1 | $1.56M | Buy |
38,978
+25
| +0.1% | +$1K | 0.21% | 104 |
|
|
2022
Q4 | $1.32M | Buy |
38,953
+351
| +0.9% | +$11.9K | 0.15% | 137 |
|
|
2022
Q3 | $1.28M | Hold |
38,602
| – | – | 0.29% | 89 |
|
|
2022
Q2 | $1.23M | Sell |
38,602
-4,733
| -11% | -$150K | 0.26% | 97 |
|
|
2022
Q1 | $1.48M | Sell |
43,335
-2,550
| -6% | -$86.9K | 0.28% | 88 |
|
|
2021
Q4 | $1.72M | Sell |
45,885
-2,916
| -6% | -$110K | 0.33% | 75 |
|
|
2021
Q3 | $1.59M | Sell |
48,801
-4,722
| -9% | -$153K | 0.33% | 80 |
|
|
2021
Q2 | $1.82M | Buy |
53,523
+20,070
| +60% | +$681K | 0.38% | 68 |
|
|
2021
Q1 | $1.05M | Hold |
33,453
| – | – | 0.24% | 98 |
|
|
2020
Q4 | $966K | Buy |
33,453
+2,325
| +7% | +$67.1K | 0.24% | 99 |
|
|
2020
Q3 | $670K | Buy |
31,128
+18,983
| +156% | +$409K | 0.18% | 122 |
|
|
2020
Q2 | $288K | Buy |
12,145
+503
| +4% | +$11.9K | 0.08% | 193 |
|
|
2020
Q1 | $222K | Buy |
11,642
+1
| +0% | +$19 | 0.08% | 195 |
|
|
2019
Q4 | $379K | Sell |
11,641
-39
| -0.3% | -$1.27K | 0.11% | 165 |
|
|
2019
Q3 | $379K | Hold |
11,680
| – | – | 0.11% | 162 |
|
|
2019
Q2 | $380K | Buy |
+11,680
| New | +$380K | 0.11% | 163 |
|