Sound View Wealth Advisors Group’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 | $304K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $880K | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.4M | Hold |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $966K | Buy |
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|
2020
Q3 | $670K | Buy |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $379K | Sell |
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|
2019
Q3 | $379K | Hold |
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|
2019
Q2 | $380K | Buy |
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