Taylor Frigon Capital 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 | $1.89M | Sell |
42,657
-1,312
| -3% | -$58.1K | 1.01% | 51 |
|
2025
Q1 | $1.79M | Buy |
43,969
+65
| +0.1% | +$2.65K | 1.07% | 50 |
|
2024
Q4 | $1.8M | Sell |
43,904
-1,267
| -3% | -$52.1K | 0.91% | 50 |
|
2024
Q3 | $1.66M | Sell |
45,171
-1,171
| -3% | -$43.1K | 0.83% | 60 |
|
2024
Q2 | $1.52M | Buy |
46,342
+6,944
| +18% | +$228K | 0.73% | 63 |
|
2024
Q1 | $1.42M | Buy |
39,398
+222
| +0.6% | +$8.02K | 0.68% | 66 |
|
2023
Q4 | $1.33M | Sell |
39,176
-148
| -0.4% | -$5.01K | 0.67% | 70 |
|
2023
Q3 | $1.33M | Buy |
39,324
+944
| +2% | +$32K | 0.74% | 64 |
|
2023
Q2 | $1.38M | Sell |
38,380
-417
| -1% | -$15K | 0.67% | 68 |
|
2023
Q1 | $1.56M | Sell |
38,797
-4,249
| -10% | -$171K | 0.85% | 45 |
|
2022
Q4 | $1.56M | Sell |
43,046
-1,355
| -3% | -$49.2K | 0.89% | 41 |
|
2022
Q3 | $1.47M | Sell |
44,401
-147
| -0.3% | -$4.87K | 0.77% | 51 |
|
2022
Q2 | $1.42M | Sell |
44,548
-19
| -0% | -$604 | 0.74% | 55 |
|
2022
Q1 | $1.52M | Sell |
44,567
-712
| -2% | -$24.3K | 0.56% | 68 |
|
2021
Q4 | $1.7M | Buy |
45,279
+564
| +1% | +$21.2K | 0.53% | 65 |
|
2021
Q3 | $1.45M | Buy |
44,715
+1,512
| +3% | +$49.1K | 0.47% | 66 |
|
2021
Q2 | $1.47M | Buy |
43,203
+2,790
| +7% | +$94.6K | 0.46% | 58 |
|
2021
Q1 | $1.27M | Buy |
40,413
+673
| +2% | +$21.1K | 0.39% | 62 |
|
2020
Q4 | $1.15M | Sell |
39,740
-339
| -0.8% | -$9.79K | 0.38% | 67 |
|
2020
Q3 | $862K | Buy |
+40,079
| New | +$862K | 0.38% | 81 |
|