TD Private Client Wealth’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 | $224K | Buy |
5,064
+1,730
| +52% | +$76.7K | 0.01% | 604 |
|
|
2025
Q1 | $136K | Buy |
3,334
+562
| +20% | +$22.9K | ﹤0.01% | 667 |
|
|
2024
Q4 | $114K | Hold |
2,772
| – | – | ﹤0.01% | 696 |
|
|
2024
Q3 | $102K | Sell |
2,772
-331
| -11% | -$12.2K | ﹤0.01% | 711 |
|
|
2024
Q2 | $102K | Buy |
3,103
+375
| +14% | +$12.3K | ﹤0.01% | 690 |
|
|
2024
Q1 | $98.5K | Buy |
2,728
+780
| +40% | +$28.2K | ﹤0.01% | 695 |
|
|
2023
Q4 | $66K | Buy |
1,948
+926
| +91% | +$31.4K | ﹤0.01% | 773 |
|
|
2023
Q3 | $34.6K | Hold |
1,022
| – | – | ﹤0.01% | 835 |
|
|
2023
Q2 | $36.6K | Hold |
1,022
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $41K | Sell |
1,022
-181
| -15% | -$7.27K | ﹤0.01% | 813 |
|
|
2022
Q4 | $43.7K | Hold |
1,203
| – | – | ﹤0.01% | 770 |
|
|
2022
Q3 | $39.8K | Sell |
1,203
-113
| -9% | -$3.74K | ﹤0.01% | 769 |
|
|
2022
Q2 | $41.8K | Sell |
1,316
-228
| -15% | -$7.25K | ﹤0.01% | 766 |
|
|
2022
Q1 | $52.6K | Buy |
+1,544
| New | +$52.6K | ﹤0.01% | 758 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$619 | – | 1096 |
|
|
2019
Q4 | $619 | Buy |
+19
| New | +$619 | ﹤0.01% | 976 |
|