TD Private Client Wealth’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 | $224K | Buy |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $102K | Sell |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $98.5K | Buy |
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|
2023
Q4 | $66K | Buy |
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|
2023
Q3 | $34.6K | Hold |
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|
2023
Q2 | $36.6K | Hold |
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|
2023
Q1 | $41K | Sell |
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|
2022
Q4 | $43.7K | Hold |
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|
2022
Q3 | $39.8K | Sell |
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|
2022
Q2 | $41.8K | Sell |
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|
2022
Q1 | $52.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $619 | Buy |
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