Virtus Investment Advisers’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,064
| Closed | -$249K | – | 547 |
|
|
2024
Q4 | $249K | Hold |
6,064
| – | – | 0.2% | 168 |
|
|
2024
Q3 | $223K | Hold |
6,064
| – | – | 0.18% | 188 |
|
|
2024
Q2 | $199K | Sell |
6,064
-1,485
| -20% | -$48.8K | 0.17% | 181 |
|
|
2024
Q1 | $273K | Hold |
7,549
| – | – | 0.19% | 138 |
|
|
2023
Q4 | $256K | Hold |
7,549
| – | – | 0.19% | 151 |
|
|
2023
Q3 | $256K | Hold |
7,549
| – | – | 0.17% | 145 |
|
|
2023
Q2 | $271K | Hold |
7,549
| – | – | 0.18% | 153 |
|
|
2023
Q1 | $303K | Buy |
7,549
+1,207
| +19% | +$48.4K | 0.21% | 138 |
|
|
2022
Q4 | $230K | Hold |
6,342
| – | – | 0.15% | 176 |
|
|
2022
Q3 | $210K | Buy |
+6,342
| New | +$210K | 0.1% | 195 |
|