Wealthcare Advisory Partners’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
$454K Hold
10,240
0.01% 670
2025
Q1
$417K Hold
10,240
0.01% 631
2024
Q4
$421K Sell
10,240
-1
-0% -$41 0.01% 615
2024
Q3
$377K Hold
10,241
0.01% 642
2024
Q2
$337K Sell
10,241
-184
-2% -$6.05K 0.01% 642
2024
Q1
$377K Hold
10,425
0.01% 609
2023
Q4
$353K Buy
10,425
+1
+0% +$34 0.01% 565
2023
Q3
$353K Sell
10,424
-1
-0% -$34 0.02% 514
2023
Q2
$374K Buy
10,425
+1
+0% +$36 0.02% 514
2023
Q1
$418K Hold
10,424
0.02% 498
2022
Q4
$378K Hold
10,424
0.02% 479
2022
Q3
$345K Hold
10,424
0.02% 452
2022
Q2
$331K Hold
10,424
0.02% 403
2022
Q1
$355K Hold
10,424
0.02% 374
2021
Q4
$392K Hold
10,424
0.02% 373
2021
Q3
$339K Hold
10,424
0.02% 385
2021
Q2
$353K Hold
10,424
0.02% 385
2021
Q1
$326K Buy
10,424
+347
+3% +$10.9K 0.02% 368
2020
Q4
$291K Hold
10,077
0.03% 327
2020
Q3
$217K Hold
10,077
0.02% 321
2020
Q2
$239K Hold
10,077
0.03% 272
2020
Q1
$192K Hold
10,077
0.03% 265
2019
Q4
$328K Hold
10,077
0.04% 224
2019
Q3
$327K Hold
10,077
0.05% 197
2019
Q2
$328K Hold
10,077
0.05% 194
2019
Q1
$295K Hold
10,077
0.05% 187
2018
Q4
$268K Hold
10,077
0.05% 172
2018
Q3
$243K Hold
10,077
0.04% 197
2018
Q2
$235K Hold
10,077
0.05% 192
2018
Q1
$337K Hold
10,077
0.08% 140
2017
Q4
$364K Buy
+10,077
New +$364K 0.09% 119