Wealthcare Advisory Partners’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 | $454K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $377K | Hold |
|
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $377K | Hold |
|
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|
2023
Q4 | $353K | Buy |
|
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $418K | Hold |
|
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $392K | Hold |
|
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $239K | Hold |
|
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|
2020
Q1 | $192K | Hold |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $327K | Hold |
|
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|
2019
Q2 | $328K | Hold |
|
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $243K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $337K | Hold |
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|
2017
Q4 | $364K | Buy |
|