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 |
|