WOSD
WFA of San Diego’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Buy |
+435
| New | +$19.3K | 0.01% | 276 |
|
|
2024
Q3 | $16K | Hold |
435
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $14.3K | Buy |
+435
| New | +$14.3K | 0.01% | 263 |
|
|
2023
Q3 | $14.7K | Hold |
435
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $15.6K | Buy |
+435
| New | +$15.6K | 0.02% | 254 |
|
|
2023
Q1 | – | Sell |
-435
| Closed | -$15.8K | – | 180 |
|
|
2022
Q4 | $15.8K | Buy |
+435
| New | +$15.8K | 0.01% | 312 |
|
|
2022
Q3 | – | Sell |
-435
| Closed | -$14K | – | 182 |
|
|
2022
Q2 | $14K | Buy |
+435
| New | +$14K | 0.01% | 250 |
|