WFA of San Diego’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
$19.3K Buy
2024
Q3
$16K Hold
2024
Q2
$14.3K Buy
2023
Q3
$14.7K Hold
2023
Q2
$15.6K Buy
2023
Q1
Sell
2022
Q4
$15.8K Buy
2022
Q3
Sell
2022
Q2
$14K Buy