Xponance’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $204K | Buy |
+3,605
| New | +$197K | ﹤0.01% | 1469 |
|
|
2025
Q4 | – | Sell |
-4,644
| Closed | -$241K | – | 1582 |
|
|
2025
Q3 | $241K | Sell |
4,644
-181
| -4% | -$9.18K | ﹤0.01% | 1264 |
|
|
2025
Q2 | $214K | Sell |
4,825
-462
| -9% | -$19K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $216K | Sell |
5,287
-170
| -3% | -$6.63K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $224K | Sell |
5,457
-21
| -0.4% | -$848 | ﹤0.01% | 1253 |
|
|
2024
Q3 | $201K | Buy |
+5,478
| New | +$188K | ﹤0.01% | 1260 |
|
|
2024
Q2 | – | Sell |
-6,757
| Closed | -$244K | – | 1334 |
|
|
2024
Q1 | $244K | Sell |
6,757
-574
| -8% | -$20.2K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $248K | Sell |
7,331
-102
| -1% | -$3.32K | ﹤0.01% | 1105 |
|
|
2023
Q3 | $252K | Buy |
7,433
+21
| +0.3% | +$723 | ﹤0.01% | 1069 |
|
|
2023
Q2 | $266K | Sell |
7,412
-5,841
| -44% | -$226K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $532K | Buy |
13,253
+15
| +0.1% | +$589 | 0.01% | 900 |
|
|
2022
Q4 | $481K | Buy |
13,238
+20
| +0.2% | +$702 | 0.01% | 909 |
|
|
2022
Q3 | $438K | Sell |
13,218
-810
| -6% | -$27.6K | 0.01% | 888 |
|
|
2022
Q2 | $446K | Sell |
14,028
-5
| -0% | -$158 | 0.01% | 898 |
|
|
2022
Q1 | $478K | Sell |
14,033
-139
| -1% | -$4.73K | 0.01% | 909 |
|
|
2021
Q4 | $533K | Sell |
14,172
-320
| -2% | -$11.1K | 0.01% | 876 |
|
|
2021
Q3 | $471K | Sell |
14,492
-368
| -2% | -$12K | 0.01% | 916 |
|
|
2021
Q2 | $504K | Buy |
14,860
+4,463
| +43% | +$142K | 0.01% | 920 |
|
|
2021
Q1 | $325K | Sell |
10,397
-2,178
| -17% | -$64K | 0.01% | 939 |
|
|
2020
Q4 | $363K | Sell |
12,575
-217
| -2% | -$5.78K | 0.01% | 885 |
|
|
2020
Q3 | $275K | Sell |
12,792
-321
| -2% | -$7.61K | 0.01% | 891 |
|
|
2020
Q2 | $311K | Buy |
+13,113
| New | +$290K | 0.01% | 818 |
|
Other funds holding FHI
VPM
VCM
SDWMA
