Zurich Cantonal Bank’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 | $918K | Buy |
20,712
+15
| +0.1% | +$665 | ﹤0.01% | 1279 |
|
2025
Q1 | $844K | Buy |
20,697
+31
| +0.2% | +$1.26K | ﹤0.01% | 1269 |
|
2024
Q4 | $850K | Buy |
20,666
+4,028
| +24% | +$166K | ﹤0.01% | 1289 |
|
2024
Q3 | $612K | Buy |
16,638
+340
| +2% | +$12.5K | ﹤0.01% | 1431 |
|
2024
Q2 | $536K | Hold |
16,298
| – | – | ﹤0.01% | 1445 |
|
2024
Q1 | $589K | Sell |
16,298
-2,976
| -15% | -$107K | ﹤0.01% | 1363 |
|
2023
Q4 | $653K | Buy |
19,274
+6,521
| +51% | +$221K | ﹤0.01% | 1337 |
|
2023
Q3 | $432K | Buy |
12,753
+1,886
| +17% | +$63.9K | ﹤0.01% | 1488 |
|
2023
Q2 | $390K | Buy |
10,867
+842
| +8% | +$30.2K | ﹤0.01% | 1505 |
|
2023
Q1 | $402K | Sell |
10,025
-850
| -8% | -$34.1K | ﹤0.01% | 1421 |
|
2022
Q4 | $395K | Sell |
10,875
-1,981
| -15% | -$71.9K | ﹤0.01% | 1396 |
|
2022
Q3 | $426K | Hold |
12,856
| – | – | ﹤0.01% | 1287 |
|
2022
Q2 | $409K | Hold |
12,856
| – | – | ﹤0.01% | 1353 |
|
2022
Q1 | $438K | Buy |
12,856
+1,501
| +13% | +$51.1K | ﹤0.01% | 1408 |
|
2021
Q4 | $427K | Buy |
11,355
+1,263
| +13% | +$47.5K | ﹤0.01% | 1568 |
|
2021
Q3 | $328K | Hold |
10,092
| – | – | ﹤0.01% | 1574 |
|
2021
Q2 | $342K | Sell |
10,092
-1,091
| -10% | -$37K | ﹤0.01% | 1464 |
|
2021
Q1 | $350K | Sell |
11,183
-1,218
| -10% | -$38.1K | ﹤0.01% | 1441 |
|
2020
Q4 | $358K | Hold |
12,401
| – | – | ﹤0.01% | 1476 |
|
2020
Q3 | $267K | Hold |
12,401
| – | – | ﹤0.01% | 1400 |
|
2020
Q2 | $294K | Buy |
12,401
+4,892
| +65% | +$116K | ﹤0.01% | 1286 |
|
2020
Q1 | $143K | Sell |
7,509
-7,516
| -50% | -$143K | ﹤0.01% | 1387 |
|
2019
Q4 | $490K | Buy |
15,025
+534
| +4% | +$17.4K | ﹤0.01% | 934 |
|
2019
Q3 | $470K | Hold |
14,491
| – | – | ﹤0.01% | 921 |
|
2019
Q2 | $471K | Buy |
14,491
+8,956
| +162% | +$291K | ﹤0.01% | 925 |
|
2019
Q1 | $162K | Sell |
5,535
-1,326
| -19% | -$38.8K | ﹤0.01% | 1292 |
|
2018
Q4 | $182K | Hold |
6,861
| – | – | ﹤0.01% | 1253 |
|
2018
Q3 | $165K | Buy |
6,861
+836
| +14% | +$20.1K | ﹤0.01% | 1423 |
|
2018
Q2 | $141K | Hold |
6,025
| – | – | ﹤0.01% | 1461 |
|
2018
Q1 | $201K | Hold |
6,025
| – | – | ﹤0.01% | 1195 |
|
2017
Q4 | $217K | Buy |
6,025
+1,541
| +34% | +$55.5K | ﹤0.01% | 1140 |
|
2017
Q3 | $133K | Hold |
4,484
| – | – | ﹤0.01% | 1229 |
|
2017
Q2 | $127K | Buy |
4,484
+358
| +9% | +$10.1K | ﹤0.01% | 1216 |
|
2017
Q1 | $109K | Buy |
4,126
+1,559
| +61% | +$41.2K | ﹤0.01% | 1288 |
|
2016
Q4 | $73K | Hold |
2,567
| – | – | ﹤0.01% | 1485 |
|
2016
Q3 | $76K | Buy |
2,567
+378
| +17% | +$11.2K | ﹤0.01% | 1421 |
|
2016
Q2 | $63K | Hold |
2,189
| – | – | ﹤0.01% | 1389 |
|
2016
Q1 | $63K | Sell |
2,189
-8,076
| -79% | -$232K | ﹤0.01% | 1341 |
|
2015
Q4 | $294K | Buy |
10,265
+1,380
| +16% | +$39.5K | ﹤0.01% | 902 |
|
2015
Q3 | $257K | Sell |
8,885
-43,165
| -83% | -$1.25M | ﹤0.01% | 914 |
|
2015
Q2 | $1.74M | Buy |
52,050
+51,735
| +16,424% | +$1.73M | 0.02% | 570 |
|
2015
Q1 | $11K | Buy |
+315
| New | +$11K | ﹤0.01% | 1312 |
|