Atria Wealth Solutions’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,430
| Closed | -$326K | – | 1659 |
|
|
2025
Q1 | $326K | Buy |
+2,430
| New | +$326K | ﹤0.01% | 1416 |
|
|
2024
Q4 | – | Sell |
-2,030
| Closed | -$324K | – | 2000 |
|
|
2024
Q3 | $324K | Buy |
2,030
+100
| +5% | +$15.9K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $257K | Hold |
1,930
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q1 | $325K | Sell |
1,930
-100
| -5% | -$16.8K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $302K | Hold |
2,030
| – | – | ﹤0.01% | 1483 |
|
|
2023
Q3 | $241K | Hold |
2,030
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q2 | $278K | Hold |
2,030
| – | – | ﹤0.01% | 1492 |
|
|
2023
Q1 | $231K | Buy |
2,030
+400
| +25% | +$45.6K | ﹤0.01% | 1574 |
|
|
2022
Q4 | $214K | Buy |
+1,630
| New | +$214K | ﹤0.01% | 1560 |
|