Avitas Wealth Management’s Herc Holdings HRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$825K	Sell	4,357 -113	-3%	-$22.8K	0.11%	142
2024 Q3	$713K	Sell	4,470 -342	-7%	-$48.5K	0.1%	149
2024 Q2	$641K	Sell	4,812 -284	-6%	-$42K	0.09%	154
2024 Q1	$858K	Sell	5,096 -37	-0.7%	-$5.63K	0.13%	148
2023 Q4	$764K	Sell	5,133 -20	-0.4%	-$2.45K	0.13%	143
2023 Q3	$613K	Sell	5,153 -167	-3%	-$21.8K	0.12%	149
2023 Q2	$728K	Sell	5,320 -78	-1%	-$8.63K	0.13%	139
2023 Q1	$615K	Buy	5,398 +514	+11%	+$70.9K	0.12%	145
2022 Q4	$643K	Sell	4,884 -26	-0.5%	-$3.19K	0.14%	130
2022 Q3	$510K	Sell	4,910 -1,538	-24%	-$171K	0.12%	137
2022 Q2	$581K	Sell	6,448 -155	-2%	-$18.6K	0.13%	138
2022 Q1	$1.1M	Sell	6,603 -2,585	-28%	-$409K	0.2%	120
2021 Q4	$1.44M	Sell	9,188 -817	-8%	-$144K	0.24%	109
2021 Q3	$1.64M	Buy	10,005 +1,880	+23%	+$238K	0.3%	111
2021 Q2	$911K	Buy	8,125 +269	+3%	+$28.5K	0.16%	146
2021 Q1	$796K	Buy	+7,856	New	+$635K	0.16%	155