Carson Wealth (CWM LLC)’s Hertz HTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
5,003
+244
| +5% | +$1.66K | ﹤0.01% | 3553 |
|
|
2025
Q1 | $19K | Buy |
4,759
+256
| +6% | +$1.02K | ﹤0.01% | 3703 |
|
|
2024
Q4 | $16K | Sell |
4,503
-1,139
| -20% | -$4.05K | ﹤0.01% | 3584 |
|
|
2024
Q3 | $19K | Sell |
5,642
-12,557
| -69% | -$42.3K | ﹤0.01% | 3387 |
|
|
2024
Q2 | $64K | Buy |
18,199
+14,560
| +400% | +$51.2K | ﹤0.01% | 2287 |
|
|
2024
Q1 | $28K | Buy |
3,639
+2,058
| +130% | +$15.8K | ﹤0.01% | 2670 |
|
|
2023
Q4 | $16K | Buy |
1,581
+1,360
| +615% | +$13.8K | ﹤0.01% | 2905 |
|
|
2023
Q3 | $3K | Sell |
221
-213
| -49% | -$2.89K | ﹤0.01% | 3668 |
|
|
2023
Q2 | $8K | Buy |
434
+229
| +112% | +$4.22K | ﹤0.01% | 3199 |
|
|
2023
Q1 | $3K | Buy |
205
+83
| +68% | +$1.22K | ﹤0.01% | 3506 |
|
|
2022
Q4 | $2K | Buy |
122
+32
| +36% | +$525 | ﹤0.01% | 3558 |
|
|
2022
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 3652 |
|
|
2022
Q2 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 3540 |
|
|
2022
Q1 | – | Sell |
-143
| Closed | -$4K | – | 3644 |
|
|
2021
Q4 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 2827 |
|