Creative Planning’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 | $1,000K | Sell |
7,591
-310
| -4% | -$40.8K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $1.06M | Sell |
7,901
-5,012
| -39% | -$673K | ﹤0.01% | 1665 |
|
|
2024
Q4 | $2.44M | Buy |
12,913
+2,065
| +19% | +$391K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $1.73M | Buy |
10,848
+4,080
| +60% | +$650K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $902K | Buy |
6,768
+338
| +5% | +$45.1K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $1.08M | Buy |
6,430
+966
| +18% | +$163K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $814K | Buy |
5,464
+1,970
| +56% | +$293K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $416K | Buy |
3,494
+15
| +0.4% | +$1.78K | ﹤0.01% | 1682 |
|
|
2023
Q2 | $476K | Buy |
3,479
+307
| +10% | +$42K | ﹤0.01% | 1578 |
|
|
2023
Q1 | $361K | Buy |
3,172
+405
| +15% | +$46.1K | ﹤0.01% | 1674 |
|
|
2022
Q4 | $364K | Buy |
+2,767
| New | +$364K | ﹤0.01% | 1588 |
|
|
2021
Q4 | – | Sell |
-13,083
| Closed | -$2.14M | – | 2119 |
|
|
2021
Q3 | $2.14M | Sell |
13,083
-17,066
| -57% | -$2.79M | ﹤0.01% | 664 |
|
|
2021
Q2 | $3.38M | Buy |
+30,149
| New | +$3.38M | 0.01% | 508 |
|
|
2017
Q3 | – | Sell |
-1,266
| Closed | -$50K | – | 2637 |
|
|
2017
Q2 | $50K | Buy |
1,266
+1,091
| +623% | +$43.1K | ﹤0.01% | 2492 |
|
|
2017
Q1 | $9K | Sell |
175
-3,941
| -96% | -$203K | ﹤0.01% | 3605 |
|
|
2016
Q4 | $165K | Buy |
4,116
+431
| +12% | +$17.3K | ﹤0.01% | 1507 |
|
|
2016
Q3 | $124K | Sell |
3,685
-14,803
| -80% | -$498K | ﹤0.01% | 1689 |
|
|
2016
Q2 | $614K | Buy |
18,488
+222
| +1% | +$7.37K | ﹤0.01% | 690 |
|
|
2016
Q1 | $577K | Sell |
18,266
-8,142
| -31% | -$257K | ﹤0.01% | 694 |
|
|
2015
Q4 | $1.13M | Buy |
26,408
+14,969
| +131% | +$639K | 0.01% | 469 |
|
|
2015
Q3 | $574K | Buy |
+11,439
| New | +$574K | 0.01% | 682 |
|
|
2015
Q2 | – | Sell |
-1,094
| Closed | -$71K | – | 1835 |
|
|
2015
Q1 | $71K | Sell |
1,094
-418
| -28% | -$27.1K | ﹤0.01% | 1757 |
|
|
2014
Q4 | $113K | Buy |
1,512
+582
| +63% | +$43.5K | ﹤0.01% | 1479 |
|
|
2014
Q3 | $71K | Buy |
930
+67
| +8% | +$5.12K | ﹤0.01% | 1676 |
|
|
2014
Q2 | $73K | Hold |
863
| – | – | ﹤0.01% | 1614 |
|
|
2014
Q1 | $69K | Sell |
863
-1,693
| -66% | -$135K | ﹤0.01% | 1612 |
|
|
2013
Q4 | $219K | Buy |
2,556
+820
| +47% | +$70.3K | ﹤0.01% | 823 |
|
|
2013
Q3 | $115K | Buy |
1,736
+347
| +25% | +$23K | ﹤0.01% | 1036 |
|
|
2013
Q2 | $103K | Buy |
+1,389
| New | +$103K | ﹤0.01% | 976 |
|