Creative Planning’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1,000K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $902K | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.14M | Sell |
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|
2021
Q2 | $3.38M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $50K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $165K | Buy |
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|
2016
Q3 | $124K | Sell |
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|
2016
Q2 | $614K | Buy |
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|
2016
Q1 | $577K | Sell |
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|
2015
Q4 | $1.13M | Buy |
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|
2015
Q3 | $574K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $71K | Sell |
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|
2014
Q4 | $113K | Buy |
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|
2014
Q3 | $71K | Buy |
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|
2014
Q2 | $73K | Hold |
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|
2014
Q1 | $69K | Sell |
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|
2013
Q4 | $219K | Buy |
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|
2013
Q3 | $115K | Buy |
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|
2013
Q2 | $103K | Buy |
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