Creative Planning’s Hertz HTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
404,095
+86,538
| +27% | +$591K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $1.25M | Buy |
317,557
+198,606
| +167% | +$783K | ﹤0.01% | 1528 |
|
|
2024
Q4 | $435K | Buy |
118,951
+51,353
| +76% | +$188K | ﹤0.01% | 2348 |
|
|
2024
Q3 | $214K | Buy |
67,598
+3,901
| +6% | +$12.3K | ﹤0.01% | 2782 |
|
|
2024
Q2 | $225K | Buy |
63,697
+29,209
| +85% | +$103K | ﹤0.01% | 2579 |
|
|
2024
Q1 | $270K | Buy |
34,488
+7,158
| +26% | +$56K | ﹤0.01% | 2329 |
|
|
2023
Q4 | $284K | Buy |
+27,330
| New | +$284K | ﹤0.01% | 2124 |
|