EverSource Wealth Advisors’s Herc Holdings HRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11K	Sell	110 -48	-30%	-$6.85K	﹤0.01%	2864
2025 Q4	$23.4K	Sell	158 -4	-2%	-$548	﹤0.01%	2281
2025 Q3	$18.9K	Buy	162 +94	+138%	+$12.1K	﹤0.01%	2399
2025 Q2	$8.96K	Sell	68 -74	-52%	-$8.98K	﹤0.01%	2876
2025 Q1	$19.1K	Sell	142 -23	-14%	-$3.92K	﹤0.01%	1708
2024 Q4	$31.2K	Buy	165 +17	+11%	+$3.43K	﹤0.01%	1394
2024 Q3	$23.6K	Sell	148 -104	-41%	-$14.7K	﹤0.01%	1408
2024 Q2	$39.3K	Buy	252 +12	+5%	+$1.77K	﹤0.01%	1201
2024 Q1	$34.3K	Buy	240 +208	+650%	+$31.7K	﹤0.01%	1132
2023 Q4	$4.76K	Sell	32 -2	-6%	-$245	﹤0.01%	1878
2023 Q3	$4.04K	Hold	34	–	–	﹤0.01%	1789
2023 Q2	$4.65K	Buy	34 +6	+21%	+$664	﹤0.01%	1757
2023 Q1	$3.19K	Buy	28 +6	+27%	+$827	﹤0.01%	1794
2022 Q4	$2.9K	Buy	+22	New	+$2.7K	﹤0.01%	1799