HWM
Hohimer Wealth Management’s Hertz HTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,594
| Closed | -$177K | – | 235 |
|
|
2024
Q1 | $177K | Buy |
22,594
+4,435
| +24% | +$34.7K | 0.04% | 214 |
|
|
2023
Q4 | $189K | Sell |
18,159
-13,914
| -43% | -$145K | 0.05% | 185 |
|
|
2023
Q3 | $393K | Hold |
32,073
| – | – | 0.11% | 157 |
|
|
2023
Q2 | $590K | Sell |
32,073
-2,006
| -6% | -$36.9K | 0.16% | 140 |
|
|
2023
Q1 | $555K | Sell |
34,079
-5,906
| -15% | -$96.2K | 0.16% | 147 |
|
|
2022
Q4 | $615K | Sell |
39,985
-145,280
| -78% | -$2.24M | 0.2% | 102 |
|
|
2022
Q3 | $3.02M | Buy |
185,265
+41,679
| +29% | +$679K | 0.97% | 36 |
|
|
2022
Q2 | $2.27M | Sell |
143,586
-68,288
| -32% | -$1.08M | 0.67% | 66 |
|
|
2022
Q1 | $4.69M | Buy |
+211,874
| New | +$4.69M | 0.93% | 29 |
|