SSWM
Sheets Smith Wealth Management’s Hertz HTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,650
| Closed | -$101K | – | 402 |
|
|
2025
Q1 | $101K | Buy |
25,650
+150
| +0.6% | +$591 | 0.01% | 348 |
|
|
2024
Q4 | $93.3K | Sell |
25,500
-800
| -3% | -$2.93K | 0.01% | 371 |
|
|
2024
Q3 | $86.8K | Hold |
26,300
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $92.8K | Buy |
26,300
+12,796
| +95% | +$45.2K | 0.01% | 367 |
|
|
2024
Q1 | $106K | Buy |
13,504
+2,565
| +23% | +$20.1K | 0.01% | 368 |
|
|
2023
Q4 | $114K | Buy |
+10,939
| New | +$114K | 0.02% | 338 |
|