Venturi Wealth Management’s Herc Holdings HRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-737	Closed	-$140K	–	1142
2024 Q4	$140K	Buy	737 +626	+564%	+$119K	0.01%	650
2024 Q3	$17.7K	Buy	+111	New	+$17.7K	﹤0.01%	1046