Welch Group’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Hold |
6,168
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $857K | Sell |
6,168
-32
| -0.5% | -$4.45K | 0.04% | 104 |
|
|
2024
Q4 | $1.17M | Hold |
6,200
| – | – | 0.05% | 93 |
|
|
2024
Q3 | $988K | Buy |
6,200
+118
| +2% | +$18.8K | 0.04% | 103 |
|
|
2024
Q2 | $811K | Buy |
6,082
+2,832
| +87% | +$377K | 0.04% | 106 |
|
|
2024
Q1 | $547K | Hold |
3,250
| – | – | 0.03% | 120 |
|
|
2023
Q4 | $484K | Buy |
3,250
+900
| +38% | +$134K | 0.03% | 127 |
|
|
2023
Q3 | $280K | Buy |
2,350
+350
| +18% | +$41.6K | 0.02% | 161 |
|
|
2023
Q2 | $274K | Hold |
2,000
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $228K | Hold |
2,000
| – | – | 0.01% | 183 |
|
|
2022
Q4 | $263K | Hold |
2,000
| – | – | 0.02% | 180 |
|
|
2022
Q3 | $208K | Buy |
+2,000
| New | +$208K | 0.01% | 165 |
|
|
2022
Q2 | – | Sell |
-2,055
| Closed | -$343K | – | 209 |
|
|
2022
Q1 | $343K | Buy |
2,055
+55
| +3% | +$9.18K | 0.02% | 146 |
|
|
2021
Q4 | $313K | Hold |
2,000
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $327K | Hold |
2,000
| – | – | 0.02% | 139 |
|
|
2021
Q2 | $224K | Hold |
2,000
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $203K | Buy |
+2,000
| New | +$203K | 0.01% | 184 |
|