HBK Sorce Advisory’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$570K Buy
2025
Q2
$388K Buy
2025
Q1
$307K Buy
2024
Q4
$332K Sell
2024
Q3
$382K Buy
2024
Q2
$288K Buy
2024
Q1
$305K Buy
2023
Q4
$239K Buy
2023
Q1
Sell
2022
Q4
$313K Buy
2022
Q2
Sell
2022
Q1
$261K Sell
2021
Q4
$396K Sell
2021
Q3
$420K Buy
2021
Q2
$381K Buy
2021
Q1
$263K Sell
2020
Q4
$406K Buy