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 | 
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| 
        
          
      
        2025
         Q2  | $388K | Buy | 
         | 
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| 
        
          
      
        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 | 
         |