HCR Wealth Advisors’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 | $949K | Buy |
|
|||||
|
2025
Q2 | $512K | Buy |
|
|||||
|
2025
Q1 | $360K | Sell |
|
|||||
|
2024
Q4 | $406K | Buy |
|
|||||
|
2024
Q3 | $236K | Sell |
|
|||||
|
2024
Q2 | $383K | Buy |
|
|||||
|
2024
Q1 | $229K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $951K | Sell |
|
|||||
|
2019
Q3 | $731K | Buy |
|
|||||
|
2019
Q2 | $619K | Sell |
|
|||||
|
2019
Q1 | $591K | Buy |
|
|||||
|
2018
Q4 | $514K | Buy |
|
|||||
|
2018
Q3 | $570K | Buy |
|
|||||
|
2018
Q2 | $558K | Buy |
|
|||||
|
2018
Q1 | $636K | Buy |
|
|||||
|
2017
Q4 | $616K | Buy |
|
|||||
|
2017
Q3 | $452K | Buy |
|
|||||
|
2017
Q2 | $323K | Buy |
|
|||||
|
2017
Q1 | $283K | Buy |
|
|||||
|
2016
Q4 | $233K | Buy |
|