Heartland Bank & Trust’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,308
| Closed | -$921K | – | 187 |
|
2024
Q4 | $921K | Sell |
1,308
-55
| -4% | -$38.7K | 0.5% | 40 |
|
2024
Q3 | $1.1M | Sell |
1,363
-50
| -4% | -$40.5K | 0.6% | 32 |
|
2024
Q2 | $914K | Buy |
1,413
+16
| +1% | +$10.3K | 0.52% | 38 |
|
2024
Q1 | $1.01M | Hold |
1,397
| – | – | 0.59% | 38 |
|
2023
Q4 | $801K | Sell |
1,397
-74
| -5% | -$42.4K | 0.55% | 43 |
|
2023
Q3 | $654K | Buy |
1,471
+23
| +2% | +$10.2K | 0.52% | 52 |
|
2023
Q2 | $645K | Sell |
1,448
-113
| -7% | -$50.3K | 0.5% | 54 |
|
2023
Q1 | $618K | Buy |
1,561
+97
| +7% | +$38.4K | 0.47% | 61 |
|
2022
Q4 | $520K | Sell |
1,464
-211
| -13% | -$75K | 0.38% | 69 |
|
2022
Q3 | $452K | Buy |
1,675
+11
| +0.7% | +$2.97K | 0.43% | 77 |
|
2022
Q2 | $404K | Buy |
1,664
+23
| +1% | +$5.58K | 0.36% | 90 |
|
2022
Q1 | $583K | Buy |
1,641
+78
| +5% | +$27.7K | 0.44% | 73 |
|
2021
Q4 | $519K | Buy |
1,563
+502
| +47% | +$167K | 0.38% | 76 |
|
2021
Q3 | $372K | Buy |
1,061
+72
| +7% | +$25.2K | 0.32% | 84 |
|
2021
Q2 | $316K | Buy |
+989
| New | +$316K | 0.29% | 87 |
|