Heritage Trust’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 | $7.31M | Buy |
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|
2025
Q2 | $5.72M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $655K | Buy |
|