Heritage 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
2026 Q1	$490K	Buy	672 +5	+0.7%	+$4.2K	0.02%	130
2025 Q4	$540K	Hold	667	–	–	0.02%	141
2025 Q3	$637K	Sell	667 -2	-0.3%	-$1.78K	0.03%	112
2025 Q2	$504K	Hold	669	–	–	0.02%	129
2025 Q1	$419K	Hold	669	–	–	0.02%	144
2024 Q4	$471K	Buy	669 +2	+0.3%	+$1.63K	0.02%	140
2024 Q3	$540K	Buy	667 +10	+2%	+$7.19K	0.03%	140
2024 Q2	$425K	Hold	657	–	–	0.02%	148
2024 Q1	$474K	Hold	657	–	–	0.02%	146
2023 Q4	$377K	Hold	657	–	–	0.02%	165
2023 Q3	$292K	Hold	657	–	–	0.02%	166
2023 Q2	$293K	Hold	657	–	–	0.02%	175
2023 Q1	$260K	Hold	657	–	–	0.01%	181
2022 Q4	$234K	Hold	657	–	–	0.01%	192
2022 Q3	$177K	Hold	657	–	–	0.01%	208
2022 Q2	$160K	Hold	657	–	–	0.01%	220
2022 Q1	$233K	Hold	657	–	–	0.01%	188
2021 Q4	$218K	Hold	657	–	–	0.01%	199
2021 Q3	$231K	Hold	657	–	–	0.01%	186
2021 Q2	$210K	Hold	657	–	–	0.01%	200
2021 Q1	$216K	Hold	657	–	–	0.01%	200
2020 Q4	$152K	Hold	657	–	–	0.01%	220
2020 Q3	$115K	Hold	657	–	–	0.01%	194
2020 Q2	$97.9K	Sell	657 -138	-17%	-$17.5K	0.01%	206
2020 Q1	$81.8K	Buy	795 +138	+21%	+$18.3K	0.01%	210
2019 Q4	$110K	Hold	657	–	–	0.01%	222
2019 Q3	$81K	Hold	657	–	–	0.01%	232
2019 Q2	$87.1K	Hold	657	–	–	0.01%	206
2019 Q1	$75.1K	Hold	657	–	–	0.01%	197
2018 Q4	$67K	Hold	657	–	–	0.01%	177
2018 Q3	$107K	Buy	+657	New	+$102K	0.02%	156