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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $177K | Hold |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $218K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $152K | Hold |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $97.9K | Sell |
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|
2020
Q1 | $81.8K | Buy |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $87.1K | Hold |
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|
2019
Q1 | $75.1K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $107K | Buy |
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