Heritage Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
669
| – | – | 0.02% | 129 |
|
|
2025
Q1 | $419K | Hold |
669
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $471K | Buy |
669
+2
| +0.3% | +$1.41K | 0.02% | 140 |
|
|
2024
Q3 | $540K | Buy |
667
+10
| +2% | +$8.1K | 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% | -$20.6K | 0.01% | 206 |
|
|
2020
Q1 | $81.8K | Buy |
795
+138
| +21% | +$14.2K | 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 | +$107K | 0.02% | 156 |
|