SageView Advisory Group’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
$365K Buy
2025
Q1
Sell
2024
Q4
$458K Sell
2024
Q3
$552K Buy
2024
Q2
$406K Sell
2024
Q1
$942K Buy
2023
Q4
$523K Buy