Sargent Investment Group’s United Rentals URI Stock Holding History

Sargent Investment Group’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$529K	Sell
2025 Q1	$393K	Buy
2024 Q4	$383K	Buy
2024 Q3	$443K	Hold
2024 Q2	$354K	Buy
2024 Q1	$393K	Buy
2023 Q4	$309K	Buy
2023 Q3	$239K	Hold
2023 Q2	$239K	Buy
2023 Q1	$207K	Buy