Sargent Investment Group’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 | $529K | Sell |
614
-13
| -2% | -$11.2K | 0.07% | 148 |
|
|
2025
Q1 | $393K | Buy |
627
+71
| +13% | +$44.5K | 0.06% | 167 |
|
|
2024
Q4 | $383K | Buy |
556
+9
| +2% | +$6.2K | 0.06% | 163 |
|
|
2024
Q3 | $443K | Hold |
547
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $354K | Buy |
547
+2
| +0.4% | +$1.29K | 0.07% | 145 |
|
|
2024
Q1 | $393K | Buy |
545
+7
| +1% | +$5.05K | 0.09% | 132 |
|
|
2023
Q4 | $309K | Buy |
538
+1
| +0.2% | +$573 | 0.07% | 159 |
|
|
2023
Q3 | $239K | Hold |
537
| – | – | 0.06% | 175 |
|
|
2023
Q2 | $239K | Buy |
537
+4
| +0.8% | +$1.78K | 0.06% | 171 |
|
|
2023
Q1 | $207K | Buy |
+533
| New | +$207K | 0.05% | 181 |
|