1776 Wealth’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 | $640K | Hold |
850
| – | – | 0.26% | 70 |
|
|
2025
Q1 | $533K | Hold |
850
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $599K | Hold |
850
| – | – | 0.28% | 69 |
|
|
2024
Q3 | $688K | Hold |
850
| – | – | 0.31% | 61 |
|
|
2024
Q2 | $550K | Hold |
850
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $613K | Hold |
850
| – | – | 0.29% | 72 |
|
|
2023
Q4 | $487K | Hold |
850
| – | – | 0.24% | 76 |
|
|
2023
Q3 | $378K | Hold |
850
| – | – | 0.2% | 89 |
|
|
2023
Q2 | $379K | Sell |
850
-100
| -11% | -$44.5K | 0.2% | 92 |
|
|
2023
Q1 | $376K | Sell |
950
-20
| -2% | -$7.92K | 0.23% | 76 |
|
|
2022
Q4 | $345K | Hold |
970
| – | – | 0.25% | 83 |
|
|
2022
Q3 | $262K | Hold |
970
| – | – | 0.2% | 90 |
|
|
2022
Q2 | $236K | Buy |
970
+220
| +29% | +$53.5K | 0.17% | 104 |
|
|
2022
Q1 | $266K | Hold |
750
| – | – | 0.15% | 102 |
|
|
2021
Q4 | $249K | Hold |
750
| – | – | 0.13% | 109 |
|
|
2021
Q3 | $263K | Hold |
750
| – | – | 0.15% | 103 |
|
|
2021
Q2 | $239K | Hold |
750
| – | – | 0.13% | 106 |
|
|
2021
Q1 | $247K | Buy |
+750
| New | +$247K | 0.16% | 97 |
|
|
2020
Q3 | – | Sell |
-1,150
| Closed | -$171K | – | 295 |
|
|
2020
Q2 | $171K | Sell |
1,150
-1,390
| -55% | -$207K | 0.12% | 107 |
|
|
2020
Q1 | $341K | Buy |
2,540
+1,270
| +100% | +$171K | 0.14% | 107 |
|
|
2019
Q4 | $211K | Buy |
+1,270
| New | +$211K | 0.18% | 96 |
|