1WA
180 Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
507
-21
| -4% | -$15.8K | 0.05% | 287 |
|
|
2025
Q1 | $331K | Sell |
528
-738
| -58% | -$463K | 0.05% | 298 |
|
|
2024
Q4 | $892K | Sell |
1,266
-39
| -3% | -$27.5K | 0.14% | 141 |
|
|
2024
Q3 | $1.06M | Sell |
1,305
-16
| -1% | -$13K | 0.17% | 125 |
|
|
2024
Q2 | $880K | Sell |
1,321
-278
| -17% | -$185K | 0.14% | 143 |
|
|
2024
Q1 | $1.15M | Sell |
1,599
-572
| -26% | -$412K | 0.21% | 110 |
|
|
2023
Q4 | $1.23M | Buy |
2,171
+124
| +6% | +$70.3K | 0.25% | 101 |
|
|
2023
Q3 | $910K | Sell |
2,047
-325
| -14% | -$144K | 0.2% | 113 |
|
|
2023
Q2 | $1.06M | Buy |
2,372
+762
| +47% | +$342K | 0.23% | 106 |
|
|
2023
Q1 | $637K | Buy |
1,610
+526
| +49% | +$208K | 0.15% | 146 |
|
|
2022
Q4 | $468K | Buy |
1,084
+20
| +2% | +$8.63K | 0.11% | 196 |
|
|
2022
Q3 | $287K | Buy |
1,064
+56
| +6% | +$15.1K | 0.08% | 252 |
|
|
2022
Q2 | $246K | Buy |
1,008
+411
| +69% | +$100K | 0.06% | 305 |
|
|
2022
Q1 | $210K | Buy |
+597
| New | +$210K | 0.05% | 343 |
|
|
2021
Q2 | – | Sell |
-873
| Closed | -$281K | – | 378 |
|
|
2021
Q1 | $281K | Buy |
+873
| New | +$281K | 0.07% | 270 |
|
|
2020
Q3 | – | Sell |
-3,052
| Closed | -$486K | – | 289 |
|
|
2020
Q2 | $486K | Sell |
3,052
-2,487
| -45% | -$396K | 0.19% | 117 |
|
|
2020
Q1 | $533K | Sell |
5,539
-1,279
| -19% | -$123K | 0.28% | 92 |
|
|
2019
Q4 | $1.06M | Buy |
6,818
+14
| +0.2% | +$2.17K | 0.42% | 68 |
|
|
2019
Q3 | $806K | Buy |
6,804
+411
| +6% | +$48.7K | 0.36% | 73 |
|
|
2019
Q2 | $773K | Sell |
6,393
-94
| -1% | -$11.4K | 0.35% | 82 |
|
|
2019
Q1 | $871K | Buy |
6,487
+553
| +9% | +$74.3K | 0.4% | 67 |
|
|
2018
Q4 | $971K | Hold |
5,934
| – | – | 0.45% | 58 |
|
|
2018
Q3 | $971K | Buy |
5,934
+155
| +3% | +$25.4K | 0.45% | 59 |
|
|
2018
Q2 | $853K | Sell |
5,779
-88
| -1% | -$13K | 0.42% | 69 |
|
|
2018
Q1 | $1.01M | Sell |
5,867
-446
| -7% | -$77K | 0.53% | 55 |
|
|
2017
Q4 | $1.09M | Buy |
+6,313
| New | +$1.09M | 0.55% | 55 |
|