AWA
Aaron Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
505
-25
| -5% | -$18.8K | 0.04% | 305 |
|
|
2025
Q1 | $332K | Sell |
530
-457
| -46% | -$286K | 0.04% | 305 |
|
|
2024
Q4 | $695K | Buy |
987
+549
| +125% | +$387K | 0.08% | 153 |
|
|
2024
Q3 | $355K | Buy |
438
+77
| +21% | +$62.3K | 0.04% | 260 |
|
|
2024
Q2 | $233K | Buy |
361
+7
| +2% | +$4.53K | 0.03% | 282 |
|
|
2024
Q1 | $255K | Buy |
+354
| New | +$255K | 0.04% | 244 |
|
|
2022
Q2 | – | Sell |
-76,725
| Closed | -$216K | – | 813 |
|
|
2022
Q1 | $216K | Buy |
+76,725
| New | +$216K | ﹤0.01% | 768 |
|