AE Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $6.58M | Buy |
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|
2022
Q1 | $5.94M | Buy |
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|
2021
Q4 | $4.23M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $979K | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $695K | Sell |
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|
2020
Q3 | $541K | Sell |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $688K | Buy |
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $212K | Buy |
|