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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $969K | Buy |
1,330
+88
| +7% | +$73.9K | 0.01% | 839 |
|
|
2025
Q4 | $1.01M | Sell |
1,242
-165
| -12% | -$143K | 0.01% | 799 |
|
|
2025
Q3 | $1.34M | Sell |
1,407
-45
| -3% | -$40.1K | 0.01% | 678 |
|
|
2025
Q2 | $1.09M | Buy |
1,452
+110
| +8% | +$73.6K | 0.01% | 702 |
|
|
2025
Q1 | $841K | Sell |
1,342
-1,141
| -46% | -$784K | 0.01% | 754 |
|
|
2024
Q4 | $1.75M | Sell |
2,483
-125
| -5% | -$102K | 0.01% | 567 |
|
|
2024
Q3 | $2.11M | Buy |
2,608
+1,603
| +160% | +$1.15M | 0.02% | 518 |
|
|
2024
Q2 | $650K | Buy |
1,005
+99
| +11% | +$65.8K | 0.01% | 810 |
|
|
2024
Q1 | $653K | Sell |
906
-3,205
| -78% | -$2.06M | 0.01% | 760 |
|
|
2023
Q4 | $2.59M | Buy |
4,111
+153
| +4% | +$72.2K | 0.01% | 817 |
|
|
2023
Q3 | $1.76M | Sell |
3,958
-647
| -14% | -$296K | 0.01% | 899 |
|
|
2023
Q2 | $2.05M | Sell |
4,605
-1,802
| -28% | -$668K | 0.01% | 835 |
|
|
2023
Q1 | $2.54M | Sell |
6,407
-40
| -0.6% | -$16.8K | 0.02% | 712 |
|
|
2022
Q4 | $2.29M | Sell |
6,447
-141
| -2% | -$46.3K | 0.02% | 690 |
|
|
2022
Q3 | $1.78M | Sell |
6,588
-20,501
| -76% | -$5.97M | 0.01% | 740 |
|
|
2022
Q2 | $6.58M | Buy |
27,089
+10,370
| +62% | +$3.05M | 0.05% | 363 |
|
|
2022
Q1 | $5.94M | Buy |
16,719
+4,001
| +31% | +$1.31M | 0.04% | 392 |
|
|
2021
Q4 | $4.23M | Buy |
12,718
+9,690
| +320% | +$3.45M | 0.03% | 456 |
|
|
2021
Q3 | $1.06M | Sell |
3,028
-42
| -1% | -$14.1K | 0.01% | 849 |
|
|
2021
Q2 | $979K | Sell |
3,070
-39
| -1% | -$12.6K | 0.01% | 852 |
|
|
2021
Q1 | $1.02M | Buy |
3,109
+114
| +4% | +$32.3K | 0.01% | 757 |
|
|
2020
Q4 | $695K | Sell |
2,995
-106
| -3% | -$22.4K | 0.01% | 846 |
|
|
2020
Q3 | $541K | Sell |
3,101
-141
| -4% | -$23.7K | 0.01% | 862 |
|
|
2020
Q2 | $483K | Sell |
3,242
-11,011
| -77% | -$1.4M | 0.01% | 897 |
|
|
2020
Q1 | $1.47M | Buy |
14,253
+10,127
| +245% | +$1.34M | 0.03% | 383 |
|
|
2019
Q4 | $688K | Buy |
4,126
+2,237
| +118% | +$325K | 0.01% | 632 |
|
|
2019
Q3 | $235K | Buy |
1,889
+18
| +1% | +$2.18K | 0.01% | 873 |
|
|
2019
Q2 | $248K | Buy |
+1,871
| New | +$237K | 0.01% | 827 |
|
|
2018
Q4 | – | Sell |
-1,285
| Closed | -$210K | – | 600 |
|
|
2018
Q3 | $210K | Buy |
+1,285
| New | +$200K | 0.01% | 552 |
|
|
2018
Q2 | – | Sell |
-1,225
| Closed | -$212K | – | 501 |
|
|
2018
Q1 | $212K | Buy |
+1,225
| New | +$218K | 0.02% | 398 |
|
Other funds holding URI
VCM
VPM
