Allworth Financial’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 | $777K | Buy |
1,032
+270
| +35% | +$203K | ﹤0.01% | 705 |
|
|
2025
Q1 | $493K | Buy |
762
+3
| +0.4% | +$1.94K | ﹤0.01% | 681 |
|
|
2024
Q4 | $594K | Buy |
759
+190
| +33% | +$149K | ﹤0.01% | 648 |
|
|
2024
Q3 | $461K | Buy |
569
+2
| +0.4% | +$1.62K | ﹤0.01% | 592 |
|
|
2024
Q2 | $407K | Buy |
567
+2
| +0.4% | +$1.44K | ﹤0.01% | 618 |
|
|
2024
Q1 | $408K | Buy |
565
+126
| +29% | +$90.9K | ﹤0.01% | 596 |
|
|
2023
Q4 | $252K | Sell |
439
-14
| -3% | -$8.03K | ﹤0.01% | 675 |
|
|
2023
Q3 | $202K | Sell |
453
-180
| -28% | -$80.1K | ﹤0.01% | 678 |
|
|
2023
Q2 | $282K | Sell |
633
-1
| -0.2% | -$445 | ﹤0.01% | 618 |
|
|
2023
Q1 | $251K | Buy |
634
+131
| +26% | +$51.9K | ﹤0.01% | 608 |
|
|
2022
Q4 | $179K | Buy |
503
+444
| +753% | +$158K | ﹤0.01% | 663 |
|
|
2022
Q3 | $16K | Sell |
59
-36
| -38% | -$9.76K | ﹤0.01% | 1396 |
|
|
2022
Q2 | $23K | Sell |
95
-125
| -57% | -$30.3K | ﹤0.01% | 1190 |
|
|
2022
Q1 | $78K | Buy |
220
+148
| +206% | +$52.5K | ﹤0.01% | 780 |
|
|
2021
Q4 | $24K | Buy |
72
+51
| +243% | +$17K | ﹤0.01% | 1050 |
|
|
2021
Q3 | $7K | Buy |
21
+3
| +17% | +$1K | ﹤0.01% | 1452 |
|
|
2021
Q2 | $6K | Hold |
18
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q1 | $6K | Hold |
18
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 956 |
|
|
2020
Q2 | $3K | Sell |
18
-4
| -18% | -$667 | ﹤0.01% | 970 |
|
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 817 |
|
|
2019
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 781 |
|
|
2019
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 781 |
|
|
2019
Q1 | $3K | Buy |
22
+4
| +22% | +$545 | ﹤0.01% | 791 |
|
|
2018
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 768 |
|
|
2018
Q3 | $3K | Sell |
18
-10
| -36% | -$1.67K | ﹤0.01% | 759 |
|
|
2018
Q2 | $4K | Buy |
28
+9
| +47% | +$1.29K | ﹤0.01% | 689 |
|
|
2018
Q1 | $3K | Buy |
19
+17
| +850% | +$2.68K | ﹤0.01% | 675 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 824 |
|