Apollon Wealth Management’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 | $1.38M | Buy |
1,837
+388
| +27% | +$292K | 0.03% | 456 |
|
|
2025
Q1 | $908K | Buy |
1,449
+145
| +11% | +$90.9K | 0.02% | 535 |
|
|
2024
Q4 | $919K | Sell |
1,304
-112
| -8% | -$78.9K | 0.02% | 545 |
|
|
2024
Q3 | $1.15M | Buy |
1,416
+217
| +18% | +$176K | 0.03% | 443 |
|
|
2024
Q2 | $775K | Buy |
1,199
+56
| +5% | +$36.2K | 0.02% | 546 |
|
|
2024
Q1 | $824K | Buy |
1,143
+89
| +8% | +$64.2K | 0.03% | 527 |
|
|
2023
Q4 | $604K | Buy |
+1,054
| New | +$604K | 0.02% | 597 |
|
|
2023
Q3 | – | Sell |
-470
| Closed | -$209K | – | 997 |
|
|
2023
Q2 | $209K | Buy |
+470
| New | +$209K | 0.01% | 855 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$7K | – | 655 |
|
|
2020
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 534 |
|