Aptus Capital Advisors’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
$1.25M Buy
1,663
+14
+0.8% +$10.5K 0.01% 484
2025
Q1
$1.03M Sell
1,649
-94
-5% -$58.9K 0.01% 496
2024
Q4
$1.23M Buy
1,743
+210
+14% +$148K 0.01% 459
2024
Q3
$1.24M Sell
1,533
-12
-0.8% -$9.72K 0.02% 371
2024
Q2
$999K Buy
1,545
+35
+2% +$22.6K 0.02% 390
2024
Q1
$1.09M Buy
1,510
+18
+1% +$13K 0.02% 377
2023
Q4
$856K Buy
1,492
+41
+3% +$23.5K 0.02% 309
2023
Q3
$645K Buy
1,451
+181
+14% +$80.5K 0.02% 341
2023
Q2
$566K Buy
1,270
+206
+19% +$91.7K 0.01% 301
2023
Q1
$421K Sell
1,064
-8,605
-89% -$3.41M 0.01% 338
2022
Q4
$3.44M Sell
9,669
-4,444
-31% -$1.58M 0.11% 157
2022
Q3
$3.81M Buy
14,113
+1,462
+12% +$395K 0.09% 125
2022
Q2
$3.07M Buy
12,651
+11,723
+1,263% +$2.85M 0.08% 137
2022
Q1
$330K Sell
928
-15
-2% -$5.33K 0.01% 342
2021
Q4
$314K Buy
943
+15
+2% +$5K 0.01% 301
2021
Q3
$326K Buy
+928
New +$326K 0.01% 289