AWM
Aries Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
500
| – | – | 0.1% | 160 |
|
|
2025
Q1 | $313K | Hold |
500
| – | – | 0.09% | 172 |
|
|
2024
Q4 | $352K | Hold |
500
| – | – | 0.1% | 167 |
|
|
2024
Q3 | $405K | Hold |
500
| – | – | 0.11% | 153 |
|
|
2024
Q2 | $323K | Hold |
500
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $361K | Hold |
500
| – | – | 0.12% | 145 |
|
|
2023
Q4 | $287K | Sell |
500
-152
| -23% | -$87.2K | 0.1% | 161 |
|
|
2023
Q3 | $288K | Buy |
652
+152
| +30% | +$67K | 0.11% | 157 |
|
|
2023
Q2 | $223K | Buy |
+500
| New | +$223K | 0.09% | 179 |
|