Arkadios Wealth 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 | $4.58M | Buy |
6,082
+239
| +4% | +$180K | 0.14% | 171 |
|
|
2025
Q1 | $3.66M | Buy |
5,843
+5,236
| +863% | +$3.28M | 0.14% | 173 |
|
|
2024
Q4 | $428K | Buy |
607
+302
| +99% | +$213K | 0.02% | 605 |
|
|
2024
Q3 | $247K | Buy |
+305
| New | +$247K | 0.01% | 777 |
|
|
2022
Q2 | – | Sell |
-695
| Closed | -$247K | – | 602 |
|
|
2022
Q1 | $247K | Sell |
695
-321
| -32% | -$114K | 0.03% | 472 |
|
|
2021
Q4 | $338K | Sell |
1,016
-393
| -28% | -$131K | 0.04% | 407 |
|
|
2021
Q3 | $494K | Sell |
1,409
-213
| -13% | -$74.7K | 0.07% | 292 |
|
|
2021
Q2 | $517K | Sell |
1,622
-368
| -18% | -$117K | 0.06% | 326 |
|
|
2021
Q1 | $655K | Sell |
1,990
-126
| -6% | -$41.5K | 0.11% | 213 |
|
|
2020
Q4 | $490K | Buy |
2,116
+1,926
| +1,014% | +$446K | 0.1% | 203 |
|
|
2020
Q3 | $36.7K | Sell |
190
-40
| -17% | -$7.72K | 0.02% | 470 |
|
|
2020
Q2 | $36.1K | Sell |
230
-909
| -80% | -$143K | 0.02% | 420 |
|
|
2020
Q1 | $117K | Buy |
1,139
+159
| +16% | +$16.4K | 0.07% | 217 |
|
|
2019
Q4 | $157K | Buy |
+980
| New | +$157K | 0.09% | 178 |
|