Ascent Wealth Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Hold |
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|
2025
Q2 | $367K | Sell |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $967K | Buy |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $764K | Buy |
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|
2019
Q1 | $622K | Buy |
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|
2018
Q4 | $506K | Buy |
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|
2018
Q3 | $792K | Sell |
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|
2018
Q2 | $716K | Sell |
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|
2018
Q1 | $848K | Sell |
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|
2017
Q4 | $844K | Buy |
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|
2017
Q3 | $669K | Buy |
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|
2017
Q2 | $540K | Buy |
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|
2017
Q1 | $450K | Buy |
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|
2016
Q4 | $374K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $900K | Buy |
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|
2015
Q3 | $738K | Buy |
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|
2015
Q2 | $793K | Sell |
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|
2015
Q1 | $883K | Buy |
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|
2014
Q4 | $803K | Buy |
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|
2014
Q3 | $839K | Sell |
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|
2014
Q2 | $794K | Buy |
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|
2014
Q1 | $715K | Buy |
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|
2013
Q4 | $557K | Buy |
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