Atria Wealth Solutions’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 | $284K | Sell |
377
-3,249
| -90% | -$2.45M | 0.01% | 1185 |
|
|
2025
Q1 | $2.27M | Sell |
3,626
-259
| -7% | -$162K | 0.03% | 581 |
|
|
2024
Q4 | $2.74M | Sell |
3,885
-87
| -2% | -$61.3K | 0.03% | 534 |
|
|
2024
Q3 | $3.22M | Buy |
3,972
+210
| +6% | +$170K | 0.03% | 474 |
|
|
2024
Q2 | $2.43M | Sell |
3,762
-446
| -11% | -$288K | 0.03% | 567 |
|
|
2024
Q1 | $3.03M | Buy |
4,208
+1,271
| +43% | +$916K | 0.03% | 491 |
|
|
2023
Q4 | $1.68M | Sell |
2,937
-78
| -3% | -$44.7K | 0.02% | 658 |
|
|
2023
Q3 | $1.34M | Buy |
3,015
+23
| +0.8% | +$10.2K | 0.02% | 698 |
|
|
2023
Q2 | $1.33M | Sell |
2,992
-2,164
| -42% | -$964K | 0.02% | 720 |
|
|
2023
Q1 | $2.04M | Sell |
5,156
-588
| -10% | -$233K | 0.03% | 531 |
|
|
2022
Q4 | $2.04M | Sell |
5,744
-468
| -8% | -$166K | 0.03% | 507 |
|
|
2022
Q3 | $1.68M | Buy |
6,212
+817
| +15% | +$221K | 0.03% | 542 |
|
|
2022
Q2 | $1.31M | Sell |
5,395
-1,053
| -16% | -$256K | 0.02% | 566 |
|
|
2022
Q1 | $2.29M | Buy |
+6,448
| New | +$2.29M | 0.04% | 443 |
|