Avantax Advisory Services’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 | $3.91M | Sell |
5,190
-35
| -0.7% | -$26.4K | 0.02% | 536 |
|
|
2025
Q1 | $3.27M | Buy |
5,225
+392
| +8% | +$246K | 0.02% | 552 |
|
|
2024
Q4 | $3.4M | Sell |
4,833
-12
| -0.2% | -$8.45K | 0.02% | 518 |
|
|
2024
Q3 | $3.92M | Buy |
4,845
+216
| +5% | +$175K | 0.03% | 465 |
|
|
2024
Q2 | $2.99M | Buy |
4,629
+487
| +12% | +$315K | 0.02% | 526 |
|
|
2024
Q1 | $2.99M | Buy |
4,142
+182
| +5% | +$131K | 0.03% | 432 |
|
|
2023
Q4 | $2.27M | Buy |
3,960
+303
| +8% | +$174K | 0.02% | 469 |
|
|
2023
Q3 | $1.63M | Sell |
3,657
-5
| -0.1% | -$2.22K | 0.02% | 524 |
|
|
2023
Q2 | $1.63M | Buy |
3,662
+197
| +6% | +$87.7K | 0.02% | 519 |
|
|
2023
Q1 | $1.37M | Sell |
3,465
-8
| -0.2% | -$3.17K | 0.02% | 561 |
|
|
2022
Q4 | $1.23M | Buy |
3,473
+380
| +12% | +$135K | 0.02% | 558 |
|
|
2022
Q3 | $835K | Buy |
3,093
+435
| +16% | +$117K | 0.01% | 611 |
|
|
2022
Q2 | $646K | Buy |
2,658
+1,092
| +70% | +$265K | 0.01% | 678 |
|
|
2022
Q1 | $557K | Sell |
1,566
-194
| -11% | -$69K | 0.01% | 748 |
|
|
2021
Q4 | $585K | Buy |
1,760
+275
| +19% | +$91.4K | 0.01% | 707 |
|
|
2021
Q3 | $519K | Buy |
1,485
+121
| +9% | +$42.3K | 0.01% | 713 |
|
|
2021
Q2 | $436K | Buy |
1,364
+212
| +18% | +$67.8K | 0.01% | 755 |
|
|
2021
Q1 | $379K | Buy |
+1,152
| New | +$379K | 0.01% | 710 |
|
|
2020
Q4 | – | Sell |
-1,450
| Closed | -$253K | – | 1335 |
|
|
2020
Q3 | $253K | Buy |
+1,450
| New | +$253K | ﹤0.01% | 1107 |
|