AWM
Axxcess Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
+410
| New | +$309K | 0.01% | 706 |
|
|
2025
Q1 | – | Sell |
-582
| Closed | -$410K | – | 936 |
|
|
2024
Q4 | $410K | Buy |
582
+39
| +7% | +$27.5K | 0.01% | 592 |
|
|
2024
Q3 | $440K | Buy |
+543
| New | +$440K | 0.01% | 579 |
|
|
2024
Q2 | – | Sell |
-1,974
| Closed | -$1.42M | – | 947 |
|
|
2024
Q1 | $1.42M | Buy |
1,974
+295
| +18% | +$213K | 0.04% | 307 |
|
|
2023
Q4 | $963K | Hold |
1,679
| – | – | 0.03% | 364 |
|
|
2023
Q3 | $746K | Buy |
+1,679
| New | +$746K | 0.03% | 371 |
|
|
2023
Q2 | – | Sell |
-1,679
| Closed | -$664K | – | 684 |
|
|
2023
Q1 | $664K | Buy |
1,679
+120
| +8% | +$47.5K | 0.05% | 307 |
|
|
2022
Q4 | $554K | Buy |
+1,559
| New | +$554K | 0.05% | 342 |
|