B. Riley Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $634K | Buy |
564
+104
| +23% | +$98.9K | 0.03% | 412 |
|
|
2026
Q1 | $329K | Sell |
460
-196
| -30% | -$165K | 0.02% | 556 |
|
|
2025
Q4 | $531K | Buy |
656
+4
| +0.6% | +$3.47K | 0.03% | 492 |
|
|
2025
Q3 | $623K | Sell |
652
-8
| -1% | -$7.13K | 0.03% | 468 |
|
|
2025
Q2 | $497K | Buy |
+660
| New | +$441K | 0.02% | 528 |
|
|
2024
Q4 | $1.7M | Buy |
2,409
+96
| +4% | +$78K | 0.06% | 310 |
|
|
2024
Q3 | $1.85M | Sell |
2,313
-381
| -14% | -$274K | 0.05% | 333 |
|
|
2024
Q2 | $1.74M | Sell |
2,694
-1,581
| -37% | -$1.05M | 0.04% | 378 |
|
|
2024
Q1 | $1.9M | Buy |
4,275
+73
| +2% | +$46.8K | 0.05% | 371 |
|
|
2023
Q4 | $2.41M | Sell |
4,202
-73
| -2% | -$34.4K | 0.06% | 308 |
|
|
2023
Q3 | $1.9M | Sell |
4,275
-139
| -3% | -$63.6K | 0.05% | 371 |
|
|
2023
Q2 | $1.97M | Sell |
4,414
-1,576
| -26% | -$584K | 0.04% | 377 |
|
|
2023
Q1 | $2.37M | Buy |
5,990
+342
| +6% | +$144K | 0.06% | 305 |
|
|
2022
Q4 | $2.01M | Buy |
5,648
+69
| +1% | +$22.7K | 0.06% | 335 |
|
|
2022
Q3 | $1.51M | Buy |
5,579
+268
| +5% | +$78K | 0.05% | 375 |
|
|
2022
Q2 | $1.29M | Sell |
5,311
-280
| -5% | -$82.4K | 0.05% | 338 |
|
|
2022
Q1 | $1.99M | Sell |
5,591
-91
| -2% | -$29.7K | 0.07% | 305 |
|
|
2021
Q4 | $1.89M | Sell |
5,682
-241
| -4% | -$85.9K | 0.05% | 370 |
|
|
2021
Q3 | $2.08M | Sell |
5,923
-224
| -4% | -$75.2K | 0.07% | 323 |
|
|
2021
Q2 | $1.96M | Buy |
6,147
+968
| +19% | +$313K | 0.06% | 340 |
|
|
2021
Q1 | $1.71M | Buy |
5,179
+2,538
| +96% | +$719K | 0.06% | 348 |
|
|
2020
Q4 | $613K | Sell |
2,641
-609
| -19% | -$129K | 0.03% | 468 |
|
|
2020
Q3 | $568K | Buy |
3,250
+1,020
| +46% | +$171K | 0.03% | 486 |
|
|
2020
Q2 | $333K | Sell |
2,230
-675
| -23% | -$85.6K | 0.02% | 596 |
|
|
2020
Q1 | $299K | Buy |
2,905
+362
| +14% | +$48K | 0.03% | 534 |
|
|
2019
Q4 | $425K | Sell |
2,543
-432
| -15% | -$62.7K | 0.04% | 488 |
|
|
2019
Q3 | $372K | Sell |
2,975
-25
| -0.8% | -$3.03K | 0.04% | 514 |
|
|
2019
Q2 | $399K | Buy |
3,000
+11
| +0.4% | +$1.4K | 0.04% | 460 |
|
|
2019
Q1 | $342K | Buy |
2,989
+809
| +37% | +$99.9K | 0.04% | 450 |
|
|
2018
Q4 | $225K | Buy |
2,180
+438
| +25% | +$52.8K | 0.03% | 545 |
|
|
2018
Q3 | $286K | Sell |
1,742
-1,145
| -40% | -$178K | 0.03% | 513 |
|
|
2018
Q2 | $427K | Sell |
2,887
-723
| -20% | -$118K | 0.06% | 368 |
|
|
2018
Q1 | $625K | Buy |
3,610
+1,494
| +71% | +$265K | 0.09% | 252 |
|
|
2017
Q4 | $365K | Buy |
+2,116
| New | +$322K | 0.05% | 383 |
|
|
2015
Q1 | – | Sell |
-2,556
| Closed | -$261 | – | 1915 |
|
|
2014
Q4 | $261 | Buy |
2,556
+459
| +22% | +$49.2K | 0.01% | 1215 |
|
|
2014
Q3 | $233K | Sell |
2,097
-2,469
| -54% | -$278K | 0.06% | 457 |
|
|
2014
Q2 | $234K | Buy |
+4,566
| New | +$446K | 0.05% | 398 |
|
Other funds holding URI
AP
CCMIC
AAMU
GI
BWP
YIA
CNB
RIG