Baker Tilly Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-346
| Closed | -$224K | – | 288 |
|
|
2024
Q2 | $224K | Sell |
346
-720
| -68% | -$466K | 0.09% | 247 |
|
|
2024
Q1 | $769K | Sell |
1,066
-7
| -0.7% | -$5.05K | 0.14% | 164 |
|
|
2023
Q4 | $615K | Sell |
1,073
-5
| -0.5% | -$2.87K | 0.1% | 225 |
|
|
2023
Q3 | $479K | Sell |
1,078
-662
| -38% | -$294K | 0.08% | 269 |
|
|
2023
Q2 | $775K | Sell |
1,740
-6
| -0.3% | -$2.67K | 0.08% | 250 |
|
|
2023
Q1 | $691K | Buy |
1,746
+506
| +41% | +$200K | 0.08% | 265 |
|
|
2022
Q4 | $441K | Sell |
1,240
-102
| -8% | -$36.3K | 0.05% | 354 |
|
|
2022
Q3 | $363K | Sell |
1,342
-3
| -0.2% | -$811 | 0.05% | 372 |
|
|
2022
Q2 | $327K | Buy |
1,345
+3
| +0.2% | +$729 | 0.04% | 400 |
|
|
2022
Q1 | $477K | Buy |
1,342
+32
| +2% | +$11.4K | 0.05% | 357 |
|
|
2021
Q4 | $435K | Sell |
1,310
-17
| -1% | -$5.65K | 0.05% | 379 |
|
|
2021
Q3 | $466K | Sell |
1,327
-6
| -0.5% | -$2.11K | 0.06% | 329 |
|
|
2021
Q2 | $425K | Sell |
1,333
-53
| -4% | -$16.9K | 0.07% | 315 |
|
|
2021
Q1 | $456K | Sell |
1,386
-174
| -11% | -$57.2K | 0.09% | 256 |
|
|
2020
Q4 | $362K | Buy |
+1,560
| New | +$362K | 0.11% | 199 |
|