Baldwin Wealth Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.1M | Sell |
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|
2025
Q2 | $27.4M | Sell |
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|
2025
Q1 | $22.8M | Buy |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $27.3M | Buy |
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|
2024
Q2 | $21.6M | Sell |
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|
2024
Q1 | $25.9M | Sell |
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|
2023
Q4 | $24.3M | Sell |
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|
2023
Q3 | $19.2M | Sell |
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|
2023
Q2 | $19.5M | Buy |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $8.89M | Sell |
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|
2022
Q2 | $8.05M | Buy |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $2.93M | Hold |
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|
2021
Q2 | $2.67M | Sell |
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|
2021
Q1 | $2.81M | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $959K | Sell |
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|
2018
Q4 | $865K | Sell |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.52M | Sell |
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|
2018
Q1 | $3.17M | Sell |
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|
2017
Q4 | $3.79M | Sell |
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|
2017
Q3 | $3.25M | Sell |
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|
2017
Q2 | $9.65M | Sell |
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|
2017
Q1 | $12.3M | Sell |
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|
2016
Q4 | $10.4M | Sell |
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|
2016
Q3 | $11.2M | Sell |
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|
2016
Q2 | $9.67M | Buy |
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|
2016
Q1 | $8.86M | Sell |
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|
2015
Q4 | $10.5M | Sell |
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|
2015
Q3 | $9.33M | Sell |
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|
2015
Q2 | $13.9M | Buy |
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|
2015
Q1 | $13.8M | Buy |
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|
2014
Q4 | $14.5M | Sell |
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|
2014
Q3 | $18.7M | Buy |
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|
2014
Q2 | $17.6M | Buy |
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|
2014
Q1 | $15.9M | Buy |
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|
2013
Q4 | $12.8M | Buy |
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|
2013
Q3 | $2.48M | Buy |
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|
2013
Q2 | $1.19M | Buy |
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