Beacon Investment Advisory Services’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 | $538K | Hold |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $433K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $206K | Hold |
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|
2019
Q2 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $481K | Buy |
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|
2018
Q1 | $540K | Buy |
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|
2017
Q4 | $528K | Sell |
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|
2017
Q3 | $580K | Buy |
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