Beacon Investment Advisory Services’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
564
-37
| -6% | -$27.9K | 0.02% | 178 |
|
|
2025
Q1 | $377K | Sell |
601
-19
| -3% | -$11.9K | 0.02% | 183 |
|
|
2024
Q4 | $437K | Hold |
620
| – | – | 0.02% | 178 |
|
|
2024
Q3 | $502K | Hold |
620
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $401K | Hold |
620
| – | – | 0.02% | 190 |
|
|
2024
Q1 | $447K | Hold |
620
| – | – | 0.02% | 186 |
|
|
2023
Q4 | $356K | Buy |
620
+3
| +0.5% | +$1.72K | 0.02% | 210 |
|
|
2023
Q3 | $274K | Buy |
617
+7
| +1% | +$3.11K | 0.01% | 239 |
|
|
2023
Q2 | $272K | Hold |
610
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $241K | Sell |
610
-27
| -4% | -$10.7K | 0.01% | 251 |
|
|
2022
Q4 | $226K | Buy |
+637
| New | +$226K | 0.01% | 254 |
|
|
2022
Q2 | – | Sell |
-1,286
| Closed | -$457K | – | 304 |
|
|
2022
Q1 | $457K | Sell |
1,286
-16
| -1% | -$5.69K | 0.02% | 216 |
|
|
2021
Q4 | $433K | Sell |
1,302
-9
| -0.7% | -$2.99K | 0.02% | 223 |
|
|
2021
Q3 | $460K | Buy |
1,311
+10
| +0.8% | +$3.51K | 0.02% | 211 |
|
|
2021
Q2 | $415K | Sell |
1,301
-6
| -0.5% | -$1.91K | 0.02% | 228 |
|
|
2021
Q1 | $430K | Hold |
1,307
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $303K | Hold |
1,307
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $228K | Buy |
+1,307
| New | +$228K | 0.01% | 227 |
|
|
2020
Q1 | – | Sell |
-1,392
| Closed | -$232K | – | 252 |
|
|
2019
Q4 | $232K | Sell |
1,392
-264
| -16% | -$44K | 0.01% | 235 |
|
|
2019
Q3 | $206K | Hold |
1,656
| – | – | 0.02% | 229 |
|
|
2019
Q2 | $220K | Buy |
+1,656
| New | +$220K | 0.02% | 217 |
|
|
2018
Q4 | – | Sell |
-1,667
| Closed | -$273K | – | 266 |
|
|
2018
Q3 | $273K | Sell |
1,667
-1,592
| -49% | -$261K | 0.03% | 225 |
|
|
2018
Q2 | $481K | Buy |
3,259
+132
| +4% | +$19.5K | 0.05% | 162 |
|
|
2018
Q1 | $540K | Buy |
3,127
+57
| +2% | +$9.84K | 0.06% | 155 |
|
|
2017
Q4 | $528K | Sell |
3,070
-1,109
| -27% | -$191K | 0.06% | 142 |
|
|
2017
Q3 | $580K | Buy |
+4,179
| New | +$580K | 0.05% | 167 |
|