Beacon Pointe Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Buy |
1,092
+52
| +5% | +$39.2K | 0.01% | 724 |
|
|
2025
Q1 | $652K | Sell |
1,040
-183
| -15% | -$115K | 0.01% | 755 |
|
|
2024
Q4 | $862K | Sell |
1,223
-290
| -19% | -$204K | 0.01% | 674 |
|
|
2024
Q3 | $1.23M | Sell |
1,513
-43
| -3% | -$34.8K | 0.01% | 576 |
|
|
2024
Q2 | $1.01M | Sell |
1,556
-7
| -0.4% | -$4.53K | 0.01% | 636 |
|
|
2024
Q1 | $1.13M | Buy |
1,563
+34
| +2% | +$24.5K | 0.01% | 651 |
|
|
2023
Q4 | $877K | Sell |
1,529
-78
| -5% | -$44.7K | 0.01% | 704 |
|
|
2023
Q3 | $715K | Buy |
1,607
+373
| +30% | +$166K | 0.01% | 735 |
|
|
2023
Q2 | $550K | Sell |
1,234
-21
| -2% | -$9.35K | 0.01% | 676 |
|
|
2023
Q1 | $497K | Sell |
1,255
-156
| -11% | -$61.7K | 0.01% | 756 |
|
|
2022
Q4 | $501K | Buy |
1,411
+4
| +0.3% | +$1.42K | 0.01% | 686 |
|
|
2022
Q3 | $381K | Buy |
1,407
+134
| +11% | +$36.3K | 0.01% | 729 |
|
|
2022
Q2 | $309K | Sell |
1,273
-136
| -10% | -$33K | 0.01% | 810 |
|
|
2022
Q1 | $500K | Buy |
+1,409
| New | +$500K | 0.01% | 805 |
|
|
2021
Q4 | – | Sell |
-715
| Closed | -$251K | – | 1006 |
|
|
2021
Q3 | $251K | Buy |
+715
| New | +$251K | 0.01% | 773 |
|